--- title: "Tallie Reviews, Pros and Cons - 2026 Software Advice" description: "Reviews of Tallie. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Tallie is a good fit for you!" source_url: "https://www.softwareadvice.com/scm/emburse-tallie-profile/reviews/" page_type: "reviews" language: "en" --- 1 million+ businesses helped. Get advice Get Free Advice [Home](https://www.softwareadvice.com/) / [Expense Report Software](https://www.softwareadvice.com/accounting/expense-management-comparison/) / [Tallie](https://www.softwareadvice.com/scm/emburse-tallie-profile/) / Tallie Reviews Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. [Overview](https://www.softwareadvice.com/scm/emburse-tallie-profile/) Reviews [Alternatives](https://www.softwareadvice.com/scm/emburse-tallie-profile/alternatives/) # Tallie User Reviews ## Reviews summary - Overall rating: 4.4/5 - Total reviews: 51 ### Secondary ratings - Ease of use: 4.4/5 - Customer support: 4.2/5 - Value for money: 4.3/5 - Functionality: 4.3/5 ### Rating distribution - 5 stars: 29 reviews (57%) - 4 stars: 16 reviews (31%) - 3 stars: 4 reviews (8%) - 2 stars: 0 reviews (0%) - 1 star: 2 reviews (4%) ### Most mentioned pros - This makes reconciliation for program-related expenditures a walk in the park. - Tallie has streamlined reconciliation and is easy to sync. - Tallie is great at being able to reconcile credit card statements. ### Most mentioned cons - This is not great for companies that have spending limits that are different for different types of employees. - On the Admin side, I have had occasional problems getting approved reports to export to QuickBooks Online. - The desktop application is actually less helpful than the mobile app, and it’s less intuitive to use. ## Tallie customer reviews Showing reviews 1-25 of 51 (page 1). ### Submitting expenses is MUCH easier with Tallie. - Overall rating: 5/5 - Reviewer: Jordan H. - Verified reviewer: Yes - Industry: Wireless - Company size: 51-200 employees - Product usage: less than 1 year · weekly - Reviewed: December 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros Before Tallie, we had to submit expenses via an excel template that caused headaches for everyone in the process. Now, expenses are as easy as forwarding an email and/or taking a picture. I haven’t had any issues at all. --- ### The potential to be one of the best software solutions I've ever used or implemented - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Information Technology and Services - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: June 2020 - Review source details: This review was submitted organically. No incentive was offered Overall, the product has improved over the past year and has the potential to be one of the best software solutions I've ever used or implemented. When everything is working, the software is awesome and really supports a fast, electronic, seamless expense reporting process for Quickbooks. For the price, there are no other solutions anywhere near this level of functionality. Just set expectations accordingly for CC sync, pay for the premium support, and you'll have a solution that you'll absolutely depend on for smooth, paperless expense reimbursements. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros This software is very intuitive and easy to use. The best features are the integration with personal credit cards, and the direct integration with QuickBooks. When you combine Tallie, QB, and Bill.com, you can have a 100% paperless expense reimbursement process. #### Cons I gave a couple of 4/5 scores, so these are not things I don't like, just challenges. First of all, on Quality, the platform seems fairly young and there were several issues that delayed processing reports initially. They are good about addressing and fixing the issues, but that brings up my next 4/5, which is support. Regular support takes 2-4 days for a response and resolution, which seems like an eternity when trying to reimburse expenses. If you want great support, you have to pay for the premium support. It's worth it, as they reply within hours to issues. The only other issue, which is somewhat beyond their control, is the credit card sync. It often doesn't work or is very slow. In talking to support many times, they are at the mercy of 3rd party solutions, but they also only display a few "default" CC sync options, and once you get them on the phone, they can open up multiple CC Sync options for you. Some of these work better than others, but be prepared for it to stop syncing periodically. It doesn't keep you from submitting reports, but is a bit of a pain when trying to reconcile with your CC statement. --- ### Terrible software - ADMINs & Startups - avoid like the plague - Overall rating: 1/5 - Reviewer: Verified Reviewer - Industry: Retail - Company size: 11-50 employees - Product usage: less than 1 year · weekly - Reviewed: December 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. The worst. I think this is the first accounting-related app which I will actually discontinue a subscription for reasons other than