Emburse Tallie Research Charts

Tallie by Emburse Customer Research

Tallie customers started to see a return on investment within…

Under 1 month: 27%

1-2 months: 39%

2-4 months: 17%

4-6 months: 8%

6+ months: 9%

Tallie by Emburse Customer Research

71% of customers who needed a receipt scanning solution saw ROI in less than 1 month with Tallie.

What business challenge led you to evaluate and select Tallie?

Automating receipt scanning / transcribing receipts

71%

Tallie by Emburse Customer Research

72% of customers who needed a credit card reconciliation solution saw ROI in less than 1 month with Tallie.

What business challenge led you to evaluate and select Tallie?

Reconciling credit cards

72%

Tallie by Emburse Customer Research

71% of customers who wanted an easy-to-use solution saved 2 to 6+ hours per month with Tallie.

What factors led you to select Tallie over other expense solutions?

Ease of use

71%

Tallie by Emburse Customer Research

42% of customers chose Tallie over Expensify due to cost savings.

What factors led you to select Tallie over Expensify?

Cost

42%

Tallie by Emburse Customer Research

68% of customers chose Tallie over Expensify due to easy of use.

What factors led you to select Tallie over Expensify?

Ease of use

68%

Tallie by Emburse Customer Research

66% of former Expensify customers said Tallie’s approval workflow feature is better.

What business challenge led you to evaluate and select Tallie?

Implementing an approval process/workflow

66%

Tallie by Emburse Customer Research

63% of former Expensify customers said Tallie’s credit card reconciliation is better.

What business challenge led you to evaluate and select Tallie over Expensify?

Reconciling credit cards

63%

Tallie by Emburse Customer Research

74% of customers find Tallie’s approval workflow a VERY valuable feature.

Tallie customer satisfaction with the following feature:

	Extremely Satisfied	Very Satisfied	Satisfied	Slightly Satisfied	Not Satisfied
Approval workflows	34%	40%	21%	4%	1%

Tallie by Emburse Customer Research

99% of customers find Tallie’s approval workflow valuable.

Tallie customer satisfaction with the following feature:

	Extremely Satisfied	Very Satisfied	Satisfied	Slightly Satisfied	Not Satisfied
Approval workflows	34%	40%	21%	4%	1%

Tallie by Emburse Customer Research

96% of customers find Tallie’s mobile app valuable.

Tallie customer satisfaction with the following feature:

	Extremely Satisfied	Very Satisfied	Satisfied	Slightly Satisfied	Not Satisfied
Mobile app / accessibility	24%	34%	32%	6%	4%

Tallie by Emburse Customer Research

99% of customers like Tallie’s receipt scanning and transcribing feature.

Tallie customer satisfaction with the following feature:

	Extremely Satisfied	Very Satisfied	Satisfied	Slightly Satisfied	Not Satisfied
Receipt processing	32%	36%	25%	6%	1%

Tallie by Emburse Customer Research

93% of customers like Tallie’s credit card reconciliation feature.

Tallie customer satisfaction with the following feature:

	Extremely Satisfied	Very Satisfied	Satisfied	Slightly Satisfied	Not Satisfied
Credit card transaction management	23%	33%	27%	10%	7%

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%

Tallie by Emburse Customer Research

67% of Expensify users switched to Tallie because it’s EASY TO USE.

What led you to choose Tallie over other expense solutions?

Ease of use

67%

Tallie by Emburse Customer Research

93% of customers were satisfied with Tallie’s customers support team.

How satisfied were you with Tallie’s customers support?

Satisfied: 93%

Not satisfied: 7%

Tallie by Emburse Customer Research

66% of customers chose Tallie because it’s EASY TO USE.

What led you to choose Tallie over other expense solutions?

Ease of use

66%

Tallie by Emburse Customer Research

Finance Teams Who Use Tallie SAVE TIME

How much time has your finance team saved by using Tallie?

4+ hours/month	28%
2-4 hours/month	33%
1-2 hours/month	29%
Less than 1 hour/month	9%

Tallie by Emburse Customer Research

Tallie Makes it EASY to Reconcile Credit Cards

Do you agree with the following statements?

Strongly agree Agree Slightly agree Disagree

Makes it easy to manage and reconcile credit card transactions
Makes it easy to reimburse employees
Integrates nicely with our accounting and ERP system
Has improved our finance team's productivity

Tallie by Emburse Customer Research

Tallie customers who saw ROI in less than 2 months said it helped them:

Save time	92%
Increase productivity	64%
Decrease stress	48%
Save money	30%

Tallie by Emburse Customer Research

Tallie is VERY EASY to integrate with your accounting system

How easy was it to integrate Tallie with:

Extremely Easy Very Easy Moderately Easy Slightly Easy Not Easy

Bill.com
Xero
QuickBooks Online, Desktop, or Enterprise
Sage Intacct
NetSuite

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 Customer Research

Reasons to Switch from Expensify to Tallie

Factors that led customers to select Tallie over Expensify?

Ease of use	67%
Fast and easy implementation	47%
Cost	42%
ERP and accounting system integration	31%

Tallie by Emburse Customer Research

Why Choose Tallie Over Expensify

Top reasons businesses choose Tallie over Expensify:

Ease of use	68%
Cost	42%
Fast and easy implementation	42%
Automation	39%
ERP and accounting system integration	31%

Tallie by Emburse Customer Research

Why businesses choose Tallie for expense management:

Reconciling credit cards	68%
Automating receipt scanning / transcribing receipts	63%
Implementing an approval process/workflow	59%
Reimbursing employees faster	39%
Ensuring accuracy of data	36%

Tallie by Emburse Customer Research

Top reasons customers switched from Expensify to Tallie:

Ease of use	67%
Cost	42%
Fast and easy implementation	47%

Tallie by Emburse Customer Research

Tallie = More Efficiency

With Tallie customers:

Saved time	93%
Increased productivity	61%

TechValidate Research on Emburse Tallie

27 Charts

71% of customers who needed a receipt scanning solution saw ROI in less than 1 month with Tallie.

72% of customers who needed a credit card reconciliation solution saw ROI in less than 1 month with Tallie.

71% of customers who wanted an easy-to-use solution saved 2 to 6+ hours per month with Tallie.

42% of customers chose Tallie over Expensify due to cost savings.

68% of customers chose Tallie over Expensify due to easy of use.

66% of former Expensify customers said Tallie’s approval workflow feature is better.

63% of former Expensify customers said Tallie’s credit card reconciliation is better.

74% of customers find Tallie’s approval workflow a VERY valuable feature.

99% of customers find Tallie’s approval workflow valuable.

96% of customers find Tallie’s mobile app valuable.

99% of customers like Tallie’s receipt scanning and transcribing feature.

93% of customers like Tallie’s credit card reconciliation feature.

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

67% of Expensify users switched to Tallie because it’s EASY TO USE.

93% of customers were satisfied with Tallie’s customers support team.

66% of customers chose Tallie because it’s EASY TO USE.

Finance Teams Who Use Tallie SAVE TIME

Tallie Makes it EASY to Reconcile Credit Cards

Tallie is VERY EASY to integrate with your accounting system

Tallie = No More Spreadsheets

Reasons to Switch from Expensify to Tallie

Why Choose Tallie Over Expensify

Tallie = More Efficiency