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Never manually code an expense again.
Sage Expense Management (formerly Fyle) instantly automates categorization for every expense category, ensuring audit-ready books without the guesswork.
1775+ reviewsTrusted by 2500+ Customers
End the guesswork. Build your financial roadmap
Turn expense categorization from an admin task into a strategic financial roadmap. Manual processes obscure the data you need most, creating blind spots that directly hurt your bottom line through:
Risking audit & lost deductions
Inconsistent coding means you fail to isolate critical costs (like R&D or capital assets), making your deductions indefensible and inviting IRS scrutiny.
Inaccurate data impacting budgets
When employees dump spend into miscellaneous, your budget vs. actual reports are skewed, killing your ability to track departmental and project profitability.
Wasted hours
Finance team loses 4-12+ hours per month manually chasing employees for context and fixing categorization errors instead of focusing on strategic analysis.
Make expense categorization effortless with Sage Expense Management
Scan, extract, and classify in seconds
Don't just capture receipts; classify them. Our intelligent OCR identifies the vendor to automatically assign the correct category and GL code, eliminating guesswork and manual errors.
Explore OCR features
Sync data to your chart of accounts instantly
Instantly capture details like Merchant and Project, mapping them directly to your Chart of Accounts. Ensure every entry aligns perfectly with your financial records without manual corrections.
Explore accounting integrations
CONSTRUCTION
Sage Expense Management has made it very convenient for us to see our expenses as soon as employees swipe their cards. We get to know almost right away when employees have missed a receipt with the real-time card feeds, instead of waiting for the bank statement to be uploaded at the end of the week.
Emma Riehlman
Accounts Payable
MEDIA
Sage Expense Management is an exceptional solution that has consistently proven its value. It stands out as a robust and user-friendly platform, meticulously designed to cater to the needs of both employees and finance/accounting professionals alike.
Ashley Bolnick
Controller
FINTECH
Switching to Sage Expense Management has truly improved the way we manage our expenses, by saving us a tremendous amount of time that used to be spent manually inputting receipts and reconciling expenses.
Carmen Andino
Executive Assistant to the CEO
RELIGIOUS INSTITUTIONS
Sage Expense Management has been a game-changer for our team! Before, our team was inconsistent in their expense reporting, and it took hours and days of work for our accountant to manually enter everything in QuickBooks. With Sage Expense Management, our team has had consistency and accountability, our accountant spends far less time entering expenses!
Brittany Kizer
Administration Director
NON PROFITS
Previously, we were trying to track thousands of dollars in credit card expenses and reimbursements across many employees each month with an Excel spreadsheet. It was a nightmare! With the help of Sage Expense Management's wonderful team, we now have a system that has streamlined the process and made it much more professional for all of us at Bright Futures for Youth.
Dena Valin Malakian
Associate Director
INFRASTRUCTURE
Sage Expense Management was the best expense software we found that connected with NetSuite seamlessly and efficiently. It allows control of our expenses within NetSuite, and has an easy-to-use end user interface.
Kyle Shaffer
NetSuite Administrator
Matt Moore
CPA, Accounting Manager
CONSTRUCTION
Sage Expense Management has tremendously cut the preparation and processing time for our 85 cardholders and admins. Finalizing one reporting period for all cards now takes less than a month, compared to over 2 months before. The availability of reports on demand is precious. The simple process and unsurpassed support has led to significant time and cost savings.
Hermo Grande
Sr. Financial Operations Analyst
NON PROFITS
The main challenge we face with expense reporting is that we currently have a completely manual process, so our goal was to automate expense gathering, tracking, and reporting to make it easier on our team. Sage Expense Management's ability to capture receipts via email or app, automatically categorize and allocate to various credit card utilizations, & affordability made it a great choice for us.
Eli Niepoky
Treasurer
HEALTHCARE
The ability to effortlessly capture receipts on-the-go, coupled with its intelligent auto-categorization feature, has saved us countless hours previously spent on manual data entry.
