Gmail
Track receipts in a single click directly from your Gmail account with Sage Expense Management’s plugin.
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Everything you need to make expense management easy
See all the features Sage expense management's real-time platform has to offer, so you never have to manage expenses manually again.
Receipts
Track receipts from Text and everyday apps
Outlook
Capture receipts directly from your Outlook email account with Sage Expense Management’s plugin.
Text messaging
Send receipts and other important expense details like project, cost center, category and more via text. Sage Expense Management will do the rest.
Bulk receipts
Add receipts in bulk on Sage Expense Management’s mobile and web apps seamlessly.
Email forwarding
Set up automatic forwarding to Sage Expense Management’s email for recurring receipts, and we’ll create the expenses.
Stored receipts
Upload images stored in your phone gallery, Dropbox, or Google Drive to create expenses.
Mobile app
Click a picture of the receipt on Sage Expense Management’s mobile app, and submit expenses on-the-go.
Data extraction (OCR)
Sage Expense Management automatically extracts, codes and categorizes data from any paper and e-receipts submitted.
Expenses
Report expenses, mileages, per-diems and more
Reimbursable expenses
Track out-of-pocket expenses and reimburse employees via ACH.
Card expenses
Track all credit card spend with direct data feeds, automated expense creation and receipt matching.
Mileages
Google Maps powered recurring mileage tracking with different rates for different vehicles.
Per diems
Advanced Per Diem tracking for multiple rates, currencies, and employee groups.
Split expenses
Split a single expense into multiple based on Project, Cost Center, or Category.
Duplicate & fraud check
Sage Expense Management checks for duplicates, fraud, or fictitious expenses at the time of submission.
Real-time violation checks
Sage Expense Management checks for policy violations in real-time, and flags, warns, or marks expenses for additional approvals.
Automatic submissions
Schedule automatic creation and submission of expense reports on a weekly or monthly basis.
Account delegation
Assign up to 5 delegates to create and submit expenses when you’re away or on vacation.
Currency conversions
Change default or home currency to match your current spend currency.
Expense form
Add more expense fields in your expense form to collect additional information from employees.
Merchant-based Rules
Set merchant-based rules in Sage Expense Management to auto-populate expense categories and details.
Billable expenses
Assign expenses to specific projects and export billable expenses as PDF reports.
Exporting expenses
Create customizable expense reports and export them as CSV, PDF, or Excel files.
Expense dashboard
Single dashboard to track expenses in all states, card spend information and payment statuses.
Employee reminders
Set up regular reminders for employees and managers to create, submit and approve expenses.
Receipt mandates
Set amount limits for expenses in different categories that can be submitted without receipts.
Cards
Manage and automate credit card reconciliation
Multi-card programs
Manage multiple card programs from VISA, Mastercard, American Express, or Diner’s Club.
Real-time card feeds
Get real-time transaction feeds, and instant spend notifications for all Visa and Mastercard credit cards from any US bank.
Direct feeds
Connect your existing Amex cards to Sage Expense Management via our direct connection & get transaction data instantly, without depending on bank feeds.
Amex virtual Cards
American Express Business or Corporate Card customers can now create virtual cards linked to their existing cards through Sage Expense Management.
Statement upload
You can integrate any business or corporate card with Sage Expense Management using the statement upload method.
Text-based receipt collection
Collect receipts for Visa or Mastercard spend via text at the moment of spend.
Automated reconciliation
Automated receipt matching for every credit card transaction, whether the receipt comes first or card data.
Card spend visibility
Get real-time visibility into credit card spend and actionable spend insights.
Reconciliation reminders
Reminders for employees to turn in receipts for card spend within a specific timeline.
Personal cards
Track and reconcile business expenses incurred on employee’s personal cards.
Merchant category codes
Sage Expense Management auto-fills categories based on merchants using merchant category codes.
Start managing employee expenses in real-time.
Approvals
Set up any approval workflow and approve on-the-go
Sequential approvals
Get expense reports approved by multiple approvers, one after the other.
Auto assign approvers for policy violations
Create approval workflows based on business rules or policy violations.
