TechValidate Research on Emburse Tallie

4 Case Studies


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 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 Case Study

Manhattan SC

Introduction

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

“The speed to reimburse employees and volunteers” is the biggest business impact since starting to use Tallie, says Samual Arnoff, Controller.

Challenges

Manhattan SC was facing the below business challenges with their expense reporting process.

  • Reimbursing employees faster
  • Implementing an approval process and workflow
  • Automating receipt scanning and transcribing receipts
  • Ensuring accuracy of data
  • Obtaining approvals from people managers
  • Tracking expenses incurred on behalf of clients or non-employees

To solve these challenges, Manhattan SC ultimately selected Tallie by Emburse.

Use Case

Manhattan SC chose Tallie over other expense solutions like Expensify and Divvy because of Tallie’s:

  • “Extremely easy” integration with Bill.com
  • Ease of use
  • Automation
  • Efficiency and productivity gains
  • Fast and easy implementation
  • QBO integration

Manhattan SC is especially satisfied with the below features and functionalities:

  • Credit card transaction management
  • Analytics and data transfer
  • Approval workflows
  • Receipt processing

Results

Since starting to use Tallie, Manhattan SC has saved 6+ hours per month and started seeing a return on their investment in under 1 month. Talllie has helped them:

  • Save time
  • Save money
  • Increase productivity
  • Decrease stress

Manhattan SC especially agrees with the following statements:

  • 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 Case Study

The Bridge Church

Introduction

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

“Our team is no longer frustrated by shuffling papers around for approval. The ease of uploading receipts and not having extra paper has been amazing.” — Courtney Beaver, Financial Director

Challenges

Before choosing Tallie, The Bridge Church used:

  • Spreadsheets
  • Paper or manual processes

But The Bridge Church was facing the below business challenges with their manual expense reporting process.

  • Reconciling credit cards
  • Implementing an approval process/workflow
  • Ensuring accuracy of data
  • Obtaining approvals from people managers

Ultimately, The Bridge Church chose Tallie by Emburse to solve these challenges.

Use Case

The Bridge Church chose Tallie over other expense solutions like Expensify and Bamboo because of Tallie’s:

  • Cost
  • Ease of use
  • An “extremely easy” integration with Sage Intacct

The Bridge Church 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 Bridge Church has saved 4-6 hours per month and started seeing a return on their investment in 1-2 months. Talllie has helped them:

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

The Bridge Church 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



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