upgrading our systems (for example QBO---> Netsuite), or exceeding volume / use case. Expensify does not come with intuitive user groups, but at least Expensify actually WORKS as intended. Sync, export, etc. Save yourself major problems. Just pass on Tallie. #### Ratings breakdown - Ease of use: 2/5 - Value for money: 1/5 - Customer support: 1/5 - Functionality: 2/5 #### Pros They used to have live chat until recently, when they went email-only. So I used to like livechat, but now that is gone, so… Oh wait now I know one - they do have some very nice enterprise features for user groups and permissions #### Cons Too many to list. 1- Constant failures in syncronization - a cardinal sin. Get used to sync taking a FULL day for a normal sync with your accounting software. In comparison, Bill.com takes about 1 minute to sync with our accounting software. QBO, Xero, etc. Doesn't matter. You will have more fun watching paint dry. 2 -Broken Accounting Integration, particularly with Xero. So you finally were able to sync. Congratulations! now say hello to constant unexplained problems in export such as " Xero API call not recognized" or "There was a problem exporting your report. Please fix the errors and try again. : The provided Xero API credentials are invalid" (even though the app properly logged into Xero). 3 -Horrible app, lacks basic functionalities 4 -Bad customer service. After acknowledging problems with their product, zero effort to make correction or compensate end user for their wasted time. 5 -No image recognition 6- No chat for customer service 7 -Read 1 and 2 above. --- ### A very handy tool, to manage receipts and expenses, especially when traveling. - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Management Consulting - Company size: 11-50 employees - Product usage: less than 1 year · weekly - Reviewed: August 2023 - Review source details: This review was submitted organically. No incentive was offered I really like using this product and it’s very helpful in managing my business expenses. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros The mobile app is especially helpful in managing receipts and generating expense reports. Having mileage reporting, and different receipt. Options on the main page is very helpful. #### Cons The desktop application is actually less helpful than the mobile app, and it’s less intuitive to use. --- ### Easy to Use Reimbursement Platform - Overall rating: 5/5 - Reviewer: Samuel A. - Industry: Sports - Company size: 51-200 employees - Product usage: 3-5 years · weekly - Reviewed: September 2023 - Review source details: This review was submitted organically. No incentive was offered I am extremely satisfied with the platform, and very good tech support. #### Ratings breakdown - Ease of use: 5/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Ease of use, intuitive, reliable, dependable, cost-effective. #### Cons I can't really think of a feature or something specific that I do not like about Tallie. --- ### Grasping for that balance between easy-to-use and having lots of features - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Accounting - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: February 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Tallie is a pretty good piece of software. I wouldn't recommend it to everyone because of the learning curve for getting comfortable with the software, and I think there are some simpler out-of-the-box solutions out there, but Tallie really can do a lot, and we definitely have rolled it out to some of our clients with great success. #### Ratings breakdown - Ease of use: 2/5 - Functionality: 4/5 #### Pros It's relatively flexible in terms of how it lets you set up your expense tracking. There are lots of options for how to set up approvals, how to fine-tune employee access, etc. It also has a nice sync with Bill.com and QuickBooks Online, which is its most useful feature. Once you get over the learning curve, it actually has some really nice advanced features, like being able to "masquerade" as different users, setting employees up as "executive assistants" to be able to help the less tech-savvy employees complete their reports correctly, and somewhat complex approval workflows. #### Cons The online support isn't amazing. I've found out better information from reading forums than from reading Tallie's support page. They do have helpful email support, which is nice, but I just wish there were better resources so I could help myself with little setup issues more easily. It's also way more expensive than other expense management software, and cost-prohibitive to use with some of our smaller clients. I also wish you could set expense reports to auto-submit at the end of the month, but you can only set that up for expenses coded to a corporate credit card. --- ### Great for Small Business - Overall rating: 4/5 - Reviewer: Kira E. - Industry: Real Estate - Company size: 2-10 employees - Product usage: less than 1 year · weekly - Reviewed: January 2024 - Review source details: This review was submitted organically. No incentive was offered Overall Tallie was a great program when we were a very small company with limited rules. However as we got larger and needed more regulations, we needed to switch to another Emburse program. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros Tallie is great at being able to reconcile credit card statements. You can put a certain amount of rules on each expenditure needs. You can add multiple pictures for long receipts. It is an easy to use platform. #### Cons The rules cannot be separated out by position type. This is not great for companies that have spending limits that are different for different types of employees. The other issue that I do not like with Tallie is that receipts do not auto match. When there is a 2-3 day lag, it is hard to remember to go back and upload a receipt. --- ### Tallie makes it easy - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Consumer Services - Company size: 51-200 employees - Product usage: 1-3 years · weekly - Reviewed: July 2023 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 3/5 #### Pros This product is easy to use and track expenses #### Cons I would like to see the most frequent addresses saved somehow --- ### Selected Tallie as our firm's T&E reporting tool of choice based on overall ease of use and value. - Overall rating: 4/5 - Reviewer: Verified Reviewer - Product usage: 3-5 years · daily - Reviewed: November 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros Mobile app functionality for uploading receipts on the fly is effective. Liked the automatic bundling of expenses into an open expense report for non-reimbursables (corporate credit card) vs. reimbursables. Basic user setup was intuitive and easily accomplished. #### Cons Inability to process reimbursements within the Tallie app, have to integrate with a payment processing application or direct to accounting software for payment. Until recently, Tallie did not have an assistant feature for C-suite executives. --- ### BNI Tallie Review - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Research - Company size: 51-200 employees - Product usage: 3-5 years · weekly - Reviewed: April 2021 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Our employee reimbursement for business expenses was a manual, labor intensive process, especially for a small organization that has limited resources for personnel. Now with Tallie we have freed up that person 100% and have drastically reduced the turn around time for reimbursing employees. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros It eliminates paperwork from our employee reimbursement process and integrates with QBO, our ERP. Our employees love it and it has reduced the turn around time on reimbursing employees dramatically. #### Cons The reporting is a little limited, but not at all restricting. We have 80 employees and this system covers all our reimbursement needs. --- ### Great Product - Overall rating: 5/5 - Reviewer: Samuel A. - Industry: Sports - Company size: 11-50 employees - Product usage: 3-5 years · weekly - Reviewed: December 2020 - Review source details: This review was submitted organically. No incentive was offered Extremely happy! #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Ease of use, ability to attach receipts, approval trail #### Cons Tech support is no longer available via phone --- ### Tallie Rocks - Overall rating: 4/5 - Reviewer: Kelsie K. - Industry: Non-Profit Organization Management - Company size: 201-500 employees - Product usage: 3-5 years · monthly - Reviewed: February 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. This is a great product to manage expenses of your employees. It also communicates with other accounting system like Intacct. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 #### Pros 1. Easy to use 2. Can approve via mobile phone 3. Tells you the status 4. Can remind your approval to approve the expenses 5. Can load up any image of the receipts #### Cons None. It is so easy to use. Self explanatory software --- ### This is so great i love using this system very fast and great quality. I also love how teh depositis - Overall rating: 4/5 - Reviewer: Verified Reviewer - Product usage: 1-3 years · weekly - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 3/5 #### Pros superfast and can download it on your phone. Take it anywhere you can go. Also customer service is right there if you need help. #### Cons I would say that when you take a picture of something on the mobile phone sometimes it will not show up acuartly. --- ### Convenient tool for automating expense reports - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Financial Services - Company size: 51-200 employees - Product usage: less than 1 year · monthly - Reviewed: September 2022 - Review source details: This review was submitted organically. No incentive was offered It's better than a manual (i.e., spreadsheet) process and easier to use than the system I used at my old job. #### Ratings breakdown - Ease of use: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros The ability to connect directly with your