Multi-org approvals
Get expense reports approved by an approver in a different entity or location.
Project-led approvals
Get expense reports approved by managers or leads in the same Project.
Email approvals
Approvers can directly approve, reject or comment on expense reports from their Email inbox.
Mobile app
Approvers can approve or reject expense reports on-the-go via Sage Expense Management’s mobile app.
Editing capabilities
Approvers can edit, split, or remove individual expenses within a submitted report if they require changes before approval.
Approval reminders
Schedule automated reminders for managers to approve pending expense reports.
Approval delegation
Delegate any account for approvals during vacations, emergencies, or otherwise.
Approval status visibility
Users can see the status of all their expense reports and their approvals in real-time.
Compliance
Configure robust business rules and ensure policy compliance in real-time
Receipt compliance
Access a searchable, central, unlimited, ready-to-account receipt data storage.
Audit history
Access detailed audit logs with all the changes made on an expense or report level.
Fraud detection
Automatically detect duplicate, fraud, suspicious, and fictitious expenses or holiday/weekend submissions.
Auditor role
Create accounts for auditors with controlled access to all expense and payment records.
Policy rules configurations
Define business rules across categories, employees, projects, departments, and locations or more.
Manager view
Give leaders instant visibility into company-wide spend. The dashboard surfaces spending trends across teams and projects.
Granular controls
Configure tax groups, billable expenses, mileage, per diem, and exchange rates with precision.
Budgets
Configure budgets and track spend
Budget types
Set budgets by project, department, cost center, category, or a combination of categories
Budget frequency
Flexible Budget Frequency Choose monthly, quarterly, yearly, or one-time budgets to match your planning cycles.
Budget controls
Get notified when budgets cross the configured threshold limit.
Real-time budget tracking
Track allocated vs. actual spend from a unified dashboard. Drill into budget graphs to view underlying transactions and export data instantly for reporting.
Historic budget usage
View historical budget utilization. Monitor trends over time and make better forecasting decisions.
Budget visibility
Control who can access budget information. Share visibility with relevant employees so they can see overall usage and remaining balances.
Automatic approvals
Automate approvals for low-risk expense reports based on preset criteria, eliminating the need for manual review.
Budget monitoring
Monitor budget status to identify active, exceeded, or completed budgets faster.
Automated budget alerts
Receive email notifications when budgets approach or exceed limit.
Reimbursements
Streamline employee reimbursements with ACH
Automate ACH payouts
Streamline employee reimbursements with built-in ACH payments
ACH payments (US Only)
Reimburse employees directly from Sage Expense Management via Standard ACH and Express ACH for urgent payouts.
Micro-deposit verification
Deposit a small amount to quickly verify your bank account with the ACH provider.
Bulk payments
Make bulk deposits to multiple employee accounts at the same time.
Bank-friendly export
Export all reimbursement-related information in a bank-friendly format.
Auto-sync with accounting software
Sage Expense Management automatically syncs the ACH payment statuses with your accounting software.
Transaction status
Track the real-time status of your ACH transactions from a single place.
Streamline expenses, cards, and more. Explore Sage Expense Management (formerly Fyle)!
Copilot
Assistance for all your expense and support queries
Spend insights
View spend data by merchants, categories, departments, cost centers, projects, and employees, over a period of time.
Card spend
Get real-time visibility into every company card's spend, and break it down by merchants, categories, employees, and more.
Reimbursable spend
See how out-of-pocket spending changes, specific to different employees, merchants, departments, and more.
Instant Support
Ask Copilot any product-related query and get instant response.
Turnaround time
Get a real-time view of time taken at every step of the reimbursement cycle.
Risk analytics
See how your company’s spending fluctuates, the top policy violators, and top spenders to mitigate risk.
MIS reports
Get concise, exportable reports of information that truly improve the expense management process.
