[ Happay Reviews ](https://www.g2.com/products/happay/reviews) [ Happay Reviews ](https://www.g2.com/products/happay/reviews) # Happay Features ##### ## Expense Reports (8) 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 Currency Conversions Enables easy entry of expenses in other currencies and converts to expense report currency Corporate Card Manage and track credit cards that are distributed to employees to use for authorized business expenses Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Show More ##### ## Travel Management (26) Ease of Booking Can book Flights, Hotels, and Rental cars directly from software. Itinerary Management Creates travel itineraries based on booking Trip Notifications Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. Advanced Integrations Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. Online Booking Book meetings and appointments through a website or digital platform Credit Card Management Financial system that helps create and manage physical/digital credit cards and track transaction activities Booking Management Create, update, and manage bookings, itineraries, and reservations User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Restriction Management Establish limitations based on certain conditions Reservations Management Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Travel Management Promotions Management Design, communicate, and distribute incentives to perform a specific action Workflow Management Create, design and manage workflows for repetitive tasks Receipt Management Upload, track, and submit receipts in a central database Supplier Management Manage all supplier data and operations Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Policy Management Create, manage, and track policies and procedures within an organization Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Third-Party Integrations Set up connections to third-party platforms to improve business processes Timesheet Management Track the amount of time spent on a job or task Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Reimbursement Management Manage compensation for out-of-pocket expenses incurred by an employee, client or another party Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Show More ##### ## Client Invoicing (4) Electronic Payments Accepts electronic payments from clients Project Accounting / Revenue Recognition Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately Biometric Recognition Facial or other physical recognition to confirm identity Optical Character Recognition Ability to recognize printed or written text within digital images or scanned documents Show More ##### ## Mobile (5) 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. Travel Itinerary and Flight Status Updates Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes Expense Tracking Monitor and record expenses such as purchases or charges incurred Real-Time Updates Receive system updates as soon as any changes are made Show More ##### ## Administration (17) 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. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Employee Management Track employee schedules, availability, and performance across projects and tasks Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Task Management Create, manage and track all task activities and progression Mobile Access Access software remotely via mobile devices Mobile Access Access software remotely via mobile devices Workflow Management Create, design and manage workflows for repetitive tasks Compliance Management Track and manage adherence to policies for any service, product, process, or supplier PCI Regulation Compliant Complies with PCI security standards Show More ##### ## Platform (13) 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. 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. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Real-Time Reporting Active reporting of data and metrics Third-Party Integrations Set up connections to third-party platforms to improve business processes Payroll Integration Facilitates integration with multiple third-party payroll systems Accounting Integration Integrate with a third-party accounting system Embedded AI / Machine Learning Offers embedded AI/machine learning Complex Approval Workflow Provides workflow for complex approval structures Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Payment Methods (3) ACH Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments. Credit and Debit Corporate debit and credit cards used specifically for B2B payments Wire Transfer Electronic fund transfers between entities Show More ##### ## Payment Processing (7) Batch Processing Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Automated Workflows Workflows to manage every stage of the payment process Self Service Self-service portals and mobile apps to submit invoices for processing Reconciliation Match invoices, payments, and bank statement information Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Tracking Track each stage of the payment process and manage payments history Show More ##### ## Security and Compliance (6) PCI Compliant Comply with information security standards for credit card processing P2PE Point-to-point encryption to convert sensitive financial information into indecipherable