Step 1
Start with the receipt
Upload one receipt or several at once from a phone or computer. Add details now or save the receipt first and finish the remaining details later.
See how it works
A clear path from receipt to payment.
RootTally keeps each receipt, request, approval, and Finance handoff connected, so your team always knows what is ready and what happens next.
Apply for early accessStep 2
Keep the details organized
RootTally keeps the original file, purpose, payment source, and other required information together. It can also flag possible duplicates before the same purchase moves forward twice.
Step 3
Create the request
Group ready expenses into a reimbursement or organization card report, or use the Pay Bill workflow for an invoice. The information already entered stays with the request.
Step 4
Send it through approval
Route the request to the right people based on your organization’s roles and approval settings. Approvers can review the support, approve it, or return it with a clear reason.
Step 5
Finance completes the process
Finance receives the request, receipts, signatures, and approval history together. Approved records can be exported, completed, downloaded, or printed for payment processing and audit files.
One clear process
Simple for your team. Clear for Finance.
Move reimbursements and bill pay forward without paper forms, spreadsheets, or long email chains.
Apply for early accessLaunch updates
Interested, but not ready for the pilot?
Leave your name, organization, and email. We’ll notify you when RootTally officially launches.