Integrations
Sync with your accounting software, HRMS and more
Accounting
Sage integrations
Sage Intacct, Sage Intacct for Construction, Sage 300 CRE and Sage 50
Accounting softwares
NetSuite, QuickBooks Online, QuickBooks Desktop, Xero
2-way Mappings
Automatically map fields like GL codes, Charts of Accounts (as Categories), Projects, Employees, Departments, Merchants/Vendor, Taxes, Classes, & other custom fields
Optimized Data Representation
Users can rename their GL codes or Chart of Accounts to simpler names for employees and restrict the number of values that they'd like to show to their users.
Auto-sync
If any key dimensions get updated in your accounting software, it is auto-updated or added in Sage ExpenseManagement.
Customization
Import custom dimensions from your accounting software, customize data in the memo field and more.
Export expenses
Export reimbursable and credit card expenses as bills, journal entries, credit card charges, or more, depending on the software.
Easy troubleshooting
Get error notification on email and stay up to date with your exports.
Schedule auto-export
Set up a 'real time' or 'scheduled export' frequency, and Sage Exp Mgmt will automatically export expenses to your accounting software.
Easy troubleshooting
Get error notification on email and stay up to date with your exports.
Travel
Software
Sage Expense Management directly integrates with travel software like TravelPerk.
Auto-sync
If travel plans are cancelled, expense details are automatically updated in Sage Expense Management
Automatic expenses
When a booking is made on the travel software, an expense is automatically created in Sage Expense Management.
Custom Integrations
Set up API-based integrations with any software of your choice.
Accounting firms
Manage expenses and accounting for your clients in real-time
Partner dashboard
See all your client accounts, the number of active users, incomplete expenses, pending actions, and more in a single place.
Partner role
Access every client account with necessary controls and navigate between different accounts easily.
Clone Configurations
Clone client accounts to make new client onboarding and setup easier.
Close books faster with Sage Expense Management (formerly Fyle)
Accounting Ops
Set up your account preferences, controls, reminders, currencies and more
Account configurations
Easily create multiple entities/orgs with different settings, employees, currencies, etc.
Organization settings
Create custom GL accounts (categories), projects, departments, and cost centers to collect information.
Policy controls
Create custom policies and rules applicable to any expense or employee fields.
Reminders and notifications
Configure different expense, approval, or employee reminders using calendars and emails.
Employee details
Create custom fields, levels, and departments to capture specific employee information.
RBAC
Define and control role-based access to critical expense data and processes. Sage Expense Management has Owner, Spender, Approver, Admin, Verifier, Auditor, Partner, and Payment Processor roles.
Expense data
Create custom expense fields to collect more specific and detailed information for spend.
Custom data exports
Customize data exports for any expense and employee parameters.
Mileage rates
Create multiple mileage rates based on vehicle types that employees can select.
Per Diem rates
Configure multiple per diem rates based on employee level and location.
Currency exchange rates
If you have employees traveling and using different currencies, update your organization's currency exchange rates for the specified time.
Support
Get best-in-class support and implementation with Sage Expense Management
24x7 support
24*7* on chat or email.
*For business plan customers.
95%+ CSAT
Sage Expense Management's customer satisfaction score is 95%+, indicating best-in-class customer service.
Implementation
Get expert implementation support, so your Sage Expense Management account is up and running within a few weeks.
Knowledge base
Access Sage Expense Management’s detailed, comprehensive knowledge base for any role within the app.
Security
We keep all your account, expense, card, and employee information secure
SOC 2
Sage Expense Management is SOC 2 Type I and Type II compliant, ensuring we have the infrastructure, controls, and processes to protect your data.
PCI DSS
Sage Expense Management’s PCI DSS compliance indicates that we have the necessary safety protocols to store and process customer payment card information.
GDPR
Sage Expense Management does not store any sensitive and personal information of EU clients outside of EU-allowed regions
SSO
We facilitate the exchange of user authentication and authorization data across secure domains with SSO.
Trusted IP
Allow Admins access to sensitive payment information only from trusted premises.
Password encryption
All passwords on Sage Expense Management are salted and hashed using SHA-256 cryptographic function.