code Fraud Management Features to protect companies from attempts to steal sensitive information like credit card details SSL Encryption Secure Sockets Layer is the standard security protocol for encryption of electronic data SOX Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud SOC Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2 Show More ##### ## Integration (3) Agnostic Integration The software can be integrated with any other products Reporting Consolidation Reports are generated using financial data from multiple sources Plugins and APIs The vendor provides pugins and APIs that customers can use to create custom integrations Show More ##### ## Expense Reporting (6) Expense Automation Captures data using scanned receipts and electronic invoices and automatically aligns invoices and expenses Integration Integrates seamlessly and securely into IT ecosystems Compliance Set regulations set forth by each company and keeps travel and reimbursement policies in compliance Mobile Functionality Snaps receipts, capture and approve expense on the move, and track travel through GPS Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Approval (3) Rules Incoporates company travel restrictions and guidelines to help stay in compliance and on budget Workflows Creates a path of tasks that need to be completed and assigns approval tasks to individuals Submit Allows users to submit travel requests and expense reports directly to the correct approvers Show More ##### ## Payment Types (3) AP Automation Manages large volumes of invoices and financial transactions between a company and its suppliers E-Commerce Facilitates the acceptance of electronic payment for online transactions Retail Features a common interface for in-store, online, and on-the-go set across all acceptance points Show More ##### ## AI - Travel Management (7) Personalization Uses AI to offer highly personalized experiences by analyzing data from previous travel patterns, preferences, and behaviors Predictive Analytics Uses ML and AI to analyze historical data to identify trends and make predictions for travel costs, peak travel times, weather conditions, or flight cancellations Cost Savings Uses AI and ML to automate tasks such as booking, expense reporting, and itinerary management, to reduce admin costs Efficiency Uses AI and ML to analyze spending patterns to identify cost-saving opportunities, such as recommending alternative travel options of similar quality at lower prices Real-Time Assistance Provides AI guided chatbots to provide real-time assistance to travelers, answering questions, providing updates, and offering support 24/7 Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Real-Time Analytics Analyze and gain insights into data in real-time Show More ##### ## 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 Show More ##### ## Agentic AI - Travel Management (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Enterprise Payment (1) Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Sustainability & Reporting (4) Sustainability Reporting Generates reports on travel-related environmental impact for ESG tracking Green Travel Recommendations Suggests lower-emission travel options such as alternative routes or transportation modes Carbon Emissions Tracking Calculates and reports carbon footprint for flights, hotels, and other travel components Real-Time Reporting Active reporting of data and metrics Show More ##### ## Employee Risk Management (6) Emergency Assistance Integration Connects travelers to emergency services and support providers during incidents Policy Enforcement & Compliance Enforces company travel policies at the time of booking to prevent out-of-policy spend Traveler Tracking Monitors traveler locations in real time for safety, compliance, and emergency response Risk Alerts & Safety Notifications Sends real-time alerts about geopolitical risks, weather disruptions, or safety threats Expense Tracking Monitor and record expenses such as purchases or charges incurred Real-time Alerts Receive notification of issues as soon as they occur Show More ##### ## 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. Show More ##### ## Additional Functionality (45) API Application programming interface that allows for integration with other systems/databases Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Approval Process Control Manage the process of evaluating documents or requests submitted for approval Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Dashboard Creation Creation and customization of dashboards Billing & Invoicing Create, manage, and send invoices or bills to customers Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Budget Control Manage and monitor spending to align with the financial constraints or goals Generative AI Use AI to generate content in the form of text, images, videos, etc. Reminders Timed notification for any upcoming task, deadline, appointment, or activity Electronic Payments Electronically collect payments for goods or services Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Multi-Currency Manage and handle various international currencies Real-Time Updates Receive system updates as soon as any changes are made Multi-Language Manage and support multiple languages Customizable Reports Alter the layout and content of