Tallie Menu of Services

Learn about our available subscription-based, one-time, and training services.

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Tallie provides small businesses and their accountants, a tool to simplify expense management. When a little extra help is needed, our additional customer services are here for you.

Featured Services

Emburse Solution Administrator

You hired your employees to help your organization succeed, not administer financial software. Let our team of Admins manage the day-to-day operations of Tallie for you. Learn more

Emburse Approver

Put the burden of expense report review on us! Our internal approver team ensures all submitted expenses submitted match company policies for accuracy and spend. Learn more

Subscription-Based Services

Sandbox Account

Do you prefer to measure twice and cut once? Set aside a sandbox account for configuration testing before you make changes to your company account.

Scheduled Email Reminders

Schedule and send email reminders to your expense submitters and/or approvers at any time of day.

Single Sign-On

Connect Tallie to your identity provider and ensure seamless sign-on from your company portal.

Scheduled Third-Party System Imports

Configure Tallie to receive data files from various third-party systems (on-premise ERPs, practice management systems, HRIS tools, etc.) beyond its core accounting integrations.

Premium Support

Get the VIP treatment. Premium subscribers get priority in our support queue, a guaranteed 2-business hour response time, as well as exclusive phone, chat, and email contact channels.

Training Services

System Administrator Training

Tailor your Tallie administrator training to your exact needs. These customizable 1:1 sessions can be set up at any time to answer all of your questions.

End-User Training

Our system specialists can design and deliver an end-user training session that reflects your company’s configuration, business operations, and expense policies. Each recorded session is yours to keep for future training needs.

One-Time Services

Custom Export Configurations

Our system specialists can help you construct a custom file export for applications, including payroll, practice management, business intelligence, on-premise ERP, Excel, or other software packages.

Integration Change Request

Our system specialist can also walk you through the process, end-user impact, and schedule cutovers of needed changes within your accounting system, whether integrated directly with Tallie or Bill.com.

Historical Data Retrieval

Increase your audit preparedness. A system specialist can perform a backup of your company’s Tallie instance, pulling all expense data, maps, receipts, and approval records into a zipped PDF file.

Account Reactivation

Your data remains secure in our system, even if you leave Tallie. We can help you access your historical data when needed or re-activate an existing environment.

Custom One-Time Service

Want help or training for something not listed on our menu? We’ll be happy to discuss your needs and develop the right solution for you.

Request a Demo

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

A one-on-one product demo is the best way to find out if Tallie expense report software is the right fit for your company.