[ Happay Reviews ](https://www.g2.com/products/happay/reviews) [ Happay Reviews ](https://www.g2.com/products/happay/reviews) # Happay Features ##### ## Expense Reports (7) 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 Credit Card Integration Integrates with corporate or personal credit cards (import or bi-directional) Show More ##### ## Travel Management (4) 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. Show More ##### ## Client Invoicing (2) 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 Show More ##### ## Mobile (3) 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 Show More ##### ## 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 Show More ##### ## 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. 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. Embedded AI / Machine Learning Offers embedded AI/machine learning Complex Approval Workflow Provides workflow for complex approval structures 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 (4) 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 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 (5) 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 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 (3) 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 Show More ##### ## Employee Risk Management (4) 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 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 [ ![Chargent](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_7296628570c9a97b5bbb0a55b4108ca5/chargent.png "Chargent") Sponsored Chargent 4.5/5 (59) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![SAP Concur](https://images.g2crowd.com/uploads/product/hd_favicon/fb80859373f26969a7a13ca1201dbf4c/sap-concur.svg "SAP Concur") SAP Concur 4/5 (6,973) ](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 (1,493) ](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 (5,651) ](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) [Mileage Tracking](/glossary/mileage-tracking) 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 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. 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 (7,102) [ 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 (1,531) [ 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 (5,652) [ 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 [ What is the most affordable vulnerability scanner for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-vulnerability-scanner-for-smbs)[ Best software for marketing insights and analytics ](https://www.g2.com/discussions/best-software-for-marketing-insights-and-analytics)[ Best platforms for API monetization and usage tracking ](https://www.g2.com/discussions/what-are-the-best-platforms-for-api-monetization-and-usage-tracking) [ Top-rated compensation management apps ](https://www.g2.com/discussions/what-are-the-top-rated-compensation-management-tools)[ Which tool is best for location-based market expansion planning? ](https://www.g2.com/discussions/which-tool-is-best-for-location-based-market-expansion-planning)[ Pros and Cons Details ](https://www.g2.com/products/happay/reviews?qs=pros-and-cons) Show More [ What is the most affordable vulnerability scanner for SMBs? ](https://www.g2.com/discussions/what-is-the-most-affordable-vulnerability-scanner-for-smbs)[ Best software for marketing insights and analytics ](https://www.g2.com/discussions/best-software-for-marketing-insights-and-analytics)[ Best platforms for API monetization and usage tracking ](https://www.g2.com/discussions/what-are-the-best-platforms-for-api-monetization-and-usage-tracking) [ Top-rated compensation management apps ](https://www.g2.com/discussions/what-are-the-top-rated-compensation-management-tools)[ Which tool is best for location-based market expansion planning? ](https://www.g2.com/discussions/which-tool-is-best-for-location-based-market-expansion-planning)[ Pros and Cons Details ](https://www.g2.com/products/happay/reviews?qs=pros-and-cons)