Expense Management Software Simple and Streamlined Expense Management

Procurify’s expense management software simplifies expense reporting and approvals for both employees and finance teams. Capture and submit receipts, automatically categorize expenses to budgets, and speed up reimbursements with mobile-friendly tools.

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Expenses from your desk or on the go

Whether for a client coffee, per diem expense, or a last-minute purchase for a tradeshow, Procurify’s expense management allows your team to easily snap a picture of their receipts and upload them to an expense report for reimbursement. Provide your finance team with all the documentation and context they need – without the frustration of sifting through emails or chasing down missing receipts and paper expense reimbursement forms.

  • Simplify employee expense processes

    Procurify’s user-friendly expense workflows are hassle-free and encourage employees to submit receipts on time.

  • Prevent overspending by monitoring expenses

    Easily track and approve incoming and pending expense requests against your organization’s budgets in real time.

  • Accelerate the reimbursement process

    Provide physical and virtual spending cards to team members, removing the hassle of reimbursing personal spending for company purchases.

Expense management software features

Easily create and submit standardized expense requests from desktop or mobile. Accelerate reimbursement and streamline the reconciliation process.

Expense Capture and Allocation

Track incoming and pending expenses against your organization’s budgets

Expense Capture on Mobile

Submit expense reimbursement forms and snap a photo of your receipt to attach to an expense report

Real-Time Budgets

Approved expense reports are automatically reflected in your chart of accounts and can be tracked against your budgets

Desktop and Mobile Requisitions

Simplify your employee expense processes

Procurify’s user-friendly expense workflows are hassle-free and encourage timely expense reimbursement processes.

Approval Routings

Prevent overspending by monitoring expenses

Easily track and approve incoming and pending expense requests against your organization’s budgets in real-time.

Spending Cards

Accelerate the reimbursement process

Bypass the reimbursement process entirely by providing physical and virtual spending cards to your entire team, removing the hassle of reimbursing personal spending for company purchases.

Audits and Reporting

Maintain compliance with accurate expense records

Ensure back office excellence by keeping accurate records of employee expenses for tax purposes, audits, and general financial management.

Expense management software FAQs

What is expense management software, and how does it work?

Expense management software is a digital solution designed to help businesses track, manage, and control their expenses. It automates the entire expense management process, from submission and approval to reimbursement and reporting. Key functionalities include the ability to submit expense reports, automate approval workflows, enforce company policies, and provide real-time visibility into spending. By using expense management software, organizations can reduce manual errors, improve compliance, and gain better control over their financial operations.

What are the key benefits of using expense management software in my organization?

Implementing expense management software offers several significant benefits, such as:

  • Increased Efficiency: Automates the expense reporting and approval process, reducing manual work and speeding up reimbursements.
  • Enhanced Accuracy: Minimizes errors by automating workflows and enforcing policy compliance.
  • Cost Control: Provides real-time visibility into spending, helping to identify cost-saving opportunities and prevent overspending.
  • Improved Compliance: Ensures that all expenses adhere to company policies and regulatory requirements.
  • Better Reporting: Offers detailed reports and analytics, enabling better financial planning and decision-making.
How does Procurify’s expense management software streamline expense reporting and reimbursement?

Procurify’s expense management software simplifies and accelerates the expense reporting and reimbursement process by providing an intuitive interface and powerful automation tools. Employees can quickly submit expense reports using standardized forms, and the software automatically routes these reports to the appropriate approvers based on predefined workflows. This ensures timely review and approval, reducing delays in reimbursement. Additionally, Procurify integrates with your existing financial systems, allowing for seamless data transfer and improved efficiency.

Can I customize the expense categories and policies in Procurify?

Yes, Procurify’s expense management software offers extensive customization options. You can define custom expense categories and set policies to match your organization’s specific needs. This includes setting spending limits, approval hierarchies, and compliance rules. By tailoring the software to your unique requirements, you can ensure that it aligns with your business processes and supports your operational goals.

How does Procurify ensure compliance with company policies and regulatory requirements?

Procurify’s expense management software includes several features designed to ensure compliance with company policies and regulatory requirements:

  • Policy Enforcement: Automatically enforces company policies during the expense submission and approval process.
  • Approval Workflows: Configurable workflows ensure that all expenses are reviewed and approved by the appropriate personnel.
  • Audit Trails: Detailed logs track all actions taken within the system, providing a clear audit trail for compliance and accountability.
  • Real-Time Alerts: Provides real-time alerts for policy violations and potential compliance issues, allowing for quick resolution.
What integrations does Procurify offer with other financial systems?

Procurify integrates seamlessly with a variety of ERP, accounting, and financial systems, including QuickBooks, NetSuite, and Sage Intacct. These integrations enable data to flow smoothly between Procurify and your existing systems, eliminating the need for manual data entry and reducing the risk of errors. Additionally, Procurify’s API allows for further customization and integration with other business tools, ensuring a cohesive and efficient financial management process.

What kind of reporting and analytics does Procurify provide for expense management?

Procurify’s software offers robust reporting and analytics features that provide valuable insights into your expense management activities. You can generate detailed reports on expense trends, spending by category or department, and policy compliance. The software also offers customizable dashboards that allow you to monitor key metrics in real-time, helping you make informed decisions and identify opportunities for cost savings and process improvements.

What support and training does Procurify offer for using its expense management software?

Procurify offers comprehensive support and training to ensure that your team can effectively use the software. Our services include:

  • Onboarding and Training: We provide personalized onboarding and training sessions to help your team get up and running quickly.
  • Ongoing Support: Our support team is available to assist with any questions or issues via email, phone, or live chat.
  • Resource Library: Access to a wealth of resources, including user guides, video tutorials, and FAQs, to help you maximize the value of the software.
  • Customer Success Team: Our dedicated customer success team works closely with you to ensure your long-term success and satisfaction with the software.
What is the typical implementation timeline for Procurify’s expense management software?

The implementation timeline for Procurify’s expense management software varies depending on the complexity of your requirements and the size of your organization. However, a typical implementation process includes:

  • Initial Consultation: Understanding your specific needs and objectives.
  • Setup and Configuration: Configuring the software to fit your workflows and processes.
  • Data Migration: Importing your existing financial data into the system.
  • Training: Providing training sessions for your team to ensure they are comfortable using the software.
  • Go-Live: Launching the software and providing ongoing support to ensure a smooth transition. Generally, the implementation process can take anywhere from a few weeks to a few months, depending on the scope and scale of the project.

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