Smarter spend oversight, less busywork

Your decision-making starts with clear, accurate data that’s always up to date.

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Sage Expense Management flagging a expense policy violation

4.6/5 1775+ reviews

Trusted by 2500+ Customers

See and control spend with confidence

See expense the moment it happens
Strategic oversight on company spend
Compliance with zero manual checks
Unlock hidden savings with AI CoPilot

Know exactly what's being spent, in real time

We directly integrate with your existing business credit cards, to give you real-time spend visibility into every card transaction. Track corporate card spend, receipt submissions, and reimbursement requests in one unified view.

Sage Expense Management spend oversight dashboard

Empower managers with the high-level clarity

The manager view dashboard*, gives executives complete visibility into spending patterns across their entire organization. Perfect for oversight without micromanaging.

*available for business plan customers

Sage Expense Management manager view dashboard

Proactive alerts to help protect your bottom line

Set up business rules that fit your organization in seconds. Automatically flag inflated claims, detect duplicate receipts, and ensure every expense stays within budget and aligns with company policies—so you never approve a questionable expense.

Set up expense policies and business rules in Sage Expense Management for automated compliance checks

Spot high-cost areas and quickly identify where you can save

Copilot provides AI-powered insights on your expenses, reports, categories, merchants, and any support queries instantly. Effortlessly analyze company spending to spot trends, monitor budgets, and identify cost drivers or potential overspending.

Sage Expense Management AI powered copilot gives insights about company expenses and reports.

See and control spend with confidence

See expense the moment it happens
Strategic oversight on company spend
Compliance with zero manual checks
Unlock hidden savings with AI CoPilot

Know exactly what's being spent, in real time

We directly integrate with your existing business credit cards, to give you real-time spend visibility into every card transaction. Track corporate card spend, receipt submissions, and reimbursement requests in one unified view.

Empower managers with the high-level clarity

The manager view dashboard*, gives executives complete visibility into spending patterns across their entire organization. Perfect for oversight without micromanaging.

*available for business plan customers

Proactive alerts to help protect your bottom line

Set up business rules that fit your organization in seconds. Automatically flag inflated claims, detect duplicate receipts, and ensure every expense stays within budget and aligns with company policies—so you never approve a questionable expense.

Spot high-cost areas and quickly identify where you can save

Copilot provides AI-powered insights on your expenses, reports, categories, merchants, and any support queries instantly. Effortlessly analyze company spending to spot trends, monitor budgets, and identify cost drivers or potential overspending.

Miscategorized expenses down by 95%

"The intuitive interface, seamless integrations, and real-time visibility into spending have made our finance team more efficient and empowered our employees to stay compliant without the hassle"

Tifany Wunschl, Controller

Read case study

Granular control for accurate reporting

Easily configure tax groups, mark expenses as billable, auto-calculate mileage and per diem, and set your own exchange rates.

Sage Expense Management granular reporting admin settings

Reduce time and efforts on audits

Every approved expense leaves a fully searchable, cloud-based audit trail. Access complete transaction histories, with auto-attached receipts, approval chains, and policy compliance data.

Sage Expense Management audit trial tab showing expense transaction history.

Integrate Sage Expense Management with the rest of your data

Automates data flow to your ERP

Bidirectional integration with ERP ensures expense data flows automatically, eliminating manual data entry or errors.

Learn more

Logos for Sage Expense Management's accounting software integrations, including QuickBooks, Sage, and Xero and more.

Easily export data

Generate detailed, customizable expense reports with attached receipts for error-free month-end closing.

Generate and export expense reports with attached receipts in 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

Frequently asked questions

What is Sage Expense Management?

Sage Expense Management is a modern, AI-powered credit card expense management software built to streamline expense tracking and reconciliations. Sage Expense Management offers a better ROI with 24/7 customer support, a unique pricing model based only on 'active users,' no lock-in contracts, and an experience designed to automate every step of expense management.

Who is Sage Expense Management for?

Sage Expense Management is for any business tired of manual expense reports and slow processes. It’s built for finance teams seeking real-time control and faster month-end closing, and for employees who want to track expenses and get their reimbursements on time easily.

Can I set up automatic reminders for employees who forget to submit receipts?

You can configure Sage Expense Management to automatically 'nudge' employees who have incomplete expenses. You can set automated reminders for any schedule—daily, weekly, or just before month-end, based on your preferred frequency.

How do we stop managers from "blindly approving" expenses?

Our real-time policy engine flags violations—like missing receipts, duplicate expenses, or exceeding category limits, before the report reaches the approver. Managers see a clear 'Policy Violation' flag next to the expense, allowing them to take appropriate action.

Can we split a single expense across multiple Projects or GL codes?

Absolutely. Employees or admins can easily split a transaction by percentage or dollar amount across multiple Projects, Cost Codes, or Departments, ensuring every client is billed correctly.

Does Sage Expense Management integrate with my accounting software?

Yes. Sage Expense Management offers direct, two-way integrations with NetSuite, QuickBooks, Xero, and Sage. This automates your accounting and helps you close your books in record time.

How long are receipts stored, and what happens if we get audited?

We store your receipts indefinitely in a secure, IRS-compliant digital format for as long as you are a customer. We also sync the actual receipt image directly to your ERP along with rest of employee expense data.

Can we run reports to see spend by Project, Department, or Customer?

Absolutely. Our analytics give you a real time view of company spend. You can filter reports by Employee, Project, Merchant, or Department to identify overspend or billable costs instantly, rather than waiting for the books to close.

Can employees code expenses to a specific Job or Project at the time of purchase?

Yes. You can make these fields mandatory, meaning an employee cannot submit their receipt until they have tagged the expense to the correct project, ensuring your job costing is accurate from day one.

Do you maintain a full audit trail of changes made to an expense report?

Yes. You can access every action taken on an expense—from the initial receipt upload to any edits made by the employee, manager, or accountant.

How is Sage Expense Management priced?

Our pricing is simple and transparent, based on the number of active users per month. We have scalable plans to fit your needs, whether you choose a monthly or annual subscription - with no lock-in contracts.