Business Expense Tracking Made Easy
Simpata Expense lets your team submit and manage expenses in real time—no paperwork, no headaches. Automate employee expense tracking, ensure policy compliance, and gain complete visibility into company spending with our intuitive expense management solution.
Key Features
Receipt Capture
Employees upload photos or scans of receipts via web or mobile. Snap a picture at the point of purchase and never lose another receipt.
Expense Categories & Policies
Define categories like travel, meals, and lodging with policy rules and limits. The system automatically flags out-of-policy entries for review.
Approval Workflow
Managers review and approve expense submissions online with full visibility into receipts and policy compliance.
Reimbursement Tracking
Mark expenses as reimbursed or paid and track pending reimbursements. Keep employees informed about the status of their submissions.
Reports & Analytics
See spending by category, project, or employee. Downloadable expense reports integrate with your accounting processes.
Benefits of Simpata Expense Management
Transform how your organization handles business expenses:
- ? Faster Reimbursement Cycles: Streamlined workflows mean employees get reimbursed faster, improving satisfaction and reducing follow-up requests.
- ? Improved Spending Visibility: Real-time dashboards show exactly where money is being spent, enabling better budget management and forecasting.
- ? Elimination of Lost Receipts: Digital capture means receipts are stored securely in the cloud, accessible whenever needed for audits or tax purposes.
- ? Ensured Policy Compliance: Automatic policy enforcement flags violations before approval, protecting your organization from out-of-policy spending.
- ? Proper Tax Documentation: Maintain complete records with receipt images and categorization for simplified tax reporting and deductions.
Integrated Expense Management
Simpata Expense Management works seamlessly within the Simpata ecosystem:
Timesheet Software Integration
Expenses can be associated with specific time entries or projects for combined project costing. See the complete picture of project investments.
Client Billing Connection
Approved expenses flow seamlessly to client invoices, ensuring billable expenses are captured and billed accurately.
Project Tracking Integration
Project-related expenses automatically roll into total project costs and budget monitoring, giving real-time visibility into project financials.
External System Integration
Export expense data to accounting systems or spreadsheets through Simpata's integration features, keeping your financial records synchronized.
Real-World Expense Management
See how Simpata transforms business expense processing:
Scenario: An employee travels for a client meeting and incurs travel, meal, and lodging expenses.
- During the trip, they photograph each receipt with their mobile device and submit expenses in Simpata.
- Expenses are automatically tagged to the client project and categorized (travel, meals, lodging).
- The manager receives an approval notification and reviews all expenses with attached receipts online.
- Upon approval, expenses are marked for reimbursement and automatically added to the client invoice.
- Finance exports the approved expenses to the accounting system with a single click.
Result: Fast reimbursement, accurate client billing, and complete audit trail—all without manual data entry.
Industry-Specific Expense Tracking
- Professional Services: Track client-related expenses and ensure accurate billback with project-based expense tracking.
- Healthcare: Manage operational expenses across facilities and departments with proper categorization and approval workflows.
- Field Services: Enable mobile workers to submit expenses on-the-go from job sites with mobile receipt capture.
- Sales Organizations: Control travel and entertainment spending with policy enforcement and real-time visibility.
Explore how Simpata adapts to your industry on our Industry Solutions page.
Simplify Your Expense Management
Eliminate paperwork, enforce policies automatically, and gain complete visibility into company spending. Experience the difference of integrated expense management.
Try Simpata Expense Management Today