Expense Tracker Efficiently monitor, categorize, and manage personal spending
Now Expense 365 App is Available on Microsoft Teams
Features of Expense Tracker
User Authentication: Secure login for privacy.
Expense Categories: Categorization of spending.
Transaction Recording: Input expenses with details.
Income Tracking: Monitor earnings alongside expenses.
Budget Setting: Allow setting spending limits.
Data Visualization: Charts/graphs for analysis.
Receipt Scanning: Store receipts via OCR.
Multi-platform Access: Use on various devices.
Reminders/Alerts: Notify of upcoming bills or limits.
Data Backup/Sync: Cloud storage for safety.
Currency Conversion: Convert expenses to preferred currency.
Keep Every Expense Compliant, Documented, and Audit-Ready
The integration of Compliance and Document Management in Expense Tracker is pivotal for ensuring adherence to regulatory standards and maintaining a structured record of financial transactions.
Policy Compliance: Apply spending rules automatically and flag expenses that fall outside company or regulatory guidelines.
Centralized Documents: Store receipts, invoices, and supporting files alongside each expense for easy retrieval.
Audit Trails: Track every submission, edit, and approval with a complete history for full transparency.
Secure Record Keeping: Protect financial documents with controlled access and encryption to support accountability.
Customizable Workflows
Custom Approval Flows: Set up single or multi-level approvals based on amount, department, or expense type.
Flexible Forms & Fields: Add the fields, categories, and tags your team needs to capture the right details.
Automated Routing: Send expenses to the right approvers automatically, with notifications at every step.
Role-Based Settings: Define what employees, managers, and finance teams can see and do at each stage.
Analytics and Reporting
Analytics and Reporting in Expense Tracker play a pivotal role in transforming raw financial data into actionable insights.
Visual Dashboards: View spending trends at a glance with interactive charts and graphs.
Detailed Reports: Generate reports by employee, department, category, or time period.
Budget Tracking: Compare actual spending against budgets to spot overspending early.
Informed Planning: Use spending patterns to guide financial decisions and future planning.
Enhanced Security and Compliance
Data Stays in Your Tenant: All expense data and documents remain within your own Microsoft 365 environment.
Data Protection: Keep financial information safe with encryption and controlled sharing.
Regulatory Adherence: Support audits and policy requirements with complete, traceable expense records.
Connect Expense Tracker with your other apps
Standard
$4999
per month, billed yearly
Standard Plan Features
- 25 Users
- 2 Support tickets per annum
- Free updates via MS store
- Data stays in SharePoint
- 1 Approval flow
- Single Expense
- SSL encryption
- Multi-factor authentication
- Role based access permission
- Single Sign On (SAML)
Plus
$7499
per month, billed yearly
Everything in Standard and…
- 25 Users
- Unlimited support tickets
- Free updates with support
- 2 Approval workflows
- Custom logo
- Integrates with Microsoft 365
- Custom Columns
- Expense Report
- Multiple expenses
- Mileage expenses
- In-app notifications
- Form customization
- Custom configurations
- Multiple currencies
Premium
$9999
per month, billed yearly
Everything in Plus, and…
- 25 Users
- Additional users at $3/user
- Unlimited support tickets
- Microsoft Teams App
- 10 Approval workflows
- Theme and Language
- Configuration
- Expense dashboard
- Email notifications
- Receipt tracking
- Direct email expense approve
- Unlimited expenses
- Expense delegation
- Advanced audit trail report*
- Tax compliance
- Group based approval workflows
- Approval delegation
- Expense report PDF
- Excel download
- Per diem automation(coming soon)
- Corporate card management(coming soon)
Enterprise
$14999
per month, billed yearly
Everything in Premium…
- 25 Users
- Additional users at $5/user
- Unlimited support tickets
- Microsoft Teams App
- Unlimited workflows
- AI Integration and camera scanner
- Receipt Auto scan
- Expense dashboard
- Email notifications
- QuickBooks integration
- Email expense approve
- Unlimited approval workflows
- Currency separator
- SOC 2 Type 2(coming soon)
- ISO 27001(coming soon)
- ISO 9001(coming soon)
- Customize with Power Automate
- Power BI & Power Apps Integration
- Dedicated Account Manager
- Purchase requisition forms(coming soon)
- One free customization
- Theme and Language Configuration
Using Azure? now you can buy on Azure Marketplace or using your enterprise agreement
*Includes one free customization (up to 4 hours, worth $400)
Some of Our Clients
Frequently Asked Questions
Expense 365, also known as Expense Tracker 365 is a tool, often in the form of software or applications, designed to help individuals or businesses monitor, manage, and categorize their expenses. It serves as a centralized platform for recording, organizing, and analyzing financial transactions.
Typically, an Expense Tracker allows users to input various types of expenditures, such as purchases, bills, or payments, along with details like date, amount, category, and notes. It enables users to track both regular expenses and irregular ones, providing a comprehensive overview of their spending habits.
# Includes one free customization (up to 4 hours, worth $400)
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