Features
Everything you need to manage expenses efficiently
Expense Management
Quick Expense Submission
Submit expenses in seconds with our intuitive interface. Upload receipts, add mileage, or enter expenses manually.
Receipt Scanning & OCR
Automatically extract data from receipts using advanced OCR technology. No more manual data entry.
Mileage Tracking
Track business mileage with automatic distance calculation and CO2 emission tracking. Support for frequent journeys and return trips.
Multi-Currency Support
Handle expenses in multiple currencies with automatic conversion and exchange rate tracking.
Pay on approval
For UK customers, our integration with Modulr allows you to pay claims on approval. No more manual payments.
Custom Categories & Projects
Organise expenses with custom categories, projects, and entities that match your business structure.
Approval Workflows
Flexible Approval Rules
Create custom approval workflows based on amount, category, project, or any combination of criteria.
Multi-Step Approvals
Set up complex approval chains with multiple approvers and conditional routing.
Delegation & Absence Management
Automatically delegate approvals when approvers are unavailable. Reclaim approvals when you return.
Approval Reminders
Automated daily reminders for pending approvals, sent at the approver's preferred time in their timezone.
Notifications & Communication
Email Notifications
Receive instant email notifications for approvals, reminders, and important updates.
Microsoft Teams Integration
Get approval notifications directly in Microsoft Teams. Install the bot and stay connected.
Real-Time Updates
Stay informed with real-time status updates on all your claims and approvals.
Reporting & Analytics
Comprehensive Reports
Generate detailed reports on expenses, approvals, and spending patterns.
Custom Dashboards
Create custom dashboards to track the metrics that matter most to your business.
Export Capabilities
Export data in multiple formats for accounting software integration and analysis.
Business Rules & Compliance
Rule Book
Centralised rule book with structured and text-based rules. Easy to search and reference.
Tax Compliance
Built-in tax rate management and VAT handling. Automatic tax calculations and reporting.
Audit Trail
Complete audit trail of all actions, changes, and approvals for compliance and accountability.
Integrations
Finance System Integration
Connecting to Zahara, allows seamless integration with finance systems including Xero, QuickBook, Sage 50, Sage 200, Sage Intacct, MYOB and Business Central. Employee expense claims can then be recorded as purchase invoices in the finance system.
Microsoft SSO
Single sign-on with Microsoft Azure AD for secure and convenient authentication.
Modulr
For UK customers, our integration with Modulr allows you to pay claims on approval. No more manual payments.
API & Webhooks
Our API allows you to integrate with your existing systems and automate your expense management process. We also support webhooks for real-time updates.
Accounts Payable Automation
Purchase Request Automation
Connecting to our parent app, Zahara, gives you access to an AP Automation Solution with over 10 years of refinements and improvements. A key component of this is the ability to control costs with multi-step approval workflows. These can lead to purchase orders being created and sent to suppliers automatically.
Invoice Automation
Invoices can be received, read, validated, sent for approval, and paid automatically. This can be done with or without a purchase order. Invoice are then exported to your finance system for automated posting.
Receipting
Goods and services can be receipted using our web app or mobile app, allowing finance to run GRNI reports are month end.
Payments
With Zahara, invoices can be paid automatically on their due date. No more manual payments. Using our payments providers, we streamline the payment process and ensure that payments are made on time.