Tallie

Tallie’s mobile-enabled solution simplifies and accelerates the painfully manual expense report process by automatically capturing, categorizing and processing expense transactions and integrating seamlessly with leading accounting systems. The company’s native integrations with industry leaders such as Intuit’s QuickBooks, Bill.com and SmartVault meet the growing need by companies, accounting firms and Business Process Outsourcing (BPO) services for a system-wide cloud-based ecosystem.

The Complete Expense Management Solution

Tallie has earned widespread endorsement by industry leaders including Boomer Consulting, BMRG, National Advisor Network, RootWorks, The Sleeter Group and others. It is the first and only comprehensive solution providing the following combination of benefits:

• The highest levels of user experience and functionality for every user at every stop of the workflow, beginning with the accounting industry and active users. Advanced data scanning, automation and user design techniques eliminate the need for unnecessary manual tasks and result an intuitive experience designed to reduce error and fraud while driving compliance, usage and expense submission velocity.

• Accounting integrity based on a thorough understanding of expense workflows. Tallie was created with over seven years of development side-by-side with accounting practitioners and engineers, applying and assembling best-of-breed technologies to solve the most nuanced problems preventing expense management efficiency.

• Bi-directional, real-time data synchronization with major platforms such as QuickBooks and Bill.com. The speed, efficiency and security of these direct integrations meet the growing need by companies, accounting firms and BPOs for a system-wide cloud-based ecosystem.

Expense Reporting Benefits

Go paperless and let SpringAhead do the accounting for you.

• Eliminate paperwork and speed up expense report creation and approval
• Export employee reimbursement data directly to payroll or your accounting system
• Upload or fax signed timesheets, scanned receipts and other documents for safe, secure storage using Tier 4 data centers; seamlessly integrate with SmartVault Document Management Solution

Project Accounting Benefits

Make quick and easy work of every back office process.

• Run the numbers in real time
• Easily track revenues, labor costs and expenses by jobs, sub-jobs, department, activity, class, and more
• Custom tailored features for QuickBooks users including controls for classes, items, payroll items

Seamless Integration

No one plays better with your current systems than SpringAhead’fully integrate your existing software and services with one click.

• Accounting integration including QuickBooks, QuickBooks Online Edition, Excel
• Payroll integration including Paychex, SurePayroll
• Staffing integration including Bullhorn, MaxHire, Sendouts, WinSearch

Time Tracking and Invoicing Benefits

Simplify timesheets and the billing process with intuitive automation and seamless integration.

• Create timesheets and invoices in QuickBooks without data entry
• Export time data to almost any payroll provider
• Easily manage multiple bill and pay rates by project, individual or task