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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 Float?

Experience the benefits of innovative corporate cards, efficient next-day payment processing, and an attractive 4% interest rate all through a singular, streamlined platform designed for Canadian businesses. Float's state-of-the-art corporate cards allow you to effortlessly manage, monitor, authorize, and reconcile expenses in both CAD and USD. Eliminate the fees tied to USD transactions while enjoying complete financial oversight, no matter the currency. With Float, you have access to both physical and virtual cards that come with customized spending controls and real-time reporting to enhance your organization's expenditure management. You'll benefit from instant notifications, enabling you to easily text, email, or upload receipts right after each purchase. Boasting an unlimited number of virtual cards for vendors and employees, you can maintain rigorous control by funding cards only as needed. Additionally, you have the power to set spending limits, as well as the option to pause or cancel cards at any moment to avert unauthorized spending. Each transaction made with a Float card automatically generates receipts and categorizes them with pertinent GL codes, tax codes, vendors, and other critical details, ensuring meticulous financial tracking. This all-encompassing strategy not only streamlines expense management but also equips businesses with the insights necessary to make sound financial decisions with confidence, ultimately fostering a more effective financial environment. By utilizing Float, companies can enhance their operational efficiency and gain a competitive edge in their financial practices.

Media

Media

Integrations Supported

NetSuite
QuickBooks Online
Xero
Amazon
Dropbox
Fulfil
Gmail
Google Sheets
Google Workspace
Indigo
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Perk
QuickBooks Online Advanced
Sage Accounting
Sage Intacct
Uber Eats

Integrations Supported

NetSuite
QuickBooks Online
Xero
Amazon
Dropbox
Fulfil
Gmail
Google Sheets
Google Workspace
Indigo
Microsoft Dynamics 365
Microsoft Excel
Microsoft Outlook
Perk
QuickBooks Online Advanced
Sage Accounting
Sage Intacct
Uber Eats

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$10 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

Float

Date Founded

2019

Company Location

Canada

Company Website

floatfinancial.com

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

Business Bank Accounts

Bank Wires
Bill Pay
Billing & Invoicing
Business Credit Cards
Checking Account
Checks
Expense Management
Instant Payouts
No Fee Payments
Rewards
Savings Account
Spend Management

Expense Report

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

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