Welcome, BPO Advisors!

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

benefitsIt’s all about the

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 ComplianceDetect 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 ScalabilityScale from 1 to 1,000+ users with ease.

Connect with integrated accounting, bill pay, and document storage systems at any time.

from visionto value

become an advisor

KEYtallieintroducing 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

Awesome Application

tallie.com | 1.800.592.5144

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