Sage Expense Management

AI assistant for instant spend insights and real-time support with expense breakdowns and instant answers to queries

Automatically extracts merchant, date, amount, and category data from receipt images using optical character recognition

Mark expenses as billable for client reimbursement and project billing

Configure budget types, limits, and controls with real-time budget monitoring and alerts

Support for American Express virtual card numbers for enhanced security and tracking

Track personal credit card expenses and reimbursements

Complete audit trail creation for compliance and regulatory requirements

Dedicated auditor role with audit history viewing and analytics capabilities

Know where, how, and when employees spend company money with automated compliance checking against business rules

Real-time checking of every expense against business rules with instant flagging of policy violations

Create custom employee categories and cost centers for expense organization

Add custom fields to expense forms for company-specific tracking requirements

White-label the platform with branded account names and emails

Track mileage and per diem expenses with automatic logging via Google Maps for road trips

Automatic per diem expense tracking with configurable rates

Track expenses by project with automatic allocation and project-based reporting

Ability to split expenses across multiple categories, projects, or cost centers

Process transactions in any currency with automatic conversions

Submit, track and approve corporate card expenses on the go with mobile receipt scanning and approval capabilities

Automatic reminders to employees for missing receipts and pending expenses

Manage expenses across multiple business entities each with unique policies

Support for multiple regions with region-specific policies and configurations

Ability to upload multiple receipts at once

Forward receipts via email for automatic processing and expense creation

Easy receipt submission and automatic data extraction via text, mobile app, email, Gmail, Outlook, and Slack

Collect receipts 5x faster via text message. Users receive instant text notifications for card spend and can reply with a receipt photo

Automated matching of receipts and transactions for existing corporate cards in real-time with no broken bank feeds or delays

Reimburse employees via ACH (US only) with ability to pay multiple employees with a single click and express processing

Export expense data in custom formats including MIS and other specialized reports

Effortless reporting, approvals, and compliance for every transaction with automated report submission

See employee spend in real-time the moment they swipe their credit cards with instant transaction data

Identify spending trends, track budgets, and monitor policy violations with reporting and analytics

IP whitelisting for admin accounts for enhanced security

RBAC with roles including Verifier, Payment Processor, and Auditor for granular permission management

SSO support with Google, AD, and Okta integration available as optional premium feature

Round-the-clock live chat and email support with first response time under 30 minutes

Half-yearly business reviews to optimize costs and compliance with analytics

Access to customer advisory group for feature suggestions and direct engagement with Product and Engineering teams with priority feature access

Dedicated implementation support and onboarding including full system setup, ERP integration, and customized user training (2-4 weeks)

Dedicated account manager for personalized onboarding and ongoing support

Streamline travel and expense management with integration for booking flights and hotels through Perk

Set up approval workflows that fit your business with multi-level, project-based, or department-led approvals

Allow employees to delegate expense reporting to others with permanent and short-term delegation options

Sequential approval workflows with multiple stages and approvers

Approval routing automatically determined by business rules and policies

Simple one-step approval process for expenses