bank and/or import statements, import receipts, and the streamlined process. #### Cons My bank isn't common enough to be able to connect with them via the platform, but Customer Support helped me figure out how to import statements vs. a direct connection. --- ### Finally!! - Overall rating: 5/5 - Reviewer: Bailey R. - Reviewed: December 2016 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Our reimbursed process used to be sending in a spreadsheet once a month and sending pictures of receipts in an email. The process was slow - it was often weeks before we would get reimbursed. Now that we have Tallie, after submitting it can be approved and hit our bank account less than 24 hours later. We LOVE Tallie. Not one bad word to say about it. #### Ratings breakdown - Ease of use: 5/5 - Functionality: 5/5 --- ### Does the job - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Telecommunications - Company size: 51-200 employees - Product usage: less than 1 year · monthly - Reviewed: December 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Overall, a good value. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Functionality: 4/5 #### Pros Clean interface Has an app, so receipts can be uploaded via app, emailed, or uploaded via desktop Expenses recognized by Amex pre-populates #### Cons At first, using Tallie can be somewhat confusing, but becomes more intuitive over time. Beware that if you email the receipt to Tallie, your signature may cut off the actual receipt. --- ### Ease of use is key - Overall rating: 5/5 - Reviewer: Verified Reviewer - Reviewed: November 2016 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Tallie is the easiest expense reporting software I have used. You can merge duplicated transactions and even send receipts via email. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 5/5 --- ### Tallie Makes Reconciliation a Breeze - Overall rating: 5/5 - Reviewer: Verified Reviewer - Industry: Non-Profit Organization Management - Company size: 2-10 employees - Product usage: 3-5 years · monthly - Reviewed: April 2025 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Tallie has streamlined reconciliation and is easy to sync. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 4/5 - Functionality: 4/5 #### Pros Tallie makes it simple to update the Chart of Accounts and add new classes. This makes reconciliation for program-related expenditures a walk in the park. #### Cons The auto-categorization is not always reliable, even for recurring expenses. --- ### Great product for small businesses - Overall rating: 4/5 - Reviewer: Verified Reviewer - Industry: Professional Training & Coaching - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: June 2024 - Review source details: This review was submitted organically. No incentive was offered I feel this is a feature-rich, customizable and easy to administer accounting tool. I would recommend it to others, especially to small businesses (<40staff) who are looking for a reasonably priced solution. If you have more 40 employees, it may not meet your expanded needs. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros This product has served us well for about 5+ years. We were able to configure it for reporting of expenses as well as tracking hours worked. Additionally, the ability to do quick exports to QuickBooks Online for billing and payments makes expense reimbursement easy. Billable items are easily added to client invoices along with details and receipt attachments. #### Cons Tallie has been "flaky" recently. Some staff have reported issues with expense entry. On the Admin side, I have had occasional problems getting approved reports to export to QuickBooks Online. Support has always been helpful and able to resolve the issue, but has occasionally taken a few days to complete. --- ### Slow Customer Support - Won't Fix Bugs - Overall rating: 3/5 - Reviewer: Verified Reviewer - Industry: Broadcast Media - Company size: 11-50 employees - Product usage: 3-5 years · weekly - Reviewed: May 2020 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 1/5 - Functionality: 5/5 #### Pros Tallie is excellent at handling expense and credit card reports between end users, Quickbooks, and Bill.com. It works well most of the time. It does a really good job and is easy to use. #### Cons I have become increasingly frustrated with the development team and support team at Tallie. It's absolutely horrible. There are bugs which have plagued us for years, and they won't fix them. I've pointed them out and gone through proper channels of reporting. They just don't seem to care. Some of these are minor graphical bugs that confuse my users. But it doesn't matter, they don't improve their software. As a result of other bugs they refuse to fix, I have to regularly contact them to do "back end syncs" to fix glitches. But their customer support has become absolutely horrible. So, just to get them to click the button on their end to do the "back end sync" I have to wait at least 24 hours. And if I have a support issue that requires back and forth, they take at least 24 hours