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Ditch Expense Report Templates. Automate Expense Reports.
Sage Expense Management (formerly Fyle) automates processes like receipt tracking, credit card reconciliation, employee reimbursements, and more!
1775+ reviewsTrusted by 2500+ Customers
You've been struggling with an expense report template.
Now see what automation can do for you.
The Old way
The Sage Expense Management way
The broken expense reporting process so far
Traditional expense reporting templates enable you to fill up information manually, as long as the template download is completed.
The consequences
Our platform is different
We automate all previously manual tasks, allowing your expense management process to run on autopilot.
The results
Automated expense reporting. Finally simple.
Expense reports are crucial for tracking business spending. With Sage Expense Management, employees can track, create and submit expenses on the go, while admins can approve with single click.
Automated receipt capture & data entry.
Users can submit receipts via Text, Gmail, Outlook, Slack, email forwarding, or via our mobile or web app. Our expense data is extracted, coded and tracked automatically.
Explore receipt tracking features
Automatic expense reports. Set and forget.
Schedule automatic expense report creation and submission for approval based on a frequency you set. No more followups or reminders.
Explore report submission features
Reconcile cards. In minutes, not weeks.
When an employee uses a company card, they receive an instant text alert. They can simply reply to the text with a photo of the receipt, and our system automatically matches it to the correct transaction. This process guarantees accurate reconciliation and eliminates duplicate entries.
Learn more about credit card reconciliations
Employees do work, not paperwork.
Automate expense reporting and reclaim your time with Sage Expense Management.
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
CONSTRUCTION
Sage Expense Management has made it easy to have expense reports submitted every week, in a neat format, with receipts. It integrates with our new ERP platform so once the expense report is approved it is automatically loaded into the ERP.
Michael Davis
Chief Financial Officer
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
Seamless Accounting Integration & Sync
Sage Expense Management integrates with QuickBooks, Xero,and NetSuite, ensuring all transactions and receipts flow directly into your accounting system for seamless reconciliation.
On-the-go approval workflows.
Managers can view, edit, approve, or send back expense reports directly from Gmail, Slack, or the mobile app, ensuring that reimbursements are never held up - even when they are on the move.
Explore approval workflows
Real-time policy. Real-time compliance.
Our powerful policy engine ensures employee expenses are verified against company policies automatically, even before they are submitted for approval. Reduce fraud, identify duplicates, and ensure every expense is compliant.
Learn how to stay compliant
Choose Sage Expense Management over manual expense report templates
Empower your finance teams to concentrate on what truly matters by automating expense reporting.
Here's more on what Sage Expense Management offers
Real-time expense insights
Real-time expense insights
Ask our AI powered Copilot for spend insights to track budgets and uncover trends to improve cash flow management.
Learn more about CopilotEasy budget tracking
Easy budget tracking
Set limits by category, department, project, or cost center (weekly to annual). Get real-time email alerts when thresholds are near or exceeded.
Explore budgeting featuresBest in class customer support
Best in class customer support
Get 24/7 support* over live chat and email with an industry best first response time of under 30 minutes.
*For business plan users.
Learn more about supportFAQs about automated expense reporting
What is expense reporting?
Expense reporting is the process where employees submit business-related costs to their employer to be reimbursed. It involves tracking expenses, collecting receipts, submitting them for approval, and receiving payment. Modern software automates this process to reduce manual work and increase accuracy.
How to automate an expense report?
Automating an expense report involves using software that handles the entire process digitally. The key steps are:
- Smart Receipt Capture: Employees snap a photo of a receipt with their phone, and the system automatically extracts key data like the amount, date, and vendor using OCR (Optical Character Recognition).
- Automatic Categorization: The software categorizes the expense according to company policies (e.g., travel, meals, software).
- Automated Policy Checks: The system instantly checks the expense against company rules to flag any violations, like exceeding a spending limit.
- Digital Approval Workflows: The report is automatically sent to the right manager for approval, who can approve or deny it with a single click.
- Accounting Integration: Once approved, the data is seamlessly synced with accounting software (like QuickBooks, Xero, or NetSuite) for faster bookkeeping and reimbursement.
What are the different types of expense reports?
Expense reports are typically categorized by the purpose of the spending. Common types include:
- Travel and Expense (T&E) Reports: Used to claim costs for business trips, including flights, hotels, meals, and client entertainment.
- Mileage Reports: Specifically for tracking and claiming reimbursement for business-related travel using a personal vehicle.
- Project-Based Reports: Used to consolidate all expenses related to a specific project to track its budget and profitability.
- General or Miscellaneous Reports: A catch-all for other business costs, such as office supplies, training courses, or software subscriptions.
How difficult is it to get started with Sage Expense Management?
Getting started with Sage Expense Management is incredibly fast. Its user-friendly design allows businesses to get up and running in minutes. Administrators can easily set up company policies on an intuitive dashboard, while employees can start submitting expenses immediately via the simple mobile or web app.
What kind of data security and privacy does Sage Expense Management offer?
Sage Expense Management provides enterprise-grade security. The platform is SOC 2 Type II and ISO 27001:2013 certified, uses end-to-end encryption, and is hosted on secure AWS servers. We ensure your financial data is always protected.
