Essentials
- Personal Card Integration via Plaid
- Receipt Reader - Unlimited Receipts
- Mileage Tracker
- Multi-platform Access
- Multi-Currency
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Pros
The printable reports are very professional-looking. We thought the cost was AMAZING for this level of expense tracking' so affordable compared to their counterparts with less features.
First month using and so far I have been very pleased. It is providing the functionality I need at a price point I appreciate.
Cons
There is nothing that I can say that I dislike about the software.
I think the User Permissions configuration section is a bit confusing.
"Complete streamline of our expenses"
Overall: Reduced paperwork and printing and improved efficiency throughout the company.
Pros: We have been struggling to keep track of expenses in a way that doesn't seem like an interruption to our workflow. We previously used paper vouchers for accountability and have now cut our printing by almost 50%. There is a receipt wallet which stores all receipts once upload in real time which is a great feature for employees who work primarily in the field. For busy employees, rights can be granted for an administrator to author their reports. The level of tracking by - user, category and project allows you drill down to get a thorough understanding of spending. The printable reports are very professional-looking. We thought the cost was AMAZING for this level of expense tracking' so affordable compared to their counterparts with less features. We also appreciate that we are able to pre-set what GLs can and cannot be used for expenses which eliminates inaccurate coding of expenses. The landing pages to sign in are refreshing. Last, the customer support was top-notch and unlike that of other software companies we've worked with.
Cons: We haven't found any major features that were lacking. Those we though were an issue were rectified with additional training.
Vendor Response
"Awesome!"
Overall: Customer service is outstanding. I must have called everyday when we first got it and the reps were all so patient and helpful. When it all came together it was wonderful.
Pros: That it has kept all of our sales people current with their expense reports. It used to take months to get them to submit which really challenged the Accounting Team.
Cons: There is nothing that I can say that I dislike about the software.
Vendor Response