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.
Emburse Solution Administrator
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.
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.
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.
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.
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.