Home > Accounting Software > Tallie > Tallie vs Accounting Seed

Tallie vs Accounting Seed

Last Updated: November 18th, 2024

Our analysts compared Tallie vs Accounting Seed based on data from our 400+ point analysis of Accounting Software, user reviews and our own crowdsourced data from our free software selection platform.

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Product Basics

Tallie is a mobile and online expense management tool built specifically for smaller businesses. It’s easy-to-use and minimizes the possibility of duplicate entry or manual error. A global provider — it makes the process simpler to navigate.

Integrations seamlessly connect with core accounting systems like Xero, QuickBooks Online, QuickBooks Desktop, Sage Intacct or NetSuite. The vendor partners with bill.com to ensure that sending money goes smoothly. It helps businesses stay ahead while managing funds and reconciling credit cards with rapid receipt scanning, automatic report generation, duplicate de-duping and on-the-go mileage tracking.

Accounting Seed streamlines financial processes for mid-sized to enterprise businesses, particularly those in professional services, non-profits, and project-based industries. Built on the Salesforce platform, it leverages CRM integration and robust customization options to cater to specific needs. Key benefits include automated workflows, multi-currency support, and real-time financial reporting. Popular features range from billing and revenue recognition to inventory management and project accounting. User reviews praise its intuitive interface, scalability, and reporting capabilities. Pricing follows a tiered subscription model based on user count and desired functionality. While considered a premium solution, its feature set and integration capabilities often outweigh the cost for businesses seeking a comprehensive financial management system.

Pros

Easy to use interface
Robust reporting features
Seamless Salesforce integration
Customizable dashboards
Strong customer support

Cons

Limited customization options
Occasional bugs or glitches
Steeper learning curve for some features
Can be slow at times
No mobile app

$90 Monthly

Free Trial is available →

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Tailored to your specific needs

$750 Monthly

Free Trial is available →

Get a free price quote

Tailored to your specific needs

Small

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Large

Small

Medium

Large

Windows

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Chromebook

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Android

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Cloud

On-Premise

Mobile

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Mobile

Product Assistance

Documentation

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Live Online

Videos

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Videos

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Phone

Chat

FAQ

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Knowledge Base

24/7 Live Support

Phone

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24/7 Live Support

Product Insights

Accessible: Take a picture of the receipt and upload it via app or email to keep it safe. Use credit cards to reconcile transactions automatically. Populate expense data like merchant, date and amount from the receipt image via OCR.
Better Communication: Keep everyone on the same page with multi-layered approval chains. Allow managers to communicate from one place by annotating reports and sending everyone system-generated reminders.
Simple Implementation: Work with a dedicated team assisting during the switch. Check for duplicate transactions, policy violations and route the expense report to the approver for approval.
Comprehensive View: Gain a holistic perspective of all processes — from expense submission to report to ensure timely processing.

Better SalesForce Integration: Integrate with SalesForce CRM and use the SalesForce Product Object. Use it as a standalone product if the system is hooked to the complete platform.
Improved Invoicing: Make use of multiple invoice formats with built-in approvals. Set up recurring bills for improved security and compliance and to minimize the possibility of errors.
User-friendly Reporting: Create user-friendly or fully formatted financial reports using SalesForce. Easily track the company’s performance regularly with custom reports.
Time Tracking and Expenses: Manage accounting with built-in time cards. Track and report on expenses using the app.
Better Accessibility: Access and conduct business from anywhere in the world with the mobile app.
Eliminate repetitive tasks: Automate repetitive tasks and personalize the system using point-and-click automation. Leverage the feature to personalize with codes if the automation doesn't work for certain use cases.

Cloud-Based Platform: Access it anytime and anywhere with a stable internet connection. Ensure airtight security and share and collaborate with ease. Reduce paperwork and take better control of financial processes.
Drag-and DropInterface: Provide users with a simple drag-and-drop user interface. Create an expense report with a single click. Check for duplicates and policy validation before report submission.
Report Photo: Take a photo from any Android or iOS mobile phone and generate an expense report. Drag the receipt from the desktop to the browser or forward an email with the HTML content.
Mileage Calculation: Claim mileage reimbursement at the standard IRS rate or the company’s custom rate with the intuitive tool. Dynamically generate a map for visual reference with its mileage tracking feature that comes with GPS.
Automatic Data Population: Generate an expense entry and send it to the account with critical information like merchant date, expense category and dimensional classification by scanning the receipt.
Optical Character Recognition: Run every proof of purchase image through the OCR and scan crucial information to generate a report. Minimize manual entry by automatically scanning receipts.
Category Mapping: Make use of machine learning algorithms to assign categories mapped to chart the accounts. Auto extract the expense category along with the relevant data.
Duplication Detection: Compare every new expense with the previous ones to ensure there’s no duplicate entry. Reduce the risk of data error and boost productivity.
Credit Card Reconciliation: Group transactions into expense reports to reconcile a report against a statement. Run accrual information and issue credit cards.
Bill.com Integration: Access bill payments and expense reports through a partnership with bill.com.
Convenient Mobile Version: Use the app on mobile and record all receipts by taking pictures. Get the freedom to work from anywhere. Save money by streamlining day-to-day SMB bookkeeping.
Centralized System: Centralize expense submission and approval. Standardize accounting processes and improve staff productivity.
Free Trial: Get a 14-day free trial without signing up or submitting any credit card details.
Expense Portal: Upload and record all portal expenses instead of entering everything to a spreadsheet.
Pre-Set Rules: Check policy violations and duplicate transactions based on the pre-set controls to ensure compliance. Free staff from having to dig through the system to check for potential mistakes.

