Tallie + Intacct: Comprehensive Corporate Expense Report Workflow

What Makes Tallie + Intacct the Best Solution for Your Business?

Offer your team an intuitive interface for recording, submitting and approving expense reports.

Tallie fully supports all Intacct entity and dimension configurations.

Streamline your invoicing workflow by dynamically adding expenses and receipts to Intacct invoices.

Guarantee that expenses meet the requirements of your corporate expense policies and Intacct system configuration before they hit your P&L.

Guarantee that expenses meet the requirements of your corporate expense policies and Intacct system configuration before they hit your P&L.

Secure, accurate sync between Tallie and Intacct without the wait.

Tallie easily tracks expenses against all Intacct dimensions

Each Tallie expense can be tracked against your custom-named Intacct dimensions. Then, Tallie Expense Reports are transformed into Intacct Bills, Expense Reports or Charge Card Transactions with full line item detail and original source documentation.

Intacct + Tallie easily tracks dimensions

Quality Comparison

Integration Quality Tallie Concur TriNet Expense
Activity-Based Sync with Intacct
Accounts, items, projects, customers, vendors, classes, departments, locations, employees & expense types always in sync
Connect via Intacct Console credentials
Complete multi-entity support from one account
Export to multiple entities simultaneously
Expense report details and receipt images sent to Intacct with transactions
Map expenses to accounts and/or items
Export reimbursable expenses to Accounts Payable module
Export reimbursable expenses to Time & Expense module
Export non-reimbursable corporate card transactions to Cash Management module
Export non-reimbursable corporate card transactions aggregated by statement to Accounts Payable module
Expense Software Quality Tallie Concur TriNet Expense
Mobile App
Rapid receipt processing (average less than 60 seconds) included with all accounts at no extra charge
Auto-match receipts with credit cards included with all accounts at no extra charge
Smart expense categorization
In-process policy alerts
Duplicate transaction detection based on data similarity and past behavior
Expense report review & approval via email
Client Support Tallie Concur TriNet Expense
Same day, turnkey implementation and admin training
U.S.-based support by phone
U.S.-based support by email
U.S.-based support by live chat
Weekly client training webinars

"Our team now spends 50% less time managing expenses. Combined with their top quality customer support and product training, Tallie truly is the best expense management solution for any business."

Jilbert Washten, CFO of Ascentis and Intacct customer

How Tallie works

Minimal Data Entry

Tallie uses OCR technology to read most receipts in fewer than 60 seconds. Tallie learns how to automatically categorizes your expenses based on behavior & experience.

Tools for Fraud Protection

Robust approval controls and immediate policy alerts enhance your companyĆ­s internal controls.

Automatic & Bi-Directional Data Sync

Tallie builds and supports all integrations and passes the quality and savings on to you!

Award-Winning Client Support

Turnkey Setup

Same-day account setup with a Tallie technical expert.


New customer training sessions and continuous education for new Tallie features.

1-on-1 Support

Lifetime, U.S.-based technical support.

"Tallie's real-time, no-click, sync with Intacct has helped our clients simplify their expense management process."


The Seamless Expense Report Solution for Intacct

McGladrey selected Tallie for use with Intacct to offer a comprehensive expense management solution to their outsourced accounting clients because Tallie is the sole expense report software to support all Intacct dimensions, dimension names, and multi-entities from one single account. We offer the industry's only instant, real-time, and automatic data sync with Intacct, which we call Activity-Based Sync. When a dimension record is edited in Tallie, the update isex reflected immediately in Intacct, and vice versa. No third party connectors, no nightly scans, no clicking.

Intacct + Tallie Multi-Dimensions

Learn More at Our Blog

Tallie + Intacct Integration
Peek Under the Hood: Tallie's comprehensive integration with Intacct

Together, Tallie and Intacct provide a complete automated expense management solution for mid-sized businesses. Read this article for a closer look at a few of the integration details.

Tallie and Intacct Users Multi-Entity
Announcing Multi-Entity Shared Environment for Tallie and Intacct Users

We're proud to announce the first multi-entity shared environment for Tallie and Intacct users! Now you can access all your Intacct entities through a single console account.

Tallie Wins 2015 CPA Practice Advisor
Tallie Wins 2015 CPA Practice Advisor Tax & Accounting Technology Innovation Award

The CPA Practice Advisor awarded Tallie with their Tax & Accounting Innovation Award for its Intacct integration. Our Intacct integration allows customers to access their Intacct entities and clients through a single set of credentials. This is Tallie's second year receiving the award.

Request a Demo

Ready to see what Tallie + Intacct can do for your company? Schedule your personal Tallie product demo today.

A one-on-one product demo is your opportunity determine whether Tallie is the right expense report management tool for your company.