TechValidate Research on Emburse Tallie


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




About This Data

This data was sourced directly from verified users of Emburse Tallie by TechValidate.

TechValidate verifies the identity and organizational affiliation of all participants that contribute to published research data. When research participants so desire, we also guarantee their anonymity so that they may share information honestly and freely.


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