Cardata Features
Expense Reports (7)
Ease of Creating Expense Reports
As reported in 54 Cardata reviews.
Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
As reported in 48 Cardata reviews.
Can easily pull in receipts from all credit card statements
Smart Categorization
This feature was mentioned in 44 Cardata reviews.
Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
As reported in 33 Cardata reviews.
Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.
Employee Reimbursement
As reported in 70 Cardata reviews.
Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Currency Conversions
34 reviewers of Cardata have provided feedback on this feature.
Enables easy entry of expenses in other currencies and converts to expense report currency
Credit Card Integration
Based on 32 Cardata reviews.
Integrates with corporate or personal credit cards (import or bi-directional)
Travel Management (2)
Itinerary Management
This feature was mentioned in 36 Cardata reviews.
Creates travel itineraries based on booking
Trip Notifications
As reported in 36 Cardata reviews.
Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.
Client Invoicing (3)
Invoice Creation and Delivery
35 reviewers of Cardata have provided feedback on this feature.
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
Electronic Payments
48 reviewers of Cardata have provided feedback on this feature.
Accepts electronic payments from clients
Project Accounting / Revenue Recognition
As reported in 33 Cardata reviews.
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile (2)
Receipt Capture
As reported in 33 Cardata reviews.
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
This feature was mentioned in 64 Cardata reviews.
Allows users to track mileage from mobile device using maps or GPS.
Administration (6)
Business Tool Integration
This feature was mentioned in 39 Cardata reviews.
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
This feature was mentioned in 45 Cardata reviews.
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
56 reviewers of Cardata have provided feedback on this feature.
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Based on 50 Cardata reviews.
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
This feature was mentioned in 49 Cardata reviews.
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
This feature was mentioned in 36 Cardata reviews.
Complies with PCI security standards
Platform (8)
Reporting
This feature was mentioned in 51 Cardata reviews.
Access pre-built and custom reports and dashboards.
APIs / Integration
Based on 32 Cardata reviews.
Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.
Internationalization
This feature was mentioned in 30 Cardata reviews.
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
This feature was mentioned in 49 Cardata reviews.
Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.
Mobile User Support
This feature was mentioned in 47 Cardata reviews.
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Offline
As reported in 41 Cardata reviews.
Provides users ability to create and access expense reports/timesheets while not connected to internet.
Embedded AI / Machine Learning
Based on 32 Cardata reviews.
Offers embedded AI/machine learning
Complex Approval Workflow
As reported in 37 Cardata reviews.
Provides workflow for complex approval structures
Setup (4)
Vehicles
Based on 259 Cardata reviews.
Manage various types of vehicles used for business travel such as company cars or cars owned by employees.
Employees
229 reviewers of Cardata have provided feedback on this feature.
Identify the employees that use vehicles for business travel.
Travel Types
Based on 240 Cardata reviews.
Define and manage different travel types such as business or personal.
Locations
232 reviewers of Cardata have provided feedback on this feature.
Assign locations to employees, such as the office address or customer locations.
Tracking (3)
Mileage
266 reviewers of Cardata have provided feedback on this feature.
Track traveled distances by employee, vehicle, location, or time period.
Logs
As reported in 249 Cardata reviews.
Ability to automatically generate IRS compliant travel logs.
Automation
233 reviewers of Cardata have provided feedback on this feature.
Define travel start and stop times to track miles automatically.
Reimbursement (3)
Reimbursement
As reported in 259 Cardata reviews.
Define reimbursement rules and how many cents per mile employee should receive.
Expenses
This feature was mentioned in 208 Cardata reviews.
Allow employees to track expenses related to business travel such as gas bills.
Workflows
Based on 201 Cardata reviews.
Provide business rules for calculating reimbursements per employee.
Platform - Mileage Tracking (2)
Reporting
As reported in 150 Cardata reviews.
Able to access dashboards and download logs and expenses in report format by managers or administrators filed by employees manually or automatically. Helps in documenting and filing.
Customer Support
149 reviewers of Cardata have provided feedback on this feature.
Assist users with questions and concerns to ensure a smooth sailing experience for monitoring and generating reports.
Agentic AI - Expense Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Agentic AI - Mileage Tracking (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Adaptive Learning
Improves performance based on feedback and experience
Technology Glossary Features
View definitions of the features and discover new technology terms.
What are logs and why is it important as a software feature? Our G2 guide can help you understand logs and popular software with logging features.
Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike.
Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits.