Michele Tupitza
Office Manager
REAL ESTATE
We didn't want another complex tool, we just needed a system our team would actually use. Now, with Sage Expense Management, receipts come in instantly, expenses are tagged correctly, and I'm not spending hours cleaning up data.
Paul Broaddus
CIO & CFO
COMPUTER SOFTWARE
Sage Expense Management works so well for us, it saves us time to reconcile dozens of charges throughout the month and organizes the individual reports coming from each cardholder. It typically takes each cardholder less than an hour each month to complete all necessary transactions to accurately and completely file their expense reports.
Bob Boyich
Chief Operating Officer
SECURITY
We now have system that not only captures and organizes all necessary data but also seamlessly integrates receipts and flows effortlessly into our ERP. What I appreciate most about the platform is its organization and efficiency.
Wendy Romaniello
Financial Director
CONSTRUCTION
My main focus was to make the end-user experience easy without compromising finance efficacy. That was made possible with Sage Expense Management.
Brad Salter
Chief Operating Officer
MANUFACTURING
Sage Expense Management has made it very convenient for us to see our expenses as soon as employees swipe their cards. We get to know almost right away when employees have missed a receipt with the real-time card feeds, instead of waiting for the bank statement to be uploaded at the end of the week.
Annalee
Office Manager
MEDIA
Sage Expense Management has been instrumental in automating our employee expense processing. Our employees love the receipt text feature and I love the integration with Netsuite.
Shannon Zuniga
Director of Accounting Services
1/3
Ensure precise project coding for faster billing
Enforce accurate project coding at the source to stop expenses from slipping through the cracks. Bill clients faster and provide audit-ready proof of spend without the manual headache.
Learn more on project coding
Use policy guardrails to guide expense categories
Restrict project access and set category-specific budgets to limit what employees see. Ensure every expense is categorized correctly automatically, preventing costly misallocation errors.
Explore automated compliance
Sage Expense Management’s offerings don’t end here
More ways to track receipts
More ways to track receipts
Track and manage receipts from apps you use daily, like Gmail, Outlook, text messages, and more.
Explore receipt tracking featuresMonitor employee spend in real-time
Monitor employee spend in real-time
Get real-time visibility into card spend and out of pocket expenses in one place.
Explore Copilot featuresEliminate wasted spend
Eliminate wasted spend
Create budgets for different Projects, Departments, Categories and more.
Explore budget tracking featuresFrequently asked questions
Can I stop employees from seeing categories or cost codes they don't need?
Yes. Sage Expense Management allows companies to restrict which categories, projects, or cost codes are visible based on an employee’s department, location, or role. For example, a field tech will only see 'Job Supplies,' while a director sees 'Travel & Entertainment.' This prevents 90% of coding errors at the source.
You can also set rules to completely hide or restrict access to broad categories like 'Miscellaneous,' forcing employees to correctly code expenses to a specific, auditable line item.
Can one receipt be split across multiple projects or departments?
Yes. Sage Expense Management let’s employees (or approvers) to split a single expense by percentage or dollar amount across multiple projects, cost centers, or categories. This is very useful for shared costs like software subscriptions or bulk supply purchases.
What happens if an employee selects the wrong category?
Approvers and finance teams can modify the category at any stage of the workflow, before it syncs to your integrated accounting software. We also allow you to send the expense back to the employee with a comment asking them to correct it.
Can I set different limits for different categories?
Yes. With Sage Expense Management, you can set a hard limit (e.g., $50) for 'Meals' but a higher limit (e.g., $500) for 'Airfare.' If an employee exceeds the category-specific limit, the system can either block the submission or flag it for special review.
How does the system handle complex GL codes and dimensions?
We keep your core GL simple but use Dynamic Fields to map expense details (Project, Department, Location) directly to your dimensions. This prevents a bloated Chart of Accounts and ensures clean data sync to Sage Intacct.
Does expense categorization happen automatically, or does the employee choose?
Categorization is automated first. Our AI uses OCR and Merchant Rules to auto-assign the GL code. The employee's primary role is simply to verify the suggested category and tag the necessary Project or Customer. This ends manual data entry and guesswork.
