Everything you need to simplify your process
Regardless of the credit card program you use, Tallie securely reconciles transaction data from your corporate cards. Tallie helps you delegate corporate cards and assign each card to its cardholder to match transactions easily.
Any system can help you set up rules for classifying or categorizing transactions based on merchant names or credit card company-generated codes. Only Tallie uses learning-based algorithms to deliver transaction categorizations based on your behavior.
Credit card transactions can be automatically grouped into expense reports based on your statement start date. This enables administrators to reconcile one Tallie expense report against one credit card statement.
If you work in accounting, you are far too familiar with the manual, laborious process of coding individual credit card transactions to a general ledger account. Coding the expense now requires tracking down the employee who made the charge in order to learn its nature to complete your full reconciliation process.
Tallie resolves Corporate Card Transaction Coding for businesses of all types, operating virtually any accounting system, with enhanced export functionality for QuickBooks Desktop, QuickBooks Online, Xero, and Intacct. In Tallie, you can set up a direct connection to the issuing bank of your company-paid credit cards, then assign each card to the Tallie user account of the cardholder.
If one or more expenses have been recorded from a merchant in your company's Tallie account, Tallie will apply historical expense category or general ledger coding behavior to new transactions from the same merchant. Lacking company historical data, Tallie retains records of transaction coding across a vast database of credit card merchants and will apply a best-guess expense category when available.
Emburse Cards give you the ability to issue plastic and virtual credit cards with auto-enforcing rules built right in Robust policy controls and predefined budgets let you better manage cash flow and spend efficiently.
Many employees, contractors, interns, and volunteers incur expenses on behalf of businesses on their personal credit cards. Using the same automated bank feed technology as corporate credit cards, Tallie enables all expense submitters to pull in transactions from the issuing bank as a legitimate record of expense. Finance teams appreciate this feature, particularly when receipts have been lost or are unavailable.
Tallie makes it easy to import expenses from your credit cards. Chose your bank from a list of the most popular banks, or type in the name of your banks to choose from, and then it's a matter of logging in using your bank credentials and then simply importing the expenses. You can decide to auto import all expenses, or selectively import your credit card expenses one by one.
Emburse Tallie supports these popular credit cards, and many more: