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We simplify expense management for your professional service business by automating the entire process, freeing your firm to dedicate more time to client success.
Employees can easily submit receipts through text, our mobile app, Gmail, or the Outlook plugin. We automatically extract key data like the amount, merchant, and date, and codes the receipt for faster, hassle-free expense tracking.
Choose the best way to track receiptsWe simplify expense reconciliation by instantly matching receipts to card transactions. Employees receive real-time spend alerts and can quickly submit receipts via text, eliminating the need for admins to manually match receipts to statements.
Explore instant receipt matchingWe directly connect with your existing business cards to show transactions as they happen, giving you real-time data. Stop waiting for month-end bank statements, and give finance teams the ability to monitor and control spending proactively.
Explore real time spend visibility
Sage Expense Management has powerful, direct integrations with QuickBooks, Sage Intacct, Xero, and NetSuite. Import data like Employees, Projects, Chart of Accounts, GL Codes, Cost Codes, and more into Sage Expense Management. And automatically export your expenses as Bills, Journal Entries, or Credit Card Charges in real-time.

Sage Expense Management empowers admins to design customized approval workflows that mirror your organization's unique hierarchy. Ensure expenses are routed to the right individuals at each level, enhancing accountability and streamlining decision-making.
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Our real-time compliance checks ensure that all expenses meet your organization's policies and regulatory requirements as they are submitted. This feature automatically flags any non-compliant expenses, allowing for immediate review and correction.
Learn how we can help you stay compliantEffortlessly manage project-specific expenses and billable receipts. Directly link receipts to the corresponding projects, making it simple to bill back costs to clients with full transparency. Keep your projects on track and ensure clients are invoiced for every eligible expense.


Sage Expense Management offers 24/7 customer support*, ensuring your team can get assistance whenever they need it.
*For business plan users
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Access real-time analytics to monitor spending and make informed decisions across teams and projects.
Learn more about Copilot
Set tailored budget limits and monitor spending in real time to prevent overspending before it happens.
Learn more about budgets