SmartVault and Tallie Create End-to-End Expense Report Workflow System

Houston, TX – June 14, 2013 – SmartVault, a leading provider of Software as a Service (SaaS) online document storage and secure file sharing solutions, and SpringAhead, a leader in expense report automation and creator of Tallie, today jointly announced a uniquely powerful three-way integration with Intuit’s QuickBooks. Tallie’s integration with SmartVault delivers the ability to sync expense source documents directly with the associated entry in QuickBooks within one central repository. The result is workflow automation from the point of expense to an audit-ready data storage system—accessible directly from within a firm’s accounting system.

“Having a single system of record for financial data and all related source files means a firm is always audit-ready,” said SmartVault founder and CEO, Eric Pulaski. “Tallie adds tremendous additional value beyond data integration by distributing the onerous task of uploading source documents.”

“Access to the complete transaction record, including the receipt, is a huge benefit to customers and their accountants,” said Chris Farrell, founder and CEO of SpringAhead. “A great deal of engineering rigor went into Tallie’s automated policy compliance, and accounting control and fraud detection tools to make the solution a very simple reality.”

Tallie scans receipt information into an intelligent system that automatically categorizes expense information based on a company’s practices. It also reconciles with corporate credit cards and includes a host of management tools for policy compliance and analytics. Tallie is the only expense report automation solution that merges credit card transactions with receipt data and detects duplicates.

“This collaboration is an extension of our approach to the increasingly specialized SaaS market—partnering where we can create incremental value for customers while giving them more control, not less, of their most important asset, their data,” added Chris Steege, CMO of SpringAhead.

 About Tallie & SpringAhead

For nearly a decade, SpringAhead has pioneered time, billing, and expense SaaS business solutions. The company is ranked in the Top 50 of Inc. 500’s fastest growing software companies and its products are used by over 2,000 small to mid-sized companies. Tallie, SpringAhead’s flagship product, is the first mobile-forward expense report platform designed for users, built by experts, and engineered to integrate with existing financial systems. Tallie intelligently scans, categorizes, and matches receipt and credit card data, automatically generates expense reports, and seamlessly pushes expense data into accounting systems. Tallie also automates the management and tracking of expenses through a suite of enterprise-grade policy compliance, internal control, and analytics tools. Visit to learn more or talk to an expense automation expert.

About SmartVault

SmartVault, a leading provider of Software as a Service online document storage and secure file sharing solutions, provides accounting professionals and businesses with an easy and affordable solution for users to store, view, and share files securely any time and from anywhere. SmartVault’s unique integration with popular small- and medium-sized business applications such as QuickBooks creates a seamless user experience for scanning, attaching, and finding documents within a familiar application. With SmartVault’s web portal, users can securely view and share files. SmartVault has earned top honors from Intuit as a QuickBooks Gold Certified Developer, has won both a Readers’ Choice Award and multiple Technology Innovation Awards from CPA Practice Advisor, and has earned both Awesome App and Awesome QuickBooks Add-On awards from The Sleeter Group.