Lanes & Planes Features
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
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.
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
Expense Reporting (6)
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Expense Automation
Captures data using scanned receipts and electronic invoices and automatically aligns invoices and expenses
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Integration
Integrates seamlessly and securely into IT ecosystems
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Compliance
Set regulations set forth by each company and keeps travel and reimbursement policies in compliance
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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
Additional Functionality (194)
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
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Activity Tracking
Track and document all activities across devices, networks, and other systems
Invoice Processing
Creation, processing, verification, and execution of invoices till the payment is made
Accounting Integration
Integrate with a third-party accounting system
Categorization/Grouping
Organize and group data or items based on various criteria
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Configurable Workflow
Configure existing workflows to meet your organization's needs
Spend Analysis
Review and uncover trends in spending activity
Expense Tracking
Monitor and record expenses such as purchases or charges incurred
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Accounting
Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Approval Workflow
Route documents and other data through one or more stakeholders for review and approval
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Supplier Management
Manage all supplier data and operations
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Transaction History
Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
Purchase Order Management
Create, send, and track purchase orders and their statuses
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Expense Claims
Attaching relevant receipts or supporting documents to submit expenses for reimbursement
Workflow Management
Create, design and manage workflows for repetitive tasks
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Multi-Currency
Manage and handle various international currencies
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Procurement Management
Organize and manage all processes/procedures involved in purchasing goods and/or services
Credit Card Management
Financial system that helps create and manage physical/digital credit cards and track transaction activities
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Requisition Management
Review, approve and cancel requests for goods/services to be purchased
Customizable Reports
Alter the layout and content of reports
Ad hoc Reporting
Generate one-off reports that meet information requirements
Financial Management
Plan, manage, and track the financial activities of an individual or organization
API
Application programming interface that allows for integration with other systems/databases
Rules-Based Workflow
Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
Receipt Management
Upload, track, and submit receipts in a central database
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Purchasing & Receiving
Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
API
Application programming interface that allows for integration with other systems/databases
Policy Management
Create, manage, and track policies and procedures within an organization
For Airlines
Created for use in the aviation and air transportation industry
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Real-Time Reporting
Active reporting of data and metrics
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Website Management
Built-in website builder or integration with third-party site
Multi-Channel Distribution
Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Electronic Payments
Electronically collect payments for goods or services
Supplier Management
Manage all supplier data and operations
Commission Management
Tracking, calculating, and paying commissions and earnings to employees
Payment Processing
Accept, record, and reconcile financial transactions
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Planning Tools
Status Tracking
Track the status over time for a request, process, asset, or transaction
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Inventory Tracking
Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items
Inventory Management
Track and manage inventory levels to maintain proper supply
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Online Booking
Book meetings and appointments through a website or digital platform
Charter Reservations
Reserve one-off flights that are not part of airline's regular schedule
Mobile Booking
Make reservations on the go through a mobile device
Multi-Channel Management
Manage inventory, communication, marketing, orders & more across warehouses, stores and online channels
Loyalty Program
Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases
Third Party Booking
Allows bookings to be made through a third party service
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Credit Card Processing
Accept and process credit card transactions
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
Document Management
Store, manage, and track all electronic documents in a centralized location
Vendor Management
Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Ad hoc Reporting
Generate one-off reports that meet information requirements
Departure Control
Manage and schedule flight departures based on demand
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Disruption Management
Plan and coordinate necessary actions in case of unforeseen circumstances
Distribution Management
Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc.
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Data Synchronization
Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
Customer Accounts
Record customer information, purchase history, and other notes
Real-Time Data
Receive data and information in real time
Client Management
Manage contact details and communication with clients
Price/Margin Management
Track and manage the profit margin between the cost of a product and its selling price.
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Revenue Management
Monitor sales and make necessary adjustment in order to increase demand and revenue
Employee Management
Track employee schedules, availability, and performance across projects and tasks
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
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Status Tracking
Track the status over time for a request, process, asset, or transaction
Itinerary Creation
Planning and organizing a detailed schedule or plan of activities for a particular event, trip, or project
Channel Management
Manage various distribution channels, build relations with channel partners, and track their performance
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Booking Management
Create, update, and manage bookings, itineraries, and reservations
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
Online Booking
Book meetings and appointments through a website or digital platform
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Payment Processing
Accept, record, and reconcile financial transactions
Electronic Payments
Electronically collect payments for goods or services
Travel Management
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Policy Management
Create, manage, and track policies and procedures within an organization
Multi-Currency
Manage and handle various international currencies
Sales Pipeline Management
Pipeline view and tracking lead status
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Client Management
Manage contact details and communication with clients
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
API
Application programming interface that allows for integration with other systems/databases
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Supplier Management
Manage all supplier data and operations
Pricing Management
Tool used to determine accurate pricing and product eligibility for borrowers
For Travel Agencies
Serves travel agencies
Quotes/Estimates
Generate quotes or estimates for customers
Discount Management
Track products that are for sale at a reduced price or part of coupon promotions
Version Control
Track revisions and updates made to files and navigate between different versions
Secure Data Storage
Securely stores data to prevent data loss or breaches
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
API
Application programming interface that allows for integration with other systems/databases
Activity Tracking
Track and document all activities across devices, networks, and other systems
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Single Sign On
Allow users to access multiple services after entering their login credentials once
Policy Training
Train and educate employees on existing and/or new procedures and policies
Archiving & Retention
Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Attestation
Collect, track and store acknowledgements that policies have been read and understood
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Risk Analysis
Analyze potential risks across the organization
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Document Analysis
Interpret, identify and extract specific data points, pattern and insights from documents
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Policy Creation
Create new policies or alter existing policies
Digital Signature
Electronic signing method that validates the authenticity and integrity of a digital document
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Policy Library
A repository of all past and existing policies
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Document Review
Review and analyze existing information across documents
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Platform (15)
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.
Offline
Provides users ability to create and access expense reports/timesheets while not connected to internet.
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.
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
Platform Content (1)
Automation
Automates some or all operation related tasks
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
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
Client Invoicing (5)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.
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
Payments (5)
Vendor
Pay vendors through a dashboard or portal and maintain vendor payment information
Recurring
Manage and execute recurring payments, such as subscriptions, services, utilities, etc.
Employee Reimbursements
Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment
ACH
Allows for the electronic transfer of funds between banks
Reimbursement Management
Manage compensation for out-of-pocket expenses incurred by an employee, client or another party
Travel Management (26)
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Ease of Booking
Can book Flights, Hotels, and Rental cars directly from software.
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Itinerary Management
Creates travel itineraries based on booking
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Trip Notifications
Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.
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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
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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
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Reservations Management
Manage the entire lifecycle of a reservation, from the initial booking to the actual service or event
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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.
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Travel Management
Promotions Management
Design, communicate, and distribute incentives to perform a specific action
Workflow Management
Create, design and manage workflows for repetitive tasks
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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
Expense Reports (8)
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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
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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
Fraud & Risk Management (7)
Notifications
Real-time notifications for fraudulant and/or duplicate spending
Unique Cards
Individual, unique cards for each vendor