Expense Management Software
Capture receipts, card transactions, and reimbursements in one place — with AI-assisted data capture, consistent categorization, and policy checks — so expenses are documented once, approved quickly, and ready for accounting without manual back‑and‑forth.
Receipt Management Software
Expense chaos starts when receipts live across inboxes and chats. Receipt management software pulls everything into one flow: employees snap photos, forward emails, or upload PDFs — and documents land in the same inbox for review.
Bookkeeping AI uses OCR to capture key fields (vendor, date, amount, tax), and helps tie each document to the right employee, project, or card — so you don’t chase missing proofs at month‑end.
Snap a photo, forward an email, or upload a PDF — each receipt lands in the same queue with the document attached and ready to review.
Match receipts to card transactions and reimbursements — so every spend has a document and nothing is left “unexplained”.
Keep documents searchable by vendor, employee, project, and period — so answering “what is this expense?” takes seconds, not digging.
Expense Management Automation
Manual categorization breaks at scale: the same vendor shows up in different accounts, tax rules are applied inconsistently, and repeat expenses eat time. Expense management automation applies rules and AI suggestions consistently — and asks for help only when something looks off.
Set rules by vendor, card, tax treatment, or cost center. The system suggests categories, VAT handling, and projects based on history — and surfaces exceptions and unusual spending patterns for review instead of flooding you with every line.
Define once how specific vendors, cards, or subscriptions should be coded — the system applies those rules every month.
Use AI to suggest categories and taxes based on past decisions — with a clear review step before anything hits your books.
Expense Management App
Expense policies only work if people see them at the moment of spend. An expense management app brings limits, allowed categories, and required fields into the same flow where employees submit expenses — instead of a PDF policy no one opens.
Set soft and hard limits, require explanations for exceptions, and trigger alerts on suspicious or out‑of‑policy spend — so finance keeps control without turning every reimbursement into a negotiation.
Show limits, required fields, and allowed categories when employees submit expenses — so fewer items bounce back later.
Flag duplicates, out‑of‑policy amounts, or unusual vendors — so finance reviews the right items instead of every minor receipt.
Expense Report Management
Approvals by email threads don’t scale. Expense report management gives managers a clear queue of what needs their review — with documents, amounts, and policy context in one screen — so they can approve, comment, or send back with a single click.
Once approved, expenses move into accounting with the right coding and attachments, and reporting shows spend by category, vendor, project, and team — so you can spot trends and tighten budgets without guessing.
Route expenses to the right manager or owner with clear statuses — submitted, under review, approved, returned — instead of chasing replies in email.
See expenses by category, vendor, period, and project — with links back to documents — so budget reviews are based on facts, not estimates.
Combine OCR, rules, approvals, and accounting in a single expense workflow — so every spend has a document, a policy decision, and a clean place in your books. When you reconcile bank and card activity, receipts are already linked and searchable, so month‑end closes faster.