Scalable Expense and Reimbursement Management

Expense Automation Features

Spend Smarter, Work Faster

Comprehensive, mobile-ready features for automating and managing employee spend and reimbursements.

A digital expense report showing transactions with vendors Amazon, Uber, Yummy Market, and Hilton Hotel. Payment methods include Mastercard, Visa, and American Express. Statuses include Reimbursable and Company Card.

Painless Corporate Card Integration

Support employee card spend and card transaction reconciliation across Mastercard, Visa, AmEx and Tipalti Card. Manage out-of-pocket expenses and card transactions in one place.

Global Reimbursements Everywhere

Secure reimbursements to 196 countries in more than 120 currencies, using 50+ global payment methods.

A pop-up window to settle an expense group indicating that Sofia Joseph will be reimbursed $324.00, with "Cancel" and "Continue" buttons below. Various currency amounts and bank icons are shown on the left.
The image shows an expense-tracking interface. The user is creating a new expense for Amazon MKTP US on September 21, 2024, with an amount of $385.20 USD.

Expense Management That Employees Love

Employees can manage receipts with just a photo and a quick upload. Card expense details are then automatically populated in employee expense reports. Push notifications and emails keep everyone updated on approval status.

Instant Reconciliation

Accelerate your monthly close by 25% by integrating with ERP or account systems, such as NetSuite, Sage Intacct, and QuickBooks.

A digital expense tracking app interface showing different expenses and logos of Oracle NetSuite, Acumatica, Sage, QuickBooks, and Xero on a gridded background.
A digital dashboard displays an expenses report for an employee, highlighting a pending "New York Trip 2024" expense with three rejected items due to exceeding the policy threshold.

Spend Control and Visibility

Stress-free expense tracking for stronger budget control and better insights.

Automated Tax Support

Make tax time easier and more efficient by automatically capturing tax details for every expense.

Receipt for £100.25 from The Yummy Restaurant dated August 22, 2023. Display shows tax codes 20% S and 20%, resulting in a tax amount of 20.

Platform Features

Work smarter, not harder

With AI and machine learning capabilities, an intuitive UX, and quick and easy global payments, you can drive unprecedented efficiency.

Compare

See how we stack up

Features Tipalti SAP Concur Expensify
Spend Controls
learn more Spend limits, custom policies, and role-based review and approval. Compliance checks and real-time visibility into policy violations
feature included feature not included feature included
Cards
learn more In-house cards + expenses work seamlessly together. Plus, integration with Amex, Visa, and Mastercard corporate cards
feature included feature not included feature included
ERP Integrations
learn more Sync reimbursements alongside AP, Card, and other payments for faster financial close
feature included feature not included Limited functionality
Global Reimbursements
learn more Send payments around the world in a variety of methods and currencies from a globally licensed and regulated platform
feature included feature not included Limited functionality
Customer Support
learn more US-based phone & email support with < 2-hour response times and 98% CSAT
feature included feature not included Limited functionality
User Experience
learn more Intuitive desktop and mobile experiences with modern UI and seamless expense submission workflows that reduce errors
feature included feature not included Limited functionality
All Spend in One Platform
learn more One system for AP, procurement, cards, expenses, and global remittance
feature included feature not included Limited functionality

Expense Management FAQs

What is expense management software?

Expense management software is a digital solution that automates the tracking, submission, approval, and reimbursement of expenses for businesses of all sizes. It helps a business ensure compliance, oversee expenses, and provide insight into spending patterns.

A business expense can be anything an employee pays for related to their job. Expense management pertains to every task involved in ensuring these expenses are properly handled and paid back. The right expense management solution saves a company money, reduces mistakes, and improves efficiency.

How does expense management automation work?

Expense management automation streamlines the tasks associated with tracking, submitting, approving, and reimbursing expenses within the expense management process.

Here are a few quick steps for how it works:

  1. Employees submit expenses via an expense management system
  2. The system captures invoice data via optical character recognition (OCR)
  3. The system checks expenses against company policies
  4. Expenses are automatically routed to approvers
  5. Automated notifications and alerts are sent 
  6. Real-time tracking of expense reports
  7. The system calculates the amounts owed
  8. Multi-currency payment processing for reimbursement
  9. An audit trail is created, documenting every step
  10. The system generates reports and analytics.

