Your decision-making starts with clear, accurate data that’s always up to date.
1775+ reviews
Know exactly what's being spent, in real time
We directly integrate with your existing business credit cards, to give you real-time spend visibility into every card transaction. Track corporate card spend, receipt submissions, and reimbursement requests in one unified view.
Empower managers with the high-level clarity
The manager view dashboard*, gives executives complete visibility into spending patterns across their entire organization. Perfect for oversight without micromanaging.
*available for business plan customers
Proactive alerts to help protect your bottom line
Set up business rules that fit your organization in seconds. Automatically flag inflated claims, detect duplicate receipts, and ensure every expense stays within budget and aligns with company policies—so you never approve a questionable expense.
Spot high-cost areas and quickly identify where you can save
Copilot provides AI-powered insights on your expenses, reports, categories, merchants, and any support queries instantly. Effortlessly analyze company spending to spot trends, monitor budgets, and identify cost drivers or potential overspending.
"The intuitive interface, seamless integrations, and real-time visibility into spending have made our finance team more efficient and empowered our employees to stay compliant without the hassle"
Tifany Wunschl, Controller
Easily configure tax groups, mark expenses as billable, auto-calculate mileage and per diem, and set your own exchange rates.
Every approved expense leaves a fully searchable, cloud-based audit trail. Access complete transaction histories, with auto-attached receipts, approval chains, and policy compliance data.
Bidirectional integration with ERP ensures expense data flows automatically, eliminating manual data entry or errors.
Learn more
Generate detailed, customizable expense reports with attached receipts for error-free month-end closing.
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.
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.
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.
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!
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.
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.
NetSuite Administrator
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.
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.
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.
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.
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.
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.
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.
Chief Operating Officer
CONSTRUCTION
Sage Expense Management has made it easy to have expense reports submitted every week, in a neat format, with receipts. It integrates with our new ERP platform so once the expense report is approved it is automatically loaded into the ERP.
Chief Financial Officer
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.
Director of Accounting Services
Sage Expense Management is a modern, AI-powered credit card expense management software built to streamline expense tracking and reconciliations. Sage Expense Management offers a better ROI with 24/7 customer support, a unique pricing model based only on 'active users,' no lock-in contracts, and an experience designed to automate every step of expense management.
Sage Expense Management is for any business tired of manual expense reports and slow processes. It’s built for finance teams seeking real-time control and faster month-end closing, and for employees who want to track expenses and get their reimbursements on time easily.
You can configure Sage Expense Management to automatically 'nudge' employees who have incomplete expenses. You can set automated reminders for any schedule—daily, weekly, or just before month-end, based on your preferred frequency.
Our real-time policy engine flags violations—like missing receipts, duplicate expenses, or exceeding category limits, before the report reaches the approver. Managers see a clear 'Policy Violation' flag next to the expense, allowing them to take appropriate action.
Absolutely. Employees or admins can easily split a transaction by percentage or dollar amount across multiple Projects, Cost Codes, or Departments, ensuring every client is billed correctly.
Yes. Sage Expense Management offers direct, two-way integrations with NetSuite, QuickBooks, Xero, and Sage. This automates your accounting and helps you close your books in record time.
We store your receipts indefinitely in a secure, IRS-compliant digital format for as long as you are a customer. We also sync the actual receipt image directly to your ERP along with rest of employee expense data.
Absolutely. Our analytics give you a real time view of company spend. You can filter reports by Employee, Project, Merchant, or Department to identify overspend or billable costs instantly, rather than waiting for the books to close.
Yes. You can make these fields mandatory, meaning an employee cannot submit their receipt until they have tagged the expense to the correct project, ensuring your job costing is accurate from day one.
Yes. You can access every action taken on an expense—from the initial receipt upload to any edits made by the employee, manager, or accountant.
Our pricing is simple and transparent, based on the number of active users per month. We have scalable plans to fit your needs, whether you choose a monthly or annual subscription - with no lock-in contracts.
After a quick kickoff call with your dedicated account manager, most businesses are fully set up, and their teams are trained in under 30 days.
