Tallie offers expense management software that delivers lowered costs, higher efficiency, financial visibility, and control for BPO advisors and their clients. The seamless expense report solution from Tallie can streamline processes, enhance compliance, and provide real-time monitoring and reporting of expenses by person, project, merchant, and category. Tallie also offers complete scalability from 1 to 1,000+ users, integration with accounting and other systems, and award-winning U.S.-based support.

1. Welcome, BPO Advisors!

2. By partnering with Tallie, you’ll accelerate your
clients’ workflow with award-winning expense management software that delivers lowered costs, higher efficiency, financial visibility, and control.
tallie + bpo
benefits
It’s all about the

3. the quickest path
Tallie offers a truly seamless expense report solution for the Client Accounting Services market. We use Tallie in our own business, and they are worth a close look for any firm looking to leverage technology and the cloud to drive growth and improve its clients’ business performance.
l. gary boomer, ceo boomer consulting inc
Minimize steps and centralize data to save time, reduce cost, and eliminate error.
Streamlined Process
Enhanced Compliance
Detect and prevent policy violations, transaction duplicates and potential fraud; direct linking of source documentation to financial records for audit preparedness.
Monitor and report expenses
by person, project, merchant,
and category in real-time.
Financial Visibility
Complete Scalability
Scale from 1 to 1,000+ users with ease.
Connect with integrated accounting, bill pay, and document storage systems at any time.
from vision
to value
become an advisor

4. KEY tallie introducing the
Industry
Expertise
Important
Tools
Award-winning, U.S.-based
technical support, setup,
and training for every
client and their employees.
Arm firms with vital
tools and information
to achieve and exceed
their BPO goals.
new for you
program
Program Packages
Training &
Technical Support
Elite
Premier
Select
Advisor Add-On
Provide strategic, industry-specific
guidance tailored
to firm and client needs.
Ongoing Strategic &
Performance Services
Dedicated Firm
Support & Training
U.S.-Based
Support & Training
One Time
Advisor Session
The Tallie Expert Team is extremely helpful! Any time I have a question, they are
prompt in their responses and always listen to the needs of our clients.
jessy k., cpa moss adams llp

5. Awesome Application
tallie.com | 1.800.592.5144
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