Asset Vantage
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Designed with Mobile Users in Mind
- Delivers Optimized Browser-Based Experiences
- Capture and Generate Expenses Dynamically
- Create Expenses from Captured Receipt Photos or Emailed Receipts
- Track and Calculate Mileage
- Manage Credit Card Transactions and Expenses
- Credit Card Import Feature
- Smartly Categorize Credit Card Transactions based on Behavior
- Reconcile Expenses Reports against Credit Card Statements
- Set And Enforce Internal Controls
- Expense Policy Rules Engine
- Detect Expense Duplicates
- Source Documentation
- Flexible Expense Coding and Categorization
- Create and Configure Multi-Layered Approval Workflows
- Integration and Bidirectional Activity-Based Data Synchronization
Pricing Info
Pricing Info
Tallie delivers three paid plans, a Basic Accounting Plan, Cash Control Plan, and a Cloud ERP Plan.
The Basic Accounting Plan provides you with the opportunity to set up an account for each employee, contractor, or individual who is incurring expenses on behalf of your company and creating expenses.
Basic Accounting Plan – $50/month for 5 users + $9/month for each additional user.
- Manage employee expenses
- Track company card spend
- Capture receipts and expenses on-the-go
- Flexible approval chain configurations
The Cash Control Plan gives you the ability to automate expense reimbursements and simultaneously transfer reimbursement data through our integrations.
Cash Control Plan – $95/month for 9 users + $10/month for each additional user.
- On top of the Basic Accounting Plan, you get the following:
- Automate expense reimbursements and credit card statement remittance through Bill.com
- Simultaneously transfer data to QuickBooks and Bill.com through our award-winning proprietary triangle sync capability
The Cloud ERP Plan provides additional integrations to accounting software including Intacct and Netsuite and more control for larger companies.
Cloud ERP Plan – $200/month for 18 users + $11/month for each additional user.
- On top of the Cash Control Plan, you get the following:
- Integrations into Intacct or NetSuite to manage more data, across a larger distributed workforce.
Integrations
Integrations
Tallie integrates and synchronizes with the following accounting, bill pay, ERP, payroll management, and practice management systems and applications:
- Bill.com
- QuickBooks Online
- QuickBooks Desktop
- Xero
- Intacct
- SmartVault
- Practice Engine
- PEX Prepaid Visa Card
- Right Networks
- Avalara
- SAP
- Oracle
- Sage
- Microsoft Dynamics
- Paychex
- ADP
- My Payroll HR
- SurePayroll
- ZenPayroll
- STAR
- CHH
- Thomson Reuters
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Claudia Rodriguez, Amy Price, Carlos Benson Martinez
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
An automated expense report software solution that delivers robust features for reshaping how you capture, manage, and report business-related expenses.
Company Email
support@usetallie.com
Contact No.
Company's Address
Tallie
SpringAhead, Inc.
525 2nd St, San Francisco,
CA 94107,
USA
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Financial data aggregation
- Portfolio performance
- General ledger
- Document management systems
- Bank feeds
- Market feeds
Pricing Info
Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.
A paid trial is available at $499/month.
Integrations
Asset Vantage supports integration with various software and systems. For information, you can get in touch with Asset Vantage.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Asset Vantage is a financial reporting software that seeks to provide support to family offices and trusted wealth custodians.
Company Email
Contact No.
Company's Address
Asset Vantage
One Dock Street Suite 201
Stamford, CT 06902
USA
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