Client Login Contact
Innovative Entrepreneurial Experienced
Return to: Blog

Tallie: Tracking Your Business Expense Receipts Just Got Easier

July 29, 2019

Are you tired of keeping track of your paper receipts and having to manually enter them into your accounting software? Are your employees forgetting to track or losing receipts? Put an end to chasing down receipts and asking “what was this expense for”. Tallie is a great option for categorizing and electronically storing your receipts and it is one that we are recommending for our RAD (Remote Accounting Department) clients.

What can Tallie do for you?

Tallie allows you to simply snap a receipt image with your phone, update the details, and sync the information directly into your accounting software. Tallie pulls your transactions into an expense report and matches the information to your credit card. You can also manage employee reimbursements, assign expenses to your customers, track mileage, and create detailed expense reports.

This tool eliminates the need to hold on to all of your paper receipts. You no longer have to worry about old fading receipts, which are now safely stored electronically. Tallie is very easy to use and it's smart software - learning how to code your transactions based on experience. This is saving our client’s time and reducing errors.

Tallie offers a flexible approval chain configuration from a multi-layered approval chain to one-click approval. There is even the option for expense-type, spending-based, and project-based approval.

More good news is that it offers real time integration with your accounting software. Tallie integrates with QuickBooks Desktop, QuickBooks Online, Sage Intacct, and Oracle NetSuite. It can also integrate with your Bill.com account, automatically generating reimbursements for employees or payments to credit card vendors.

What about security? Tallie has undergone a rigorous security review process in order to submit for SOC I, Type 1 certification. It does not access, store, or alter financial statements or account balances.

If you find that you still need assistance with your bookkeeping and the tracking of your expenses, you might be ready to consider RAD. Our RAD staff can assist you with your receipt and expense management. We can also help you with the integration of Tallie and other tools to help reduce your bookkeeping and accounting tasks. If you are ready to take the next step and let our RAD team eliminate your busy work contact us today for more information 802.878.1963 (Williston) or 802.775.7132 (Rutland).

For more information about Davis & Hodgdon’s RAD services please click here.
For more information about Tallie please click here.

Written by Lori Pavich, Bookkeeper, RAD