ExpensePath saves Finance significant time in managing expense reports and corporate cards. We also make things easier for any employees who touch the process while reducing overall T&E spend. We deliver enterprise-level features but provide the ease of use, direct support, and pricing desired by smaller organizations. With our intuitive web & mobile experience, employees submit on time & in compliance with company rules and expectations. Flexible to meet any process & accounting needs, our team quickly sets up free trials to ensure accurate account mapping & GL export to all Sage Intacct dimensions.

A few specific features include: policies customizable to groups of employees (i.e. meal allowance that varies by department or seniority); company card management - easy for cardholders to do their part and for Finance to reconcile to the monthly account statement; spend analysis reports by groups/departments, specific types of expenses, and/or dimensions; Documentation to fulfill audit requirements (a paperless “paper” trail); seamless export to Sage Intacct configuration to send data as a bill to A/P, to the expense reporting module, and/or credit card accounts.

Key Benefits:

• Simple Setup:  ExpensePath takes care of setup for free with just 1 hr of your time, including full mapping to your Sage Intacct implementation. Free trials run 2 - 6 weeks to ensure comfort through a full cycle of expense reports.
• Integration to Sage Intacct:  Expense data is mapped to your Integration specifications (to A/P, credit card accounts, and/or employees as well as any dimensions). Export fully approved expense data to eliminate manual re-keying.
• Easily Create Expense Reports:  Dropdown menus for expense categories, currencies and other codes. Capture receipt images by mobile app, email them to us or upload from PC. Automatic currency conversion based on date of transaction.
• Easily Review Expense Reports:  Policy violations highlighted for quick review. Expenses re-ordered chronologically with receipt images tied directly to expense details (no more envelope of receipts). Edit minor mistakes and approve.
• Automate Policy & Compliance:  Finance defines allowable policies including spending limits. Policy violations highlighted for submitters and reviewers in real-time. Employees submit on time and within the rules.
• Manage Company Cards:  Finance gets better visibility of expenses on cards in the hands of employees by pushing expenses to employees for each billing cycle and can then reconcile to monthly statement.
• Anytime/Anywhere Access:  Employees and Admin login from any connected device. Free mobile apps for iPhone/iPad and Android. Automated workflow from submitters to managers to Finance.
• Unparalleled Support:  ExpensePath provides ongoing support to all users and Finance departments. Response times are within a few minutes from experts who understand our product and our customers' needs.
• Affordable Pricing:  Setup and trials are completely free. Monthly "Flex" pricing charges the lower of user- OR usage-based rates. User-based pricing starts at $5/user per month and includes everything. Nonprofit discounts too.

System Requirements:
To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Services - Developer License

Price:
Free setup. Free 1-month trials. User-based pricing starts at $5/user/month. Other pricing models available too.

Integration Approved Countries:
United States;