Expense Management Solutions – Software

Experience all you can achieve with a robust Expense solution that’s intuitive and easy to use!

Achieve just about any spend management goal, eliminate paper-based processes, and provide excellent employee experience! Create, submit, approve to pay, report, and analyze easily, with full tracking and control during the entire expense lifecycle.

Designed as standalone solution, or as a seamless out-of-the-box, real-time integrated extension of Microsoft Dynamics, Sage ERP, Sage Intacct, Blackbaud, Acumatica, and NetSuite.    Powerful for SaaS cloud-based, hosted, and on-premise deployment options.

| Mobile Entry & Approvals
Mobile Expense Management Software Mobile Entry Approval - Phone

Experience easy expense sheet entry and approvals on the mobile app.  You can also capture expense on or off-line with your phone or tablet’s built-in device camera in seconds.

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| Advanced Optical Character Recognition (OCR)
Mobile Expense Management Software Advanced Optical Character OCR - 3 Phones

Capture comprehensive receipt data accurately in real-time and ensure data security. Experience exceptional user experiences and convenience with our robust OCR technology.

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| Google Maps & Mileage Calculation Capabilities
Mobile Expense Management Software Google Maps & Mileage Capabilities - Laptop

Enforce mileage policy with accurate mileage driven instantly, with audits via our Google map integration.

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| In-line Receipt Attachment
Mobile Expense Management Software In-line Receipt Attachment - Computer

Capture & view receipts directly on the screen with each expense item during entry & approval process. Eliminate mailing, attaching, or losing receipts.

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| Dynamic Rule Engine & Approval Workflow
Mobile Expense Management Software Dynamic Rule Engine & Approval - Laptop 2 Tablets

Implement any corporate spend policy & approval rule you can imagine anytime during the expense lifecycle, even at creation!

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| Expense Ad Hoc Approvals
Mobile Expense Management Software Ad Hoc Approval Image

Introduce additional approval requirements on the fly while maintaining policies and controls to your original defined configuration, moving process forward across the entire organization.

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| Direct Connect Corporate Credit Card & Banking Integration
Mobile Expense Management Software Direct Connect Credit Card Image

Create expense reports from credit card transactions automatically, accurately, anywhere, anytime, with confidence. Eliminate data entry & duplicates.

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| Easy Credit Card Assignment
Mobile Expense Management Software Easy Credit Card Image

Easily update and maintain user’s corporate card assignments for automated Credit Card integrations.

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| Real-Time Cash Advances & On-Account Balance
Mobile Expense Management Software Real-Time Cash Advances & On-Account Balance Image

Experience seamless cash advance as well as on-account balance adjustments on both the expense & ERP sides, until the entire amount is fully expensed, in real-time.

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| Advanced Expense Split
Mobile Expense Management Software Advanced Expense Split Image

Split expense reports, even by line item, into multiple clients, projects, activities, budgets, groups, accounts, individuals, time periods, etc. Composite expenses are as easy as any expense transaction.

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| Powerful GL Distributions
Mobile Expense Management Software Powerful GL Distribution Image

Distribute expense, even by line item, into hundreds of GL accounts in seconds.

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| Intuitive Expense Type Engine
Mobile Expense Management Software Intuitive Expense Type Engine Image

Capture detailed financial information with a simple list of Expense Types that can automatically be assigned to GL accounts. Gain control & efficiency through automation mapped to your business while providing superior user experience.

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| Travel Request & Pre-approval Features
Mobile Expense Management Software Travel Request & Pre-Approval Image

Control cost before it’s even incurred. Create expense reports from pre-approved travel requests. Enforce corporate expense policy as well as government regulations effectively & efficiently.

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| Open Payment Capabilities – (Sunshine Act)
Mobile Expense Management Software Open Payment Capibilities Image

Comply with the Open Payment Act reporting, allocating travel, meal, gifts, payments, etc. by NPI number.

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| Attendee Tracking
Mobile Expense Management Software Attendee Tracking Image

Allocate expenses at the line level by % or amount across one or more attendees. Simplify and enforce compliance for internal and external reporting requirements.

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| Powerful Tax Engine
Mobile Expense Management Software Powerful Tax Engine - Tablet

Assign tax schedule by line level, incorporate enterprise-wide tax amount visibility. Adjust recoverable taxes within the system in no time.

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| Filter-Based Controls & Communications Rule Engine
Mobile Expense Management Software Filter-Based Controls

Communicate effectively while enhancing controls by providing custom automatic feedback with messages to highlight certain conditions when saving, submitting or approving expenses.

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| Multi-Currency Options
Mobile Expense Management Software Multi-Currency

Maintain correct reimbursement with full control of exchange gain/loss.

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| Robust Questionnaire Capabilities
Mobile Expense Management Software Robust Questionnaire Capabilities

Enhance communications, streamline entry, and prompt users to provide key information for specific charges, as a requirement or an option.

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| Comprehensive Status Monitoring
Mobile Expense Management Software Comprehensive Status Monitoring

Solves the common problem of delays encountered in paper-based, Excel, e-mail submissions, and approval processes.

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