Emburse Tallie

Card Spending Tracker

Emburse Tallie’s Card Spending Tracker provides real-time visibility into company card transactions by automatically importing, categorizing, and matching them with receipts. It helps finance teams monitor employee spending, enforce policy compliance, and streamline reconciliation. This feature improves financial transparency, reduces manual data entry, and ensures accurate expense reporting organization-wide.

Expense Approval

With the Expense Approval feature, managers have a streamlined process to review, approve or reject employee-submitted expenses digitally. Managers receive instant notifications when expenses require approval and can quickly verify details against company policies right within the platform. This capability addresses the issue of delayed approvals and lack of transparency in traditional expense reporting workflows, speeding up reimbursement times and enhancing compliance.

Multi-level Approval

With Multi-level Approval functionality in Emburse Tallie, organizations can set up customized approval workflows requiring multiple levels of review depending on expense amount thresholds or organizational hierarchy rules. Expenses automatically route through each required approver sequentially until fully approved—addressing the challenge companies face when complex approval hierarchies require manual management or tracking outside an automated system.

Multiple Reporting Currency

The Multiple Reporting Currency feature allows users to submit expenses in various international currencies while automatically converting them into a standard reporting currency for easy reconciliation and reporting purposes. This capability ensures accurate expense reporting for global businesses or those with international travelers by eliminating manual currency conversion processes and associated errors.

Receipt Management

Emburse Tallie’s Receipt Management feature enables users to digitally capture, upload, store, and organize receipts securely within one central location. Employees can easily attach receipts to corresponding expense reports via desktop or mobile devices. This simplifies compliance audits by providing organized documentation while solving challenges related to lost receipts, incomplete records, or cumbersome paper-based filing systems.

Receipt Scanner

The Receipt Scanner feature allows employees to use their mobile devices to instantly scan receipts, automatically extracting relevant expense details such as vendor names, amounts spent, dates, and categories through advanced OCR (Optical Character Recognition) technology. By significantly reducing manual data entry efforts and human error associated with traditional receipt handling methods, this feature streamlines expense report creation for both employees and accounting staff.

Reconciliation Summary

The Reconciliation Summary feature provides finance teams with clear summaries of all submitted expenses against corporate card statements or internal accounting records for efficient reconciliation processes each month-end cycle. Administrators gain quick visibility into discrepancies or unmatched transactions needing attention—solving the tedious challenge of manually matching transactions from multiple sources that often leads to inaccuracies or missed charges.

Reimbursement Management

Emburse Tallie's Reimbursement Management functionality simplifies processing reimbursements by automating payment workflows once expenses are approved. Administrators can schedule reimbursements directly within the platform, track payment statuses, and ensure timely payments to employees. This feature effectively resolves the common business challenge of managing manual reimbursement processes that are prone to delays, errors, or miscommunication.

Spend Control

The Spend Control feature provides administrators with real-time visibility into employee spending patterns, enabling companies to enforce policies proactively and detect potential overspending early. With built-in policy enforcement controls, administrators can set spending limits by category or employee group. This directly addresses the challenge businesses face with uncontrolled or unmonitored spending that can negatively impact budgeting accuracy.

Tax Claim

Emburse Tallie's Tax Claim feature helps businesses identify recoverable taxes on employee expenses automatically by categorizing transactions according to applicable tax rules and jurisdictions. It provides clear reports highlighting eligible tax claims for faster processing during tax filings or audits. This addresses common business challenges involving inaccurate tax recovery processes due to overlooked eligible expenses or incorrect calculations.

Third-party Integration

Emburse Tallie's Third-party Integration capability enables seamless connection with popular accounting software, ERP systems, and other business applications such as QuickBooks, Xero, Sage Intacct, and NetSuite. By automatically syncing data between these platforms, it eliminates the need for duplicate data entry and ensures consistent financial information across all business systems. This addresses the common challenge of data silos and reduces manual administrative effort, improving operational efficiency.

Time & Expense Tracking

The Time & Expense Tracking feature in Emburse Tallie allows employees to quickly and accurately capture their billable hours and incurred expenses in a centralized digital platform. Users can easily log their time entries and associate them directly with related expense items, ensuring accurate project costing and client billing. This effectively solves the challenge businesses face with manual tracking processes, reducing errors, improving accuracy, and saving valuable administrative time.