Sage Expense Management

Expended expense automation capabilities with Sage Expense Management (Formerly Fyle)

Sage Expense Management works with your existing credit cards to further simplify and automate the employee expense lifecycle for finance teams and employees submitting expenses. With exclusive features such as text message receipt capture and direct, real-time card feeds, employees have more ways to capture receipts and submit expenses. Finance teams also have real-time visibility into spend, comprehensive policy controls, and fully automated credit card reconciliations.

Key benefits

• Employee expense tracking: Easy receipt submission and automatic data extraction.

• Credit card reconciliation: Real-time feeds and automated matching of receipts and transactions for your existing cards.

• Approvals: Custom multi-stage workflows that allow managers to approve reports easily.

• Artificial Intelligence for improved compliance: Automatic policy checks, duplicates, and fraud detection in real time.

• Reimbursements: Directly reimburse employee accounts using ACH, or update credit card data.

• Projects and budgets: Easily track and assign expenses to projects, and monitor spending with budgets.

• Insights (Copilot): AI-driven risk analytics and spend visibility to monitor budgets and optimize company cash flow.

How it works

Sage Expense Management is an expense management platform that automates the tracking of business spending on your existing corporate cards.

By integrating directly with Visa, Mastercard, and American Express card networks, Sage Expense Management provides real-time visibility into employee expenses. SEM sends instant text notifications to employees, making it easier to collect and reconcile receipts.

Employees can submit their receipts by replying with a photo through text message, Gmail, Outlook, email forwarding, and Sage Expense Management's mobile or web app. Our AI automatically extracts and categorizes expense data from receipts based on the merchant, matching each receipt to the correct transaction.

After approved, the expense data automatically syncs with Sage Intacct.

Good to know

Contact your account manager to enable Sage Expense Management.

For more information, go to Sage Expense Management for admins.

Permissions and other requirements

Subscription	Sage Expense Management
Regional availability	United States