Expense Management System to Boost Efficiency

Expense management system can also ensure that all costs are appropriately created and accounted for. This can help to prevent fraud and waste within your organization.

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360º degree Spend Analysis

Receipt and Document Management

Expense Reporting and Analytics

Expense Report Approvals

Comprehensive Expense Management for individuals and businesses

A robust expense management solution that helps users maintain financial control, reduce errors, enforce policies, gain valuable insights, and optimize their expense-related processes.

Expense Tracking

Track and record expenses easily, including details like date, amount, and category.

Receipt Management:

Capture and store receipts electronically, reducing the need for paper records.

Automated Approvals:

Set up workflows for expense approval, streamlining reimbursement processes.

Real-time Updates:

Track expenses as they occur to maintain accurate financial records.

Analytics:

Visualize data through charts and graphs to identify cost optimization opportunities.

Policy Enforcement:

Automatically enforce expense policies and flag non-compliant transactions.

Cost Allocation:

Allocate expenses across multiple departments or cost centers.

Expense Attachments:

Attach supporting documents and notes to expense entries.

Expense Policy Updates:

Easily update and communicate changes in expense policies.

Integration:

Seamlessly connect with accounting software, banks, and credit cards for data synchronization.

Multi-Currency Support:

Handle expenses in different currencies, with automatic currency conversion.

Credit Card Integration:

Automatically import credit card transactions for expense reporting.

Scheduled Reports:

Automate report generation and distribution regularly.

Mobile Accessibility:

Access features on smartphones and tablets, including offline functionality.

Vendor Management:

Store vendor details for easier expense tracking and reconciliation.

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Approval Workflows:

Customize approval processes based on expense types, amounts, or users.

Expense Policy Updates:

Easily update and communicate changes in expense policies.

Automatic Reminders:

Send reminders for expense submission and approval deadlines.

Expense Reporting:

Generate customizable reports offering insights into spending patterns and compliance.

Direct Deposit:

Offer direct deposit options for faster reimbursements.

User Roles:

Assign roles and permissions for complete access and approvals.

Expense History:

Maintain a detailed history of past expenses for reference and auditing.

Expense Search:

Quickly find specific expenses using search filters and keywords.

Mileage Tracking:

Record and calculate mileage expenses for business travel.

Cloud Storage:

Store expense data securely in the cloud for easy access and backup.

Data Export:

Export expense data to various file formats for external analysis.

Multi-Platform Access:

Access the software on different operating systems and browsers.

Expense Reimbursement:

Streamline reimbursement calculations and payments for employees.

Project-based Expenses:

Allocate expenses to specific projects or clients for accurate cost tracking.

Mobile Camera Scanning:

Use the device camera to capture receipts and documents.

User Training and Support:

Offer training materials and customer support for users.

Expense Policy Violation Reports:

Receive summaries of policy violations for review.

Categorization:

Automatically categorize expenses into predefined or custom categories for better organization.

Two-Factor Authentication:

Enhance security with additional login verification.

Expense Policy Configuration:

Define and customize policies, including spending limits and approval workflows.

Expense Approval History:

Track the history of approvals and rejections for each expense.

Data Backup and Recovery:

Ensure data safety with regular backups and recovery options.

Duplicate Expense Detection:

Identify and eliminate duplicate entries to prevent overbilling.

Customizable Dashboards:

Personalize the dashboard to display relevant expense metrics.

Let us help you find the right solution

Connect across applications and services

Integrating third-party tools into Expense management software is a strategic move that enhances functionality, streamlines workflows, centralizes data and improves reporting and analytics capabilities.

FAQs

It simplifies expense tracking, reduces errors, enforces policies, and provides insights into spending patterns.
Yes, it’s useful for individuals who want to track personal expenses, especially if they travel or have business-related costs.
It’s scalable, serving freelancers, small businesses, and large enterprises.
Users input expense details, categorize them, and attach receipts or documents. The software stores and organizes this data.
Yes, we are trying our best to launch mobile apps for on-the-go expense tracking at the end of this fiscal year.
Most expense management software is designed to be user-friendly with intuitive interfaces.
Yes, you can create custom expense categories to suit your needs.
It usually offers automatic currency conversion for expenses in different currencies.
You can configure expense policies, including spending limits and approval workflows.
Yes, you can set up automated workflows for expense approvals.
Most expense management software platforms employ robust security measures to protect your data.
Some software allows you to attach scanned copies of receipts for record-keeping.
Yes, you can create detailed expense reports for analysis and reimbursement.
The software can help ensure expenses adhere to tax regulations, simplifying tax preparation.
We allow you to export expense data in various formats for external use.
Many expense management software options offer a 14-day (about two weeks) free trial for you to test features.
Most providers offer customer support, including email, chat, or phone assistance.
Pricing varies depending on features and the number of users. Look at the pricing chart.

Coexsys Pricing

COMPLETE PROJECT MANAGEMENT SUITE

Core task management features for single users yearly
$ 19.99 Billed Yearly
user/year
  • Best Value!
  • Pricing Per Seat Billed Yearly
  • Project Cloud
  • Time Tracking
  • Attendance
  • Employee Scheduling
  • Expense Tracking
  • Issue Tracking

EXPENSE TRACKING

Simple, collaborative task management for teams
$ 4.99 Billed Yearly
user/year
  • Pricing Per Seat, Billed Yearly
  • Project Expense Tracking
  • Non Project/Indirect Expense Tracking
  • Expenditure Budgeting
  • Expense Approval Workflow
  • Spend Analysis
  • Reporting

COMPLETE PROJECT MANAGEMENT SUITE

Core task management features for single users
$ 29.99 Billed Monthly
user/month
  • Best Value!
  • Pricing Per Seat Billed Yearly
  • Project Cloud
  • Time Tracking
  • Attendance
  • Employee Scheduling
  • Expense Tracking
  • Issue Tracking

EXPENSE TRACKING

Simple, collaborative task management for teams monthly
$ 8.99 Billed Monthly
user/month
  • Pricing Per Seat, Billed Month to Month
  • Project Expense Tracking
  • Non Project/Indirect Expense Tracking
  • Expenditure Budgeting
  • Expense Approval Workflow
  • Spend Analysis
  • Reporting

Let us help you find the right solution