Connect with Tallie

The Tallie app turns your detailed expense reports into bills, along with receipts and documents, and keeps all critical expense data in sync, including accounts, customers, vendors, items, and classifications. This means that you can reimburse your employees using the same method you use to pay vendors and ensure that your expense and billing data is always up to date, no matter the system you are using.

Installing the Tallie app to create a new Tallie account

  1. Log in to Bill.com
  2. Click the gear icon
  3. Under Apps, click view all
  4. In the Tallie box, click Tallie
  5. Click Connect
  6. Click Continue
  7. Review the auto-filled account information and click Confirm
  8. Read and accept the Terms of Service by clicking I agree to these terms
  9. Review your price plan and click Next
  10. Provide billing information and click Begin Billing
  11. Complete the app installation by clicking Begin Bill.com Sync Now
  12. Click Sync Now to begin your sync when you are returned to the Tallie sync page in Bill.com
  1. Log in to Bill.com
  2. Click the gear icon
  3. Under Apps, click View all
  4. In the Tallie box, click Tallie
  5. Click Connect
  6. Click Continue
  7. Select the Tallie account you'd like to connect to Bill.com since Tallie will auto-detect any existing Tallie accounts using the same email address used in Bill.com
  8. Click Begin Bill.com Sync Now
  9. Click Sync Now to begin your sync when you are returned to the Tallie sync page in Bill.com

Things to know

Once the Tallie app installation is complete in Bill.com, a Customer Support Representative from Tallie will contact you to complete the configuration of the Tallie account for Bill.com.