Tallie is an expense reporting tool that integrates with other billing or accounting platforms (e.g. bill.com, Quickbooks, etc.) to present an expense management solution. It was supported by Certify since the 2017 merger with that company and Nexonia under the new company Certify Travel and Expense, and is now from Emburse, the company formed from the merger of Certify and Chrome River Technologies in March 2019.
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Zoho Invoice
Score 8.7 out of 10
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Zoho Invoice is a cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep…
$0
Per Organisation, Per Month
Pricing
Emburse Tallie
Zoho Invoice
Editions & Modules
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Free
$0
Per Organisation, Per Month
Offerings
Pricing Offerings
Emburse Tallie
Zoho Invoice
Free Trial
No
No
Free/Freemium Version
No
Yes
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
No setup fee
Required
Additional Details
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Zoho Invoice is a completely free product. It has no contracts, no ads, and no hidden fees
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Community Pulse
Emburse Tallie
Zoho Invoice
Features
Emburse Tallie
Zoho Invoice
Expense Management
Comparison of Expense Management features of Product A and Product B
Emburse Tallie
9.5
Ratings
10% above category average
Zoho Invoice
-
Ratings
Employee Expense Reporting
9.10 Ratings
00 Ratings
Corporate Card Reconciliation
9.90 Ratings
00 Ratings
Payment Management
Comparison of Payment Management features of Product A and Product B
Tallie is well suited for those that utilize Bill.com or another of its compatible integrations. Small businesses to medium-sized corporations can (fairly quickly) leverage Tallie. Tallie would be less appropriate for organizations that already lean heavily on Salesforce, NetSuite, or Workday -- Concur or Expensify might be more suitable options.
Zoho Invoice is well suited for any business, regardless of size, that needs to have a way to create invoices with hourly or flat rates. It's easy to create and archive projects. It also integrates into their other tools, including Zoho Projects. Zoho is great for businesses who want to accept online payments.You can use PayPal, Stripe, and a few others. Clients can also pay via ACH. It lets you know when a payment is processing AND when it clears. I believe that it would not be well suited in instances where a company creates lots of credit notes (because from the invoice screen the credit will appear to grow, but when you check active credit notes, it is the right amount) or estimates (I can't figure out how to use this feature)
Very intuitive - liked how it was convenient to use when uploading receipts and liked how it would attempt to figure out what was on it so it could pre populate the required fields.
The ability to add multiple categories and subcategories for where your purchase falls in the organization was super helpful when keeping organized.
Mobile app to upload receipts on the fly has helped increase the amount of folks remembering to submit their receipts.
Time tracking. Zoho invoice makes it super easy to track time and hours against specific clients and specific tasks.
Unbilled / billed time reporting. Zoho Invoice gives a dashboard view of hours yet to be billed, which helps keep on top of invoicing so nothing is missed.
Reporting. Zoho Invoice offers a robust reporting module for the price point. Canned reports can be customized easily.
Invoice sending and tracking. Zoho Invoice makes it easy to create and send invoices. Invoices are easy to clone, which makes creating regular, repeatable invoices a snap.
Tallie suggests it is able to read receipts and place them into the correct category, but I find myself updating these sections each time I upload a receipt. The system should be updated to read multiple receipts.
Tallie sometimes rejects photos if they are not specific enough. This can be frustrating since it is sometimes difficult to upload receipts quickly while on the road. However, this rejection is not a common occurrence.
More often then not, Tallie's emails go to my junk folder. Tallie should work on their spam count for Outlook.
Certainly not as robust as bigger products/names on the market, but the features/solution it offers do extremely well, with a good mobile app experience and a nice, clean interface. It helped our organization (7 locations) go paperless, which rapidly improved our expense capture and timeliness in reporting and also gave our staff a better, user-friendly expense report and reimbursement process.
Ease of access of using the dashboard the buttons I mean like if it is taught in 10th I would have worked it. Simple and minimal hi give good entry to be more transparent and sharable to clients in seconds. The client also get shocked by saying it's fast.
As a user of Tallie, I have never needed any support to use it. It is simple, logical and needs no training to use. As a company, I don't think we need any ongoing support but I believe the setup process, which they guided us through a year ago went well.
Both Tallie and Expensify are quality products that help with credit card management. Setting up an account, if you are only managing one company either product is equally qualified, however, if you are managing multiple companies, I find Tallie is easier for the set up and management of companies. In Tallie companies are treated as separate products, when you log on you select which company you are working in and while in that company you don't have access to another, whereas in Expensify companies can be intermingled. This could have is benefits, but from an outsourcing point of view it can make set up and management of clients harder. With assisting users, in Tallie as long as a user has the right permissions and access to a company, they can access any user's account in order to process charges, or assist users by masquerading as them. In Expensify, users have to give admin access to their accounts through their co-pilot access, this isn't an issue if users aren't likely to need help or help from more than one admin person, but as your client list and users grow, this type of access can be challenging or overwhelming.
Zoho Invoice streamlines bill creation and sending by personalizing invoices with logos, identities, and terms. It offers detailed payment reports, an integrated payment system, and payment summaries for tracking success. It automates invoicing and payment tasks, saving time and money for companies. Zoho Invoice integrates with Stripe Payments, enhancing settlement processes and promoting digital payment adoption.
The biggest ROI for my business is that Zoho Invoice reduced the cost of invoicing so much, that I was able to invest that savings back into the business development allowing us to grow.
Zoho Invoice provides the option of giving your clients a client portal through which they have access to their own accounts and can see and print their own reports as needed. That helps to create a transparency that our clients love.
Zoho Invoice has been dependable. I have not had one issue with using the platform or its functions since I switched to it a few years ago.
