Ratings and Reviews 1 Rating

Total
ease
features
design
support

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Xero Reviews & Ratings
    5,419 Ratings
    Company Website
  • Order.co Reviews & Ratings
    212 Ratings
    Company Website
  • BILL Reviews & Ratings
    2,133 Ratings
    Company Website
  • FreshBooks Reviews & Ratings
    5,452 Ratings
    Company Website
  • Rippling Reviews & Ratings
    18,630 Ratings
    Company Website
  • Wallester Reviews & Ratings
    259 Ratings
    Company Website
  • AvidXchange Reviews & Ratings
    569 Ratings
    Company Website
  • Melio Reviews & Ratings
    2,199 Ratings
    Company Website
  • onPhase Reviews & Ratings
    206 Ratings
    Company Website
  • Zahara Reviews & Ratings
    34 Ratings
    Company Website

What is Sage Expense Management?

Sage Expense Management (formerly Fyle) is an AI-powered expense management software built to automate and simplify how businesses handle employee expenses and corporate credit card transactions. Works with your existing credit cards: Sage Expense Management connects directly to credit card networks (Visa, Mastercard, American Express). This means, the moment a card is swiped, the transaction data is sent to our platform. Users instantly receive a text notification and can simply reply with a picture of the receipt for instant, automated reconciliation. Effortless expense submission: Employees can submit expenses from everyday apps, including Text Messages, Gmail, Outlook, or our easy-to-use mobile and web app. Our AI-powered OCR engine automatically extracts, codes, and categorizes data from receipts and allocates it to the right projects & cost centers. Automated, compliant workflows: Transactions appear the moment they occur, with instant policy checks that flag errors or out-of-policy spend. Further, you can set up multi-level approval workflows and track expense approvals in real time. Seamless accounting integrations: Sage Expense Management offers two-way integrations with QuickBooks Online, QuickBooks Desktop, Xero, NetSuite, Sage Intacct, and Sage 300 CRE. It automatically exports your expense data to your accounting software, mapping all key dimensions, including your Chart of Accounts, GL codes, projects, and employees. This ensures that every expense is accurately coded, eliminating the need for manual data entry. 2,000+ teams trust Sage Expense Management to simplify expense management.

What is Bank Rec?

Bank Recâ„¢ streamlines the bank account reconciliation process, making it quick and even enjoyable. You can wave farewell to the monotonous chores of 'ticking and tying' as your team is empowered to focus on more strategic endeavors. Each matched entry is conveniently identified with an 'audit trail number' for straightforward referencing and reporting. Any records that remain unmatched will be rolled over to the subsequent period until they are reconciled. The system allows you to generate a reconciliation report even in the face of discrepancies, offering recommendations for necessary journal entries. Our comprehensive collection of bank reconciliation reports provides deeper insights into your financial data. This innovative tool transforms a once solitary task into a thoroughly documented process that ensures uniformity and offers a solid backup for personnel and operations alike. It effortlessly integrates with any files exported in Excel, CSV, or BAI formats from your banking or accounting platforms. You have the option to use our predefined matching rules or tailor your own to cater to specific requirements. Additionally, exception reports clearly outline the causes of unmatched items, thereby significantly cutting down research time and enabling your team to focus on high-risk discrepancies. Moreover, this solution not only boosts efficiency but also fortifies the overall financial integrity of your organization, making it an invaluable asset in your operational toolkit. Ultimately, Bank Recâ„¢ is designed to enhance collaboration and accountability within your financial workflows.

Media

Media

Integrations Supported

Microsoft Outlook
Gmail
Google Workspace
Microsoft 365
Microsoft Excel
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
TravelPerk
Xero

Integrations Supported

Microsoft Outlook
Gmail
Google Workspace
Microsoft 365
Microsoft Excel
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
TravelPerk
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$11.99/month/user
Free Trial Offered?
Free Version

Pricing Information

$199.95 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Sage

Date Founded

2016

Company Location

United States

Company Website

www.fylehq.com

Company Facts

Organization Name

Treasury Software

Company Location

United States

Company Website

www.treasurysoftware.com/bank-reconciliation/bank-reconciliation.aspx

Categories and Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Mileage Tracking

Business / Personal Travel
Cost Analysis
Employee Reimbursement
Expense Reports
GPS Tracking
Manager Workflow
Mileage Logging
Reporting

Spend Management

Approval Workflow
Budgeting / Forecasting
Expense Tracking
Multi-Currency
Prepaid Cards
Procurement Management
Receipt Management
Spend Analysis
Spend Control
Supplier Management

Categories and Features

Popular Alternatives

itilite Reviews & Ratings

itilite

ITILITE

Popular Alternatives

QX QuickReco Reviews & Ratings

QX QuickReco

QX Global
ReconXpert Reviews & Ratings

ReconXpert

Sydel Corporation
BankCube Reviews & Ratings

BankCube

Bank Cubes