Billing: Create an invoice, start a project or make a recurring billing plan without tedious integration. Customize recurring billing to business requirements. Configure and personalize the system for simple, smarter billing and payment management.
- Bookkeeping: Make sure that the business has relevant tax data and error-free and consistent bookkeeping with Avalara. Ensure seamless high-level security transactions without any fee structure with Stripe. Manage billing at the contract level by monitoring past, present and future activity. Make billing simpler with automatic subscription renewals.
Accounts Receivable: Bridge the gap between invoices and payment cycle for a productive cash flow. Automate collection notices and monitor customer activities, aging balances in real-time with configurable dashboards and reports.
- Single-View Visibility: Maintain visibility of the project lifecycle and manage customer communication with custom processes. Compile accounts receivable data from any date or time and gain real-time visibility. Get a single view of billing quotes and incoming sales orders. Eliminate the need for repetitive billing work and get paid faster.
Revenue Recognition: Free up the finance department’s time with a CRM-integrated customizable revenue management system. Enhance financial accuracy and make well-informed decisions by recognizing patterns, establishing connections and classifying financial data.
- Customizable Accounts Receivable: Customize accounts receivable for revenue recognition based on policies and procedures to ensure an efficient process. Streamline business workflow by automating revenue recognition. Minimize dependency on multiple IT resources with custom configuration. Record and edit contracts natively without the need of any additional integration software.
Recurring Payments: Eliminate repetitive manual calculation with usage-based billing and built-in tiered payments. Customize the solution according to the business model. Make single or batch billing records from single or multiple sales opportunities. Create invoices from sales orders at any stage of completion with a click. Use time cards or expense reports to create bills.
Paying Vendors: Customize the purchasing process and link a purchase order with a manufacturing or construction order as the business demands. Analyze stock level and purchase inventory without the hassle of integration points. Make transactions easier with the connectivity to over 14,500 banks and credit card companies.
General Ledger: Gain complete control of charts of accounts set up with the analytical and intuitive financial management software. Manage user configuration without coding or customization and automate back-office operations with ease.
Multi-Currency: Pay foreign vendors and receive payments in any currency. Keep track of the gain and losses based on fluctuations in the exchange rates with the standard pronouncements. Save time and money by automating conversions for transactions. Create compliant reports in multiple currencies. Minimize the possibility of errors with automated financial consolidation tools.
Multi-Company: Manage budget for multiple companies in a single database. Share sales quotes and opportunities, vendors, charts of accounts, projects and accounting periods between different entities. Get real-time insights by switching between companies and local account views. Boost visibility and control with flexible, multi-company reports.
Bank Reconciliation: Clear bank transactions and make quick reconciliations with minimal data entry using Bank Direct Connect. Ensure correct and up-to-date information by tracking changes with the audit trail function.
- Statement Management: Get statements from any bank and reconcile checking, savings and credit card accounts. Efficiently manage bank errors, keep an eye for frauds and maintain accurate cash flow.
Sales Order Management: Save time and money with a streamlined sales order process. Make a sales order from the inventory in the CRM. Reserve products for a particular customer’s orders by designating the items. Capture packaging and shipping details from a single interface.
- Purchase Orders: Generate purchase orders directly from sales. Monitor and manage warehouse and inventory directly into one integrated system. Build a customized solution with kitting, serialized and non-serialized inventory, historical inventory balance reporting, multi-warehouse and multi-location environments.
Project Accounting: Consolidate general ledger and project accounting into one system. Eliminate confusion and wasted time with an integrated general ledger and connected project system. Manage resources and gain rich insights from the financial reporting dashboards.
- Project Tracking: Keep track of the individual project and monitor overall business health. Analyze past projects and make the right project bid. Effectively track and manage the lifecycle of the project from beginning till the end.
Tax Accounting: Organize and store accounting data in one cloud-based platform. Ensure compliance, accuracy and efficiency with Avalara integration, providing 360-degree sales tax compliance control.
- Real-time Data: Get access to financial data in real-time and gain optimal flexibility for VAT reporting, tax calculation. Get an automatic sales tax calculator. Create VAT returns with Avalara VAT reporting and digitally transmit it to the tax authorities.
Data Security: Keep data safe with secure API, strong SalesForce IT infrastructure, two-factor authentication, user permissions, real-time event monitoring. Make sure your business is safe and the data is secure with a reliable, flexible solution.
Point and Click Configuration: Create translation for the configuration with the translation workbench. Update data fields with workflow rules and process builders.
Integration: Credit disbursement, collection tracking and customer interaction can be managed with SalesForce CRM integration, while Stripe integration helps with online payment collection.
Drag-and-Drop: Drag-and-drop editing allows the managed reports configuration allowing for a future data export to Excel. Track expenses, reports and budgets with a consolidated general ledger.

