Evaluate whether target KPIs for implementation, go-live and ongoing usage expectations are met.
Create and store setup templates in your Tallie Reseller Portal, organized by your individual practice areas or industry verticals.
Activity-based sync with Bill.com, Xero, QuickBooks Online and Dekstop, Sage Intacct and NetSuite.
Eliminates any need for client on-site financial expertise, providing smart workflows and guardrails that prevent accounting errors.
The expense management solution you choose for your clients is a reflection of your brand.
Dedicated customer support channels for your firm, including email, phone and chat options with contractual response times.
We keep pricing straightforward. You don't need to worry about doubling rules or hidden charges.
Activity-based sync with Bill.com, Xero, QuickBooks Online and Desktop, Sage Intacct, and NetSuite.
As a customer said: "Tallie is super easy to use and adopt. No training required, you can pretty much explore the interface and learn by using."