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87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Emburse Tallie logo
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Expense Management Software

4.5 2,399 user ratings

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Overview

Description Tallie is a leading SaaS expense report software innovator and enabler of the complete cloud-based accounting ecosystem. In close collaboration with users, CPA practitioners, and industry-leading accounting, technology, and financial partners, it has developed expense report software for comprehensive data capture, intelligent transaction categorization, robust approval controls, and seamless software integration. Read more The Neat software platform provides small businesses, particularly those with a high volume of monthly expense transactions with the need to streamline the storage and organization of all business documentation, with the ability to quickly enter or import and convert document images into a digital data format. Neat helps organize and categorize the data and satisfy business reporting needs related to accounting and taxes. Neat is also a valuable solution for document retention for audit preparedness, provides the ability to create and leverage a variety of spending report and analysis tools, and offers integrations with contact management and marketing automation tools. Read more
Pricing Options
  • Free Trial Available
  • Starts at $50.00.
  • Free Trial Available
  • Starts at $16.00.
SW Score & Breakdown

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    95%
  • Reviews
    80%
  • Momentum
    65%
  • Popularity
    69%

Features

Total Features
12 Features
7 Features
Common Features for All
    Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
    Card Spending Tracker Automatically tracks the expense done using a linked debit or credit card.
    Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
    Multi-level Approval A sequential and thorough review process to approve expenses.
    Multiple Reporting Currency Reports entries from different origin currencies in the native exchange rate.
    Receipt Management Store and manage receipts of the expenses incurred by the employees.
    Receipt Scanner OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.
    Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
    Reimbursement Management Helps in managing employee expenses claims and regularize the approval process.
    Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
    Tax Claim Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.
    Third-party Integration Offers synchronization with third-party applications
    Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
  • + 9 More - Show Less
    • Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
      Card Spending Tracker Automatically tracks the expense done using a linked debit or credit card.
      Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
      Multi-level Approval A sequential and thorough review process to approve expenses.
      Multiple Reporting Currency Reports entries from different origin currencies in the native exchange rate.
      Receipt Management Store and manage receipts of the expenses incurred by the employees.
      Receipt Scanner OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.
      Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
      Reimbursement Management Helps in managing employee expenses claims and regularize the approval process.
      Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
      Tax Claim Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.
      Third-party Integration Offers synchronization with third-party applications
      Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
  • + 4 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    4.4/5 161 user ratings
    4.5/5 2,399 user ratings
    Rating Distribution
    • Excellent

      55.9%
    • Very Good

      31.1%
    • Average

      9.3%
    • Poor

      1.2%
    • Terrible

      2.5%
    • Excellent

      79.1%
    • Very Good

      7.9%
    • Average

      3.7%
    • Poor

      2%
    • Terrible

      7.3%
    User Sentiments

      Ease of use, Mobile accessibility, Receipt management, Quick reimbursement

      Inaccurate expense scanning, Lack of credit card syncing, Outdated user interface, Limited customer support

      Excellent Customer Support, Knowledgeable Support Staff, Ease of Use, Efficient Receipt Management

      Software Bugs and Glitches, Forced Cloud Migration, Lack of Legacy Software Support, Limited Functionality in Cloud Version

    Review Summary

    Users consistently praise Emburse Tallie for its ease of use, particularly its intuitive interface and mobile app that simplifies expense reporting. Many appreciate the ability to scan receipts and the quick turnaround time for reimbursements. However, some users express frustration with import issues, particularly regarding credit cards and receipts, and the lack of direct customer support. Although some users describe the UI as outdated, overall, the platform is considered a valuable tool for streamlining expense management and eliminating paper-based processes.

    Users appreciate Neat's user-friendly interface, highlighting its ease of use and intuitive design. The platform's ability to seamlessly integrate with various accounting software and financial institutions is also praised for streamlining workflows. However, some users have expressed concerns regarding occasional glitches and bugs that hinder the overall user experience. While customer support is generally well-received, a few users have reported challenges in reaching support representatives promptly. Additionally, some users have suggested improvements in reporting capabilities and customization options to enhance the platform's functionality further.

      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $50.00.
    • Free Trial Available
    • Starts at $16.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Basic Accounting $50.00 $50.00 per month

    Cash Control $95.00 $95.00 per month

    Cloud ERP $200.00 $200.00 per month

    NeatFiles $16.00 $16.00 per month

    NeatFiles Unlimited $16.50 $49.00 per month

    NeatBooks $24.00 $70.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Talle expense report Not Available
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail
    + 2 More

    Vendor information

    Company Details Located in: San Francisco, California Founded in: 2012 Located in: Philadelphia, Pennsylvania Founded in: 2002
    Contact Details

    Not available

    https://tallie.com/

    Not available

    https://www.neat.com/

    Social Media Handles

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