Tipalti is an end-to-end provider of advanced expense management. It can assist you with tasks like receipt scanning (to capture expense data), spend tracking, approval workflows, corporate cards, policy enforcement, and multi-currency support.

What are the benefits of automating employee expenses and reimbursements?

Automating expense reimbursement offers some key advantages for small businesses and large enterprises alike, including:

  • Time efficiency
  • Accuracy and compliance
  • Improved visibility and control
  • Enhanced experience
  • Mobile accessibility
  • Ease of use for business travel

Through expense reimbursement software, companies can streamline expense management, reduce costs, eliminate data entry, simplify travel booking, and enhance accuracy, contributing to greater efficiency and employee satisfaction

What is the best way to reconcile expenses?

The best way to facilitate expense reconciliation is to keep detailed records, implement internal spend controls, and take advantage of intelligent expense management tools. The right software offers advanced functionality like in-depth analytics and payment reconciliation reporting.

Tipalti is accounting software that helps businesses cut through manual expense filing and reconciliation challenges, accelerating monthly close by up to 25%. Tipalti’s expense management platform helps streamline employee expense reports and strengthens financial controls.

Tipalti’s user-friendly system reduces your team’s workload by automating payment reconciliation, enforcing policies, consolidating business spend, and seamlessly integrating with your ERP.

How does Tipalti automate expense reporting?

Traditionally, creating an expense report and reviewing it for compliance, accuracy, and relevance was a manual process. Today, the best expense management software, like Tipalti, takes care of the grunt work. 

Expense report automation simplifies receipt management. Systems like Tipalti help a business manage spend in a single, all-in-one platform. This helps businesses scale rapidly, facilitates expense management, eliminates policy violations, and reduces risk. 

A mobile expense management app allows employees to automatically create and submit reports, which managers can then quickly review and approve.

What steps in the expense approval process can be automated?

Automating the various steps in the expense approval process includes:

  1. Receipt capture (remote and mobile features)
  2. Submitting expenses and filing an expense report
  3. Checking policies and flagging discrepancies
  4. Routing for approval based on specific criteria
  5. Parallel approval paths for multiple approvers
  6. Approval notifications 
  7. Integration with other accounting systems
  8. Real-time tracking of the expense approval status
  9. Generating an audit trail 
  10. Reporting and analytics tools

By leveraging expense approval software to automate these steps, businesses can reduce manual efforts, improve compliance, and expedite the overall process.

How do I reimburse expenses with Tipalti?

Tipalti’s robust global payment infrastructure enables finance teams to efficiently reimburse employees, no matter where they are in the world. 

It facilitates expense reimbursement and enables managers to review and approve employee expenses easily via the mobile app. As a result, finance can quickly reimburse employees internationally.

The Tipalti solution enables expense payments to 196 countries in over 120 currencies using 50+ payment methods. It streamlines travel and expense management for companies of all sizes, from startups to enterprise corporations.

Can you automate spend control?

Spend control can be automated via expense management software, custom approval workflows, corporate cards, policy enforcement, integrations, analytics, and more. 

Tipalti Expenses enables customers to set spending limits within specific categories over defined time periods, ensuring meticulous budget control. 

Create multi-level expense policies per subsidiary. Promptly notify employees and approvers in case of expense policy breaches, providing clear details on the rule violated.

How does integration with the Tipalti Card work?

Tipalti Card includes physical and virtual cards that streamline the issuance, control, visibility, reporting, and reconciliation of all card expenditures. Integrating Tipalti Card into a unified finance automation dashboard centralizes spend, expenses, procurement, and more. 

The corporate card integration feature consolidates Tipalti Card and reimbursable expenses in our expense management software. Employees connect expenses with their cards, managing all business needs in a single spot. 

An organization can effortlessly set spend controls, issue new cards, and benefit from automated transaction coding. Sync all card tasks to your ERP to ensure accuracy and save valuable time.

Can you integrate the Amex corporate card with Tipalti Expenses?

Tipalti currently integrates Visa, Mastercard, and American Express. Tipalti Expenses easily connects with Visa and Mastercard networks and integrates with external corporate cards, allowing businesses to integrate banking with employee transactions and gain full control over corporate card management

Companies can upload receipts, provide coding, and reconcile to an ERP. They can also manage the card and reimbursable spend through the mobile app and Tipalti Hub.