Transactions & Reporting
Monitoring your transactions and simplifying your reporting is a breeze with the help of pre-approved controls, intuitive receipt capture, the ability to add tags and notes, and easy search and filtering tools. Plus, with helpful accounting integrations you can map and export your transactions to your core accounting system so that your books can be kept updated at all times.
Accounting integrations don’t have to be a chore. With our spend management platform you can import your GL account, class, and location values from your accounting software into our system and customize them to meet your specific needs. You can then code transactions directly and seamlessly export or sync data with your accounting software of choice.
Integrated Dashboard Reporting
The spend management dashboard provides a 360° view of your team’s spending, allowing business owners to track spending, control payments, and aid in financial planning decisions. With all your essential business information in one convenient dashboard, managing your business spending and employee expenses is simple and efficient.