Expense Management

Accounting

• Splitting Transactions
• Create and manage expense categories
• Creating Expense Category Labels in Bulk
• Custom Fields
• Coding transactions with expense category rules
• Creating expense category rules

Agentic Finance

• AI Policy Agent
• AI Powered Expense Categories

Approval Workflows

• Manager Review

• Card Approver in card approval workflows
• Enable virtual card approval workflow
• Review requests in the card approval workflow

Receipt Rules

• Create and update receipt rules
• Send receipt reminders

Reimbursements

• Assign a reimbursement report approver
• Approve a reimbursement report

Reporting

• Data Visualization & Reporting
• Download transactions for Quickbooks
• Download transactions for Excel
• Dynamic Expense Reports and Reconciliation