TechValidate Research on Emburse Tallie

These pages present data that TechValidate has sourced via direct research with verified customers and users of Emburse Tallie. TechValidate stands behind the authenticity of all published data. Learn more »



274 Customers Surveyed

2,920 Data Points Collected

22 Published TechFacts

27 Published Charts

4 Published Case Studies



Selected Research Highlights


Tallie by Emburse Case Study

The Fellows Group

Introduction

This case study of The Fellows Group is based on an August 2020 survey of Tallie by Emburse customers by TechValidate, a 3rd-party research service.

“The timely (and more accurate) accounting of credit card expenses” is the biggest business impact since starting to use Tallie, says David Fellows, President.

Challenges

Before choosing Tallie, The Fellows Group used:

  • Spreadsheets
  • Expensify

But the Fellows Group was facing the below business challenges with their expense reporting process.

  • Controlling expense budget
  • Reconciling credit cards
  • Implementing an approval process/workflow
  • Ensuring accuracy of data
  • Tracking expenses incurred on behalf of clients or non-employees

Ultimately, the Fellows Group chose Tallie by Emburse to solve these challenges.

Use Case

The Fellows Group chose Tallie over Expensify because of Tallie’s:

  • Ease of use
  • Automation
  • Efficiency and productivity gains
  • ERP and accounting system integration
  • “Extremely easy” integration with Bill.com
  • “Extremely easy” integrations with Quickbooks Online, Desktop, or Enterprise

The Fellows Group is especially satisfied with the below features and functionalities:

  • Mobile app / accessibility
  • Credit card transaction management
  • Analytics and data transfer
  • Approval workflows
  • Receipt processing

Results

Since starting to use Tallie, the Fellows Group has saved 2-4 hours per month and started seeing a return on their investment in 1-2 months. They’ve also reported being “extremely satisfied” with their experience interacting with Tallie’s support team.

Talllie has helped the Fellows Group:

  • Save time
  • Save money
  • Increase productivity
  • Improve employee morale

The Fellows Group especially agrees with the following statements:

  • Tallie makes it easy to manage and reconcile credit card transactions
  • Tallie makes it easy to reimburse employees
  • Tallie integrates nicely with their accounting and ERP system
  • Tallie has improved their finance team’s productivity

Tallie by Emburse Customer Satisfaction Rating

Non-Profits Love Tallie

Courtney Beaver, financial director at The Bridge Church:

I love how easy Tallie is to work with. I love the new admin overview tab!!

Tallie by Emburse Customer Research

Tallie = No More Spreadsheets

Businesses who used to manage expenses manually or on spreadsheets, switched to Tallie to:

Reconcile credit cards
68%
Automate receipt scanning / transcribing receipts
66%
Implement an approval process/workflow
61%
Reimburse employees faster
39%
Ensure accuracy of data
38%

Tallie by Emburse Case Study

Match Charter Public School

Introduction

This case study of Match Charter Public School is based on an August 2020 survey of Tallie by Emburse customers by TechValidate, a 3rd-party research service.

“I love the product and recommend it to anyone who will listen. It’s user friendly with great documentation and syncs with Quickbooks or Bill.com. It works great for both employee reimbursements and for corporate AMEX card documentation.” — Anne Healy, CFO

Challenges

Before choosing Tallie, Match Charter School used:

  • Spreadsheets
  • Paper or manual processes

But Match Charter School was facing the below business challenges with their manual expense reporting process.

  • Reconciling credit cards
  • Reimbursing employees faster
  • Implementing an approval process/workflow
  • Automating receipt scanning / transcribing receipts
  • Ensuring accuracy of data
  • Obtaining approvals from people managers

Ultimately, Match Charter School chose Tallie by Emburse to solve these challenges.

Use Case

Match Charter School chose Tallie over other expense solutions like Expensify and Concur because of Tallie’s:

  • Cost
  • Ease of use
  • Automation
  • Spend control and visibility
  • Efficiency and productivity gains
  • ERP and accounting system integration
  • Fast and easy implementation
  • “Extremely easy” integration with Bill.com
  • “Extremely easy” integrations with Quickbooks Online, Desktop, or Enterprise

Match Charter School is especially satisfied with the below features and functionalities:

  • Mobile app / accessibility
  • Credit card transaction management
  • Analytics and data transfer
  • Approval workflows
  • Receipt processing

Results

Since starting to use Tallie, Match Charter School has saved 6+ hours per month and started seeing a return on their investment in under 1 month. They’ve also reported being “extremely satisfied” with their experience interacting with Tallie’s support team.

Talllie has helped Match Charter School:

  • Save time
  • Save money
  • Increase productivity
  • Decrease stress
  • Improve employee morale

Match Charter School especially agrees with the following statements:

  • Tallie makes it easy to manage and reconcile credit card transactions
  • Tallie makes it easy to reimburse employees
  • Tallie integrates nicely with their accounting and ERP system
  • Tallie has improved their finance team’s productivity

Tallie by Emburse Customer Statistic

Tallie + Xero: Integration Made Easy

87% of surveyed customers say it was easy to integrate Tallie with Xero.

87%

Tallie by Emburse Customer Research

70% of customers who used to manage expenses manually switched to Tallie because it’s EASY TO USE.

What led you to choose Tallie over other expense solutions?

Ease of use
70%


More to Explore



About Emburse Tallie

Tallie is an online expense management tool built with smaller businesses in mind -- it is ridiculously easy to use, eliminates accounting mistakes and can be implemented rapidly. Tallie is designed to integrate seamlessly with core financial and accounting systems, such as Bill.com, QuickBooks Online and Desktop, Sage Intacct, NetSuite, or Xero.

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