Product Ranking

#29

among all
Accounting Software

#281

among all
Accounting Software

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Analyst Rating Summary

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User Sentiment Summary

86%

of users recommend this product

Tallie has a 'great' User Satisfaction Rating of 86% when considering 90 user reviews from 2 recognized software review sites.

84%

of users recommend this product

Accounting Seed has a 'great' User Satisfaction Rating of 84% when considering 337 user reviews from 4 recognized software review sites.

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Awards

Synopsis of User Ratings and Reviews

Expense Report Creation: Tallie streamlines the expense report creation process, allowing users to easily capture receipts, categorize expenses, and submit reports for approval.

Mobile App: The mobile app enables users to manage expenses on-the-go, offering convenience and flexibility for business travelers.

Integrations: Tallie integrates with various accounting software and travel booking platforms, facilitating seamless data transfer and reducing manual data entry.

Policy Compliance: The software helps enforce company expense policies by automatically flagging out-of-policy expenses, ensuring compliance and reducing the risk of errors.

Credit Card Reconciliation: Tallie simplifies credit card reconciliation by automatically matching credit card transactions with receipts and expense reports.

Streamlined Workflows: Automates tasks, reduces manual data entry.

Seamless Salesforce Integration: Unifies financial and customer data.

Real-time Insights: Provides instant visibility into key metrics.

Improved Reporting: Customizable dashboards and reports for better decision-making.

Scalability and Flexibility: Adapts to growing businesses and diverse needs.

Limited Functionality for Project Accounting: Tallie's features may not fully cater to the needs of project-based businesses, especially those requiring intricate job costing or revenue recognition functionalities.

Mobile App Limitations: The mobile app, while convenient for expense tracking, may lack some of the more advanced features available in the web version, potentially hindering comprehensive expense management on the go.

Learning Curve: Users accustomed to other expense management software might initially find Tallie's interface and workflow to require an adjustment period.

Limited Customization Options: May not fully adapt to specific needs.

Occasional Bugs or Glitches: Can disrupt workflows and require support.

Steeper Learning Curve for Some Features: Complex functionalities might require training.

Can Be Slow at Times: Performance issues can impact user experience.

No Mobile App: Lacks on-the-go access and data management.

Looks like Tallie's got users balancing the books on whether it's a hit or miss. While some sing its praises, others aren't totally sold. Let's tally up the good, the bad, and the 'meh' to see if this expense management software adds up for your business. Fans of Tallie rave about its user-friendly interface and seamless integration with accounting software like QuickBooks and Xero. The mobile app gets a thumbs-up for its receipt-scanning feature, making expense tracking a breeze. Tallie also wins points for its customizability, allowing businesses to tailor approval workflows and expense categories to their specific needs. On the flip side, some users find the reporting features a bit clunky and limited. Others mention occasional glitches and syncing issues, which can be a real headache. When it comes to pricing, Tallie falls somewhere in the middle of the pack – not the cheapest, but not the most expensive either. So, who should consider joining the Tallie team? It seems like a good fit for small to medium-sized businesses that need a user-friendly expense management solution with solid accounting software integration. However, if robust reporting is a top priority, you might want to explore other options. And if you're on a tight budget, there might be more cost-effective solutions out there. Ultimately, the best way to know if Tallie is right for you is to take it for a spin yourself.

Accounting Seed users share a love-hate relationship with the software. For many, its Salesforce integration shines brightest, with "it truly ties into Salesforce seamlessly" and "no need for an API connection" being common praises. This unified data view across sales and finance wins favor in companies wanting clear customer-to-financial insights. However, some find its customization options "cluttered and confusing," particularly when compared to rivals like Xero or QuickBooks. Users lament "frustrating input screens" and a "steeper learning curve" for complex features. Reporting is another battleground. Some rave about "robust reporting features" that provide "real-time insights," while others criticize "a rework is receiving a rework" and "not integral to any accounting software." Compared to Intuit's FinancialEdge, Accounting Seed's reporting flexibility seems to fall short for some. Despite these frustrations, praise for the user interface and support persists. "Easy to use interface" and "strong customer support" are frequent positives, contrasting with complaints about clunky competitors like Sage. Efficiency gains are also highlighted, with users enjoying "reduced manual work" and "streamlined financial processes." Overall, Accounting Seed seems to be a mixed bag. Its Salesforce integration and user interface charm some, while its reporting and customization limitations disappoint others. For companies prioritizing user-friendliness and real-time financial insights, it's a contender. But for those needing highly customizable reporting or slick on-the-go access (no mobile app yet!), other options might be a better fit.

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FAQ

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