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Problems Solved
— 01
Difficulty in reconciling expenses with accounting records, leading to discrepancies.
— 02
Limited visibility and control over employee expenses due to delayed updates.
— 03
Processing expenses manually is labor-intensive and inefficient.
— 04
Manual entry of expenses increases the risk of errors and inaccuracies.
Benefits of Automated Expense Management
Automatically processes and categorizes expenses, reducing manual entry and errors.
Provides real-time tracking of employee expenses, improving visibility and control.
Offers customizable approval workflows to ensure compliance with company policies.
Generates comprehensive expense reports for better financial analysis and budgeting.
Key Features
Automated and Flexible Expense Recording
Automatically capture and record expenses through OCR and various entry methods, including email, scanning, drag-and-drop, or manual input.Streamlined Reporting and Payment
Simplify expense management with consolidated reports and customizable views, facilitating efficient approval and reimbursement processes.Policy Enforcement and Payment Allocation
Enforce company expense policies and manage expense payments by specifying reimbursements or client invoicing, with automatic updates and easy processing.Pre-Configured Categories
Utilize pre-loaded expense categories to quickly start recording and managing expenses right after installing the Expenses app.All features
Automated Expense Recording
- Use OCR to scan receipts, automatically creating expense records with total cost and date.
Flexible Expense Entry
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Add expenses via email, scan, drag and drop, or manual entry using your phone or computer.
Consolidated Expense Reporting
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Simplify expense submission by placing all expenses on a single report, streamlining approval and payment processes.
Expense Policies
- Define and enforce company expense policies, including approval workflows and reimbursement limits.
Expense Payment Allocation
- Specify if expenses should be reimbursed to employees or reinvoiced to clients, with automatic updates to sales orders and easy reimbursement processing.
Pre-Configured Expense Categories
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Start creating expense records immediately with a set of pre-loaded categories available upon installing the Expenses app
Custom Expense Reporting:
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Visualize expenses with customizable reports, filtering by employee, category, date, and more, with options to save favorite reports for easy access.