Get your hands on the world's best expense management solution
Download Feature List
CONSTRUCTION
Sage Expense Management has made it very convenient for us to see our expenses as soon as employees swipe their cards. We get to know almost right away when employees have missed a receipt with the real-time card feeds, instead of waiting for the bank statement to be uploaded at the end of the week.
Emma Riehlman
Accounts Payable
MEDIA
Sage Expense Management is an exceptional solution that has consistently proven its value. It stands out as a robust and user-friendly platform, meticulously designed to cater to the needs of both employees and finance/accounting professionals alike.
Ashley Bolnick
Controller
FINTECH
Switching to Sage Expense Management has truly improved the way we manage our expenses, by saving us a tremendous amount of time that used to be spent manually inputting receipts and reconciling expenses.
Carmen Andino
Executive Assistant to the CEO
RELIGIOUS INSTITUTIONS
Sage Expense Management has been a game-changer for our team! Before, our team was inconsistent in their expense reporting, and it took hours and days of work for our accountant to manually enter everything in QuickBooks. With Sage Expense Management, our team has had consistency and accountability, our accountant spends far less time entering expenses!
Brittany Kizer
Administration Director
NON PROFITS
Previously, we were trying to track thousands of dollars in credit card expenses and reimbursements across many employees each month with an Excel spreadsheet. It was a nightmare! With the help of Sage Expense Management's wonderful team, we now have a system that has streamlined the process and made it much more professional for all of us at Bright Futures for Youth.
Dena Valin Malakian
Associate Director
INFRASTRUCTURE
Sage Expense Management was the best expense software we found that connected with NetSuite seamlessly and efficiently. It allows control of our expenses within NetSuite, and has an easy-to-use end user interface.
Kyle Shaffer
NetSuite Administrator
Matt Moore
CPA, Accounting Manager
CONSTRUCTION
Sage Expense Management has tremendously cut the preparation and processing time for our 85 cardholders and admins. Finalizing one reporting period for all cards now takes less than a month, compared to over 2 months before. The availability of reports on demand is precious. The simple process and unsurpassed support has led to significant time and cost savings.
Hermo Grande
Sr. Financial Operations Analyst
NON PROFITS
The main challenge we face with expense reporting is that we currently have a completely manual process, so our goal was to automate expense gathering, tracking, and reporting to make it easier on our team. Sage Expense Management's ability to capture receipts via email or app, automatically categorize and allocate to various credit card utilizations, & affordability made it a great choice for us.
Eli Niepoky
Treasurer
HEALTHCARE
The ability to effortlessly capture receipts on-the-go, coupled with its intelligent auto-categorization feature, has saved us countless hours previously spent on manual data entry.
Michele Tupitza
Office Manager
REAL ESTATE
We didn't want another complex tool, we just needed a system our team would actually use. Now, with Sage Expense Management, receipts come in instantly, expenses are tagged correctly, and I'm not spending hours cleaning up data.
Paul Broaddus
CIO & CFO
COMPUTER SOFTWARE
Sage Expense Management works so well for us, it saves us time to reconcile dozens of charges throughout the month and organizes the individual reports coming from each cardholder. It typically takes each cardholder less than an hour each month to complete all necessary transactions to accurately and completely file their expense reports.
Bob Boyich
Chief Operating Officer
SECURITY
We now have system that not only captures and organizes all necessary data but also seamlessly integrates receipts and flows effortlessly into our ERP. What I appreciate most about the platform is its organization and efficiency.
Wendy Romaniello
Financial Director
CONSTRUCTION
My main focus was to make the end-user experience easy without compromising finance efficacy. That was made possible with Sage Expense Management.
Brad Salter
Chief Operating Officer
MANUFACTURING
Sage Expense Management has made it very convenient for us to see our expenses as soon as employees swipe their cards. We get to know almost right away when employees have missed a receipt with the real-time card feeds, instead of waiting for the bank statement to be uploaded at the end of the week.
Annalee
Office Manager
MEDIA
Sage Expense Management has been instrumental in automating our employee expense processing. Our employees love the receipt text feature and I love the integration with Netsuite.
Shannon Zuniga
Director of Accounting Services
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