Expenses, approvals, and finance workflows — together

Rooted in purpose.Tallying every dollar.

RootTally helps churches, nonprofits, and businesses capture expenses, manage reimbursements, submit Check Requests, route approvals, and hand Finance clean records without the usual paperwork chase.

Get started See how it works

Private by design

Receipts and documents stay protected behind role-based access.

Audit-ready

Approval history, coding, receipts, and payment details stay together.

Built for real teams

Clear workflows for submitters, approvers, Finance, and administrators.

Dashboard

Here's what needs attention today.

Needs details

Ready for report

Pending approval

Ready for Finance

Recent activity

View all

Fellowship Lunch

May 8 · Account coded

$128.45

Pending

Mission Trip Flights

May 8 · Account coded

$642.30

Approved

Training Materials

May 8 · Account coded

$89.99

Approved

Community Outreach

May 8 · Account coded

$156.20

Returned

Quick actions

Add expense

Start report

Check request

Approval workflow

Submitted

Supervisor review

Finance review

9:41

Good morning, Jordan.

You have 3 tasks.

Expenses need details

Approval to review

Recent expense

Amazon Business

Office supplies

$142.35

One clear workflow

Capture it once. Keep it moving.

RootTally keeps each expense connected to the receipt, purpose, account code, approval path, and Finance handoff from start to finish.

Smart receipt capture

Snap a receipt. Start in seconds.

Capture a receipt while it is in your hand. RootTally can suggest the vendor, total, and date, then lets you review everything before it is saved.

Suggestions only fill blank fields.

Your own values are never silently overwritten.

Save now and finish missing details before reporting.

Capture & submit

Snap a receipt. Start in seconds.

Upload or photograph a receipt and let smart suggestions help fill vendor, total, and date while you stay in control.

Photo or file upload

Smart field suggestions

Finish missing details later

Expenses & reimbursements

Every expense. Handled with ease.

Track out-of-pocket expenses and organization-card charges in one clean workspace.

Personal reimbursement

Card reimbursement

Clear report readiness

Approvals & workflows

Approvals that fit your organization.

Route reports by supervisor, amount, and policy. Return one expense without stopping the rest of the report.

Custom approval paths

Threshold-based review

Partial approval with comments

Check requests

Request payments without the side emails.

Create a single vendor or payment request, attach the supporting document, and send it through approval.

Check or ACH workflows

Document attachment

Payment reference tracking

Finance handoff

Finance gets what it needs.

Give Finance clean account coding, complete documentation, tracked status, and export-ready records.

Account code tracking

CSV and report exports

Completed payment history

Reports & records

See what is moving. Know what is stuck.

Keep reports organized by status and preserve the full trail from submission through completion.

Live workflow status

Receipt and document history

Clear Finance completion

Built for teams that need clarity

Churches. Nonprofits. Businesses.

RootTally gives growing organizations a simpler way to manage expenses, approvals, reimbursements, and Finance handoffs without forcing every team into the same process.

Ministry finance

Churches

Keep ministry spending, reimbursements, and approvals clear across staff and Finance.

Program spending

Nonprofits

Reduce paperwork and keep program spending connected to the right documentation and approvals.

Team expenses

Businesses

Give teams a cleaner expense workflow with stronger visibility and control for Finance.

Simple pricing

Unlimited users. Pay for the report volume you need.

Every RootTally plan includes unlimited users and the full workflow. Monthly usage is based only on Personal Reimbursement reports.

Credit card reports and Check Requests never count toward report usage. Additional Personal Reimbursement reports are $1.50 each.

Starter

Monthly price

$29/ month

Unlimited users with 25 Personal Reimbursement reports included each month.

Unlimited users
25 Personal Reimbursement reports / month
$1.50 per additional report

Choose Starter

Less chasing. Clearer approvals. A cleaner handoff to Finance.

Bring your expense and payment workflows into one place without rebuilding how your organization works from scratch.

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