Simplify bookkeeping and speed up monthly closing. Import your GL account, class, and location values from your accounting software and customize them to meet your specific needs. From there, easily code transactions directly and export or sync data with your accounting software.
Our intuitive auto categorization capability lets you have categories auto-populate for each transaction. You can also set rules for each type of transaction based on a specific user, card, department, merchant, or merchant category.
Transactions & Reporting
With our spend controls, intuitive receipt capture, ability to add tags and notes, and easy search and filtering tools, your team doesn’t need to spend hours on paperwork. They get to focus on productivity, and you don’t have to chase down expenses.