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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 Keep?

Keep is an all-encompassing financial software platform aimed at enabling Canadian small and medium enterprises to efficiently oversee their financial affairs by combining features such as corporate credit cards, expense management, multi-currency accounts, and access to growth capital within a single, intuitive interface. Users can take advantage of business-issued Mastercard corporate cards that provide elevated spending limits, along with the option to create customizable physical cards and an unlimited number of virtual cards, which are all designed with real-time spending controls and automated expense tracking via receipt uploads and customized bookkeeping rules. In addition, Keep supports the easy transfer of funds across borders in local currencies at attractive foreign exchange rates and seamlessly integrates with QuickBooks for smooth transaction synchronization and categorization. The platform further enhances financial oversight by delivering instant alerts, comprehensive analytics, and robust fraud detection features, allowing users to maintain a transparent understanding of their financial standing. Moreover, Keep offers capabilities for establishing employee spending limits, distributing cards among team members, and tapping into growth capital with clear terms, making it an indispensable resource for fostering business expansion and achieving financial transparency. By utilizing these advanced functionalities, companies can significantly improve their financial workflows and make more informed decisions that contribute to their ongoing success. Overall, Keep not only simplifies financial management but also empowers businesses to thrive in a competitive landscape.

Media

Media

Integrations Supported

QuickBooks Online
Gmail
Google Workspace
Microsoft Outlook
NetSuite
Perk
QuickBooks Online Advanced
Sage Intacct
Xero

Integrations Supported

QuickBooks Online
Gmail
Google Workspace
Microsoft Outlook
NetSuite
Perk
QuickBooks Online Advanced
Sage Intacct
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Pricing not provided.
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

Keep

Date Founded

2021

Company Location

Canada

Company Website

www.trykeep.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

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