Sage Expense Management
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
- Automatic Data Extraction
- Automatic Policy Enforcement
- Real-time Expense Visibility
- Dynamic Approval System
- Custom Approval Hierarchy
- 3rd Party APIs
- Trip Authorization and Requests
- Multi-Country & Multi-Org Setup
- Automatic Account Syncing
- Corporate Cards
- Advance Management
- Duplicate Detection
- Mileage Claims
- Analytics
- Expense Audit Trail
Pricing Info
Sage Expense Management offers usage-led pricing, billing users only when they create at least one expense or have a corporate card connected to Sage Expense Management with at least one transaction on it in a month. These are called active users. This means users can onboard all employees but get charged only for active users. They can then book a demo to get a quick tour of how the software works.
Below are the three plans Sage Expense Management offers based on the users’ needs:
Growth – $11.99/month
- Unlimited receipt scanning with automated data extraction
- Receipt collection & expense completion via Text Messages
- Unlimited expense tracking from, Gmail, Outlook, Slack, and more.
- Mileage & Per Diem tracking
- Direct Visa integration via real-time feeds
- Direct Mastercard integration via real-time feeds
- American Express virtual Cards
- Instant text notifications for card spend, receipt collection via text and automated reconciliation
- Personal card management
- Universal statement parser to import credit card statements
- Automated credit card reconciliation
- Single-stage approvals
- Business rules and real-time policy violation checks
- Custom employee categories and expense fields
- Employee access delegation
- Two-way integrations with:
- QuickBooks Online
- Xero
- QuickBooks Desktop (additional cost applicable)
- AI-powered Copilot for instant spend insights and real-time support, get expense breakdowns and instant answers to all your queries.
- Basic email and knowledge base support
- Optional premium support with 24/7 live chat based support (additional fee applicable)
Business – $14.99/month
Everything in Growth plan, plus:
- Multi-org, multi-stage and policy-driven approvals
- ACH reimbursements (US only)
- Project expense tracking
- Custom data exports, including MIS
- Multi-currency, multi-region setup with multiple entities/orgs
- Two-way integrations (one-time implementation fee applicable) with:
- NetSuite
- Sage Intacct (Sage fees as applicable)
- Sage 300 Construction & Real Estate (Sage fees as applicable)
- QuickBooks Desktop (additional cost applicable)
- Direct, third-party, and API integrations with any accounting, travel, HRMS, and payroll software
- Premium Support with 24/7 live chat and email-based support, with a named account manager
- Optional SSO (additional fee applicable)
Enterprise – By quote
Everything in Business plan, plus:
- IP whitelisting of admin accounts
- Google single sign-on (SSO)
- Single sign-on with AD and Okta
- Branded account and emails
- Dedicated Enterprise Account Manager
- Half-yearly business reviews to optimize cost and compliance
- Customer Advisory Group for feature suggestions and direct FaceTime with the Product and Engineering teams, with priority access to features and planned deployments.
Integrations
Sage Expense Management integrates with the following business systems and applications:
- Intuit Quickbooks
- Xero
- travelperk
- Gmail
- Office 365
- Oracle NetSuite
- Sage Inacct
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Aprio, Centric, Sprenger
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
Sage Expense Management is an AI-powered spend management platform with intuitive features including Facebook plugins.
Company Email
support@fylehq.com
Contact No.
Company's Address
Fyle Technologies
Newark, Delaware
United States
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