Make Data-Driven Decisions with Actionable Insights
Reports & Analytics provide real-time insights into expenses, trends, and budget utilization, helping businesses make data-driven decisions.
Real Time Analytics
Comments
Users can add comments and approvers can add notes to an expense report, if enabled by your company.
Expense History
Any changes made to an expense report (even at the line item level) will be tracked which includes the user and date for future reference.
AI-Driven Insights
Leverage AI to uncover spending patterns, identify anomalies, and predict future expense trends, enabling smarter decision-making.
Customizable Dashboards
Customize dashboards with widgets to track KPIs like policy violations, expense category breakdowns, top spenders, and more.
Real-Time Analytics
Access up-to-the-minute reports on employee spending, reimbursement cycles, and department-wise spending summaries.
Drill-Down Reporting
Click through high-level reports to drill down into specific transactions, users, departments, or categories for granular insights.
Scheduled Report Delivery
Set up automated report scheduling to deliver key reports daily, weekly, or monthly to relevant stakeholders.
Exception & Policy Violation Reporting
Instantly flag and report out-of-policy expenses, duplicate claims, and unauthorized spending with visual alerts.
Smart Filters & Advanced Search
Apply dynamic filters across multiple dimensions—project, category, employee, location—to slice and dice your data effectively.
Audit-Ready Reporting
Generate detailed audit logs and export compliant, timestamped reports for regulatory or internal audit purposes.
Features
Resources
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