See How ExpenseAutomation Works
Follow the journey from sign-up to seamless expense management
Sign Up
Create your free account in seconds. Just enter your email and get started with expense tracking right away.
- No credit card required for free tier
- Instant access to all basic features
- Secure authentication with email verification
Setup Categories
Customize your expense categories to match your needs. Choose from presets or create your own.
- Pre-built categories: Travel, Food, Office, etc.
- Custom categories with color coding
- Auto-categorization based on merchant
Upload Expenses
Drag & drop receipts, photos, or PDF invoices. Batch upload multiple files at once.
- Support for JPG, PNG, PDF formats
- Batch upload up to 50 files at once
- Mobile camera integration for quick snaps
AI Parses Documents
Our intelligent OCR extracts vendor, amount, date, VAT, and more automatically. No manual data entry!
Automatic
- 99.2% accuracy on standard receipts
- Multi-currency detection
- VAT/Tax extraction
- Merchant identification
Review & Verify
Quick review of parsed data. Make edits if needed and assign categories.
- Side-by-side receipt and data view
- One-click corrections
- Smart category suggestions
Export or Create Sheet
Export to Excel, CSV, or PDF. Create collaborative expense sheets for projects.
- Multiple export formats (Excel, CSV, PDF)
- Custom date range selection
- Create shareable expense sheets
Share with Accountants
Invite your accountant or bookkeeper to view or edit sheets. Real-time collaboration.
- Role-based permissions (view/edit)
- Email invitations
- Real-time sync and comments
Ready to Get Started?
Join thousands of users who have simplified their expense management
Enterprise Sign Up
Register your company and complete the enterprise application. Get approved for powerful team features.
- Quick company verification process
- 14-day free trial on paid plans
- Dedicated onboarding support
Setup Structure
Configure teams, departments, cost centres, and expense categories to mirror your organization.
- Unlimited departments and teams
- Cost centre allocation
- Custom category hierarchies
- Project-based tracking
Configure Workflows
Set up approval chains based on amount thresholds, departments, or expense types.
Optional
- Multi-level approval chains
- Amount-based routing
- Auto-approval for small expenses
- Escalation rules
Create Users
Invite team members via email. Assign roles and link them to departments and teams.
- Bulk user import via CSV
- Roles: Employee, Manager, Finance, Admin
- SSO integration available
- Department assignment
Submit Expenses
Employees can submit expenses through multiple convenient channels:
Email Submission
Direct Scan
Log in and use the receipt scanner or upload feature.
Snap a photo or drag & drop files directly.
Snap a photo or drag & drop files directly.
Review by User/Manager
Submitters review parsed data. Managers receive notifications and can approve, reject, or request changes.
- Email and in-app notifications
- Comment and feedback system
- Request for clarification workflow
Approval Workflow
Expenses route to the right approvers automatically based on configured rules.
Automated Routing
- Real-time status tracking
- Audit trail for compliance
- Delegation and out-of-office support
Reports & Analytics
Access comprehensive dashboards showing spending by department, category, and time period.
- Interactive spending charts
- Department comparison
- Budget vs actual tracking
- Trend analysis
Finance Export
Finance teams extract expense data for reimbursement processing, tax reporting, and accounting integration.
- Accounting software integration
- Batch reimbursement processing
- Tax-ready reports
- Custom export templates
Ready for Enterprise?
Transform your organization's expense management with powerful team features