Offer your team an intuitive interface for recording, submitting, and approving expense reports.
Tallie fully supports all NetSuite entity and dimension configurations.
Streamline your invoicing workflow by dynamically adding expenses to NetSuite invoices.
Guarantee that expenses meet the requirements of your corporate expense policies and NetSuite system configuration before they hit your P&L.
Secure, accurate sync between Tallie and NetSuite—without the wait.
Each Tallie expense can be tracked against your custom-named NetSuite dimensions. Tallie Expense Reports are then transformed into NetSuite Bills with full line item detail and original source documentation.
|Activity-based sync with NetSuite||•|
|Accounts, items, projects, customers, vendors, classes, departments, locations, employees and expense categories always in sync||•|
|Expense report details and receipt images sent to NetSuite with transactions||•|
|Map expenses to accounts and/or items||•|
|Export expenses to Accounts Payable module||•|
|Expense Software Quality||Tallie|
|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 and approval via email||•|
|Client Support Quality||Tallie|
|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||•|
Snap a picture or email your receipts and Tallie will do the data entry. Simply review your work and submit.
Strengthen your internal controls with robust approval controls and immediate policy alerts.
Tallie is the only automated expense report software to offer immediate bi-directional integrations with major accounting systems.
Same-day account setup with a Tallie technical expert.
New customer training sessions and continuous education for new Tallie features.
Lifetime, U.S.-based technical support.