Invoice & Expense Management
Capture receipts, track spending, and manage approvals—all in one place. This module helps you take control of business finances without spreadsheets, email chains, or missed reimbursements.
Features and Functionalities
- Upload receipts from desktop or mobile
- Tag expenses by project, category, or client
- Submit, approve, or reject expenses with a single click
- Track invoice status: sent, paid, or overdue
- Attach documents and notes to each entry
- Automate approvals based on thresholds or roles
- Export data for bookkeeping or audits
- View spending trends and pending totals
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Common Business Scenarios
- Upload a receipt from your phone after a client lunch
- Virtual assistant submits social media ad costs for approval
- Manager checks weekly expense totals to stay on budget
- Freelancer reviews invoice status before month-end billing
- Admin filters all expenses above €500 for review
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Pain Points It Resolves
- No more missing receipts or cluttered spreadsheets
- Eliminates slow or unclear expense approvals
- Reduces time spent on admin and manual tracking
- Keeps your spending transparent and audit-ready
- Helps prevent duplicate or unapproved reimbursements
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How the AI Assistant Helps
01
“What expenses were submitted this week?”
Sorted by user and status
02
“Which invoices are still unpaid?”
View by client, amount, or due date
03
“Log a travel expense for €85”
AI fills in details and tags the category
04
“Alert me if expenses go unapproved for 3+ days”
AI handles follow-up
05
“Top 3 spending categories this month?”
Summary and visual trend
SIMPLIFY HOW YOU HANDLE EXPENSES
Whether you're reimbursing staff, tracking team budgets, or just trying to stay organized, this module makes it easy to manage business finances with confidence.