for each reply - so be prepared for 3-4 days to get something simple resolved. I suspect that because they refuse to put time into development and fixes, their support staff is overburdened dealing with lingering bugs. When we onboarded them a few years ago their support was great - but at this point I can no longer recommend them. --- ### Useful for recordkeeping as well - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Product usage: 3-5 years · weekly - Reviewed: November 2017 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros We've tried other expense reporting systems and what Tallie does that we've had difficulty finding elsewhere is its ability to be used to capture receipts. The app and website are both intuitive. The expense reports are easy to read. We love that it connects to Bill.com, which we use to reimburse our clients' employees! However, some clients also use it to store receipts for everything they buy with their credit cards. The receipts are automatically matched with each downloaded transaction. Their QuickBooks integration is great because unlike some other systems, they import each transaction individually with vendor, account, and class data. This makes reconciling credit cards at the end of the month quite easy. #### Cons The only thing about Tallie that could still use some work is their OCR. We've found that it's about 80% accurate in matching receipts to downloaded transactions. Every month we do have to go in for a little cleanup to remove duplicates and merge transactions. Duplicates are pretty easy to find, so it's not too troublesome. --- ### Good for Large Businesses - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Mental Health Care - Company size: 11-50 employees - Product usage: 3-5 years · daily - Reviewed: November 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. Great experience #### Ratings breakdown - Ease of use: 5/5 - Value for money: 4/5 - Customer support: 4/5 - Functionality: 5/5 #### Pros Tallie is flexible enough to be molded to fit the needs of our non profit contract bill for services model. #### Cons The phone app sometimes doesn't transmit photos for receipts very well, and you need to get onto a desktop to verify uploads. --- ### Easy Expense Software - Overall rating: 5/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: E-Learning - Company size: 51-200 employees - Product usage: 1-3 years · weekly - Reviewed: March 2019 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 4/5 - Functionality: 4/5 #### Pros This software is VERY easy to use. You can take a photo of the receipts with your phone and upload them to the app or via email so you don't have to worry about loosing receipts. You can also link a card which is great if you have a card you JUST use for business (like I do). The milage is also great, although it is MUCH better on the app then on the web portal. #### Cons The Tallie mobile application can sometimes freeze, which forces me to use the web portal. This is not ideal when traveling. It is also MUCH easier to move expenses around on the web portal via drag and drop than it is on the app. --- ### Travel for work is so much easier now - Overall rating: 4/5 - Reviewer: Jeremy S. - Verified reviewer: Yes - Industry: Computer Software - Company size: 201-500 employees - Product usage: 1-3 years · a few times a year - Reviewed: February 2020 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. We needed to get expenses submitted near time to the engagement to bill quickly. Reimbursement during the peak travel times also means the money is in the employee hands by the time the credit card bill comes #### Ratings breakdown - Ease of use: 5/5 - Functionality: 4/5 #### Pros Scanning my receipts while I'm traveling means I don't have to hang on to them until I can get back to the office. And I can submit my expense reports near time instead of at the end of the peak travel season. #### Cons Forwarding a receipt from email to system sometimes ends up with an extra receipt of the basic email instead of just the pdf attached. Usually have to access the web version to correct that, but not always. So most can be done with the phone app. --- ### Easy to use as an employee - Overall rating: 4/5 - Reviewer: Verified Reviewer - Verified reviewer: Yes - Industry: Accounting - Company size: 51-200 employees - Product usage: 1-3 years · weekly - Reviewed: July 2018 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 3/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 3/5 #### Pros As an employee, it is a great centralized way to submit all of my expenses and have them approved. It so much better than submitting hard copies of all my receipts. Also, the mobile version (and the picture taking capability) is very convenient. #### Cons These could just be policy settings, but all of the time, I get notifications that say the expense reimbursement is "out of policy" but that is not really the case. Also, certain expense categories or other settings are occasionally hidden for some unknown reason. Outside of these bugs, the software works great. ---