Integrations
Connect your favorite tools to Tallyway
Stop re-keying numbers between apps. Keep spend, receipts and payroll data flowing in and out of Tallyway and cut the month-end scramble with our integrations.
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Security and Compliance
Make your spend data observable and actionable
Integrate with identity and compliance platforms and give your finance team confidence to run Tallyway at scale.
Link Previews
Get the context you need in one tool
See the status of QuickBooks bills, Slack approvals, Gusto payroll runs, and more — without leaving Tallyway.
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October Close
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October Close
Bills & Syncs
MF
Q
Sync October card spendIn ProgressQB-1 • Assigned to Mala Fontes • Updated 44 minutes ago
JL
G
Approve payroll reimbursementsOpen#1 • jessilace • opened 8 minutes ago
Context
RJ
Roisin JoyceHey Sam! Here are the cards you’ll need: Ops ending 4421, Travel ending 8830 and Software ending 1207.tallyway.slack.com
Synced Databases
Beta
Keep data from other tools in sync
Want a live ledger for your external tools? Use Synced Databases to check the status of your QuickBooks bills, Xero invoices or NetSuite journals, right inside your Tallyway workspace.
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QQuickBooks
- Dashboard
- Transactions
- Reports
- More
Create
Transactions/October Close
Reconciliation
7 days remaining
Close period
HP
Type
Group by
None
Insights
To review 3 items
Categorize Harbor & Pine invoices
TX-2
Match Copperline fuel receipts
TX-3
Review Fieldwork refunds
TX-4
In progress 1 item
Reconcile Northfield card spend
TX-1
Done 1 item
Post September accruals
TX-5
Month-end Close
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Month-end Close
Board View
SortSearchNew
Not Started10
In Progress6
Complete1
Categorize Harbor & Pine invoices
HPMF
CloseOctober
Match Copperline fuel receipts
HPMF
CloseOctober
Review Fieldwork refunds
JL
CloseOctober
New
Reconcile Northfield card spend
RJSKTN
CloseOctober
New
Post September accruals
DPTN
CloseOctober
New
Automations
Automate your finance workflows
Make Tallyway the central nervous system for all your money tools. Automatically update other apps, chase receipts, and keep your books consistent so your team closes faster.
- When a bill
- Is tagged
- Approved
- Notify in Slack
Q
- When an expense
- is added to Travel Card
- Create an entry in QuickBooks
G
- When a reimbursement
- from Team Expenses
- changes status to
- In Progress
- Add to Gusto Payroll Run
- When a receipt
- is missing from Card Spend
- Email team@harborpine.com