reports Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Mobile Access Access software remotely via mobile devices Spend Analysis Review and uncover trends in spending activity Categorization/Grouping Organize and group data or items based on various criteria Real-Time Data Receive data and information in real time Single Sign On Allow users to access multiple services after entering their login credentials once AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Employee Self Service Gateway through which employees can access the system Audit Trail A record of all activities within the system, including user access, changes made, etc. Secure Data Storage Securely stores data to prevent data loss or breaches AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Approval Process Control Manage the process of evaluating documents or requests submitted for approval Data Import/Export Import and export data to and from software applications Duplicate Detection Compare new data with existing records to detect duplicate entries Expense Claims Attaching relevant receipts or supporting documents to submit expenses for reimbursement Budgeting/Forecasting Create budgets based on historical data and future projections Customizable Fields Customize data fields to support various needs and use cases Spend Control Set allowances and ensure employees don't spend more than the allotted amounts Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Access Controls/Permissions Define levels of authorization for access to specific files or systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Automated Receipt Matching Match digital receipt images or data with corresponding expense entries Mobile Receipt Upload Scan and upload receipts to a central database using a mobile device Billable & Non-Billable Hours Track billable hours and/or non-billable expenses for work performed Financial Analysis Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Categorization/Grouping Organize and group data or items based on various criteria Single Sign On Allow users to access multiple services after entering their login credentials once Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ## Top-Rated Alternatives [ ![SAP Concur](https://images.g2crowd.com/uploads/product/hd_favicon/fb80859373f26969a7a13ca1201dbf4c/sap-concur.svg "SAP Concur") SAP Concur 4/5(7,183) ](https://www.g2.com/products/sap-concur/reviews) [ ![Zoho Expense](https://images.g2crowd.com/uploads/product/hd_favicon/3384119e13c5be2c14b3b8ac9321cca8/zoho-expense.svg "Zoho Expense") Zoho Expense 4.5/5(1,559) ](https://www.g2.com/products/zoho-expense/reviews) [ ![Expensify](https://images.g2crowd.com/uploads/product/hd_favicon/f79420536dbcd8d48061c55d4e6d0ab6/expensify.svg "Expensify") Expensify 4.5/5(5,664) ](https://www.g2.com/products/expensify/reviews) [ View All Alternatives ](https://www.g2.com/products/happay/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Policy Compliance Management](/glossary/policy-compliance-management) 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](/glossary/mileage-tracking) Mileage tracking means keeping a mileage log for reimbursement or tax deductions. See why accurate mileage tracking matters for individuals and companies. Happay Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_70619fbde0878acb0445d0209e3d3554/sap-concur.png "Product Avatar Image") SAP Concur 4/5(7,183) [ Compare Now ](https://www.g2.com/compare/happay-vs-sap-concur) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_0a884189e3c86f6d02cdf21ab2057cff/zoho-expense.png "Product Avatar Image") Zoho Expense 4.5/5(1,559) [ Compare Now ](https://www.g2.com/compare/happay-vs-zoho-expense) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_da6bba9aa08b61475ac336265d80c305/expensify.png "Product Avatar Image") Expensify 4.5/5(5,664) [ Compare Now ](https://www.g2.com/compare/expensify-vs-happay) ##### Categories on G2 [Expense Management](https://www.g2.com/categories/expense-management)[Travel Management](https://www.g2.com/categories/travel-management)[Enterprise Payment](https://www.g2.com/categories/enterprise-payment) ##### Explore More [Top project management tool for software development](https://www.g2.com/discussions/what-s-the-top-project-management-tool-for-software-development-teams)[Skai vs Pacvue for a mid-size brand spending over $500K on Amazon ads: which gives better automation and reporting without needing a full-time dedicated operator?](https://www.g2.com/discussions/retail-media-advertising-platforms-skai-vs-pacvue-for-a-mid-size-brand-spending-over-500k-on-amazon-ads-which-gives-better-automation)[Which knowledge management system is best for tech startups](https://www.g2.com/discussions/which-knowledge-management-system-is-best-for-tech-startups) [What earned wage access platform works best for high-volume manufacturing staff who need mobile-first access to wages on shifts without complicated onboarding?](https://www.g2.com/discussions/what-earned-wage-access-platform-works-best-for-high-volume-manufacturing-staff-who-need-mobile-first-access-to-wages-on-shifts-without-complicated-onboarding)[Best CMMS software for small business](https://www.g2.com/discussions/what-s-the-best-cmms-software-for-small-business)[Pros and Cons Details](https://www.g2.com/products/happay/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)