Everlance Features
Expense Reports (6)
Ease of Creating Expense Reports
Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Can easily pull in receipts from all credit card statements
Smart Categorization
Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
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
Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Credit Card Integration
Integrates with corporate or personal credit cards (import or bi-directional)
Client Invoicing (1)
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately
Mobile (2)
Receipt Capture
Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Allows users to track mileage from mobile device using maps or GPS.
Administration (6)
Business Tool Integration
Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
Complies with PCI security standards
Platform (6)
Reporting
Access pre-built and custom reports and dashboards.
APIs / Integration
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
Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
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
Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Complex Approval Workflow
Provides workflow for complex approval structures
Setup (4)
Vehicles
Manage various types of vehicles used for business travel such as company cars or cars owned by employees.
Employees
Identify the employees that use vehicles for business travel.
Travel Types
Define and manage different travel types such as business or personal.
Locations
Assign locations to employees, such as the office address or customer locations.
Tracking (3)
Mileage
Track traveled distances by employee, vehicle, location, or time period.
Logs
Ability to automatically generate IRS compliant travel logs.
Automation
Define travel start and stop times to track miles automatically.
Reimbursement (3)
Reimbursement
Define reimbursement rules and how many cents per mile employee should receive.
Expenses
Allow employees to track expenses related to business travel such as gas bills.
Workflows
Provide business rules for calculating reimbursements per employee.
Platform - Mileage Tracking (2)
Reporting
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
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
Identity Verification Functions - Identity Verification (5)
Multi-Method Verification
Supports multi-method identity verification including documents, biometrics, and database cross-checks.
AI Document Check
Performs automated document authentication using OCR and AI/ML.
Biometric Face Match
Conducts biometric face matching (selfie-to-ID verification).
Integration Options
Offers identity verification functionality via API, SDK, or hosted interface.
Workflow Orchestration
Provides configurable identity verification workflows and logic-based orchestration.
Risk & Fraud Prevention - Identity Verification (3)
Liveness Detection
Offers liveness detection to prevent spoofing and presentation attacks.
AI Risk Scoring
Generates real-time identity risk scores using AI/ML or rule-based logic.
Document Forensics
Detects fraudulent or tampered documents through forensic analysis.
Compliance & Governance - Identity Verification (3)
Standards Compliance
Supports compliance with NIST Identity Assurance Levels (IAL2, IAL3).
AML/PEP Screening
Integrates AML, PEP, and sanctions list screening into the identity verification process.
Global Coverage
Supports global identity document verification across multiple countries and regions.
Generative AI - Expense Management (3)
Image-to-Text
Converts images into a textual description, identifying key elements.
Text Generation
Allows users to generate text based on a text prompt.
Text Summarization
Condenses long documents or text into a brief summary.
Technology Glossary Features
View definitions of the features and discover new technology terms.
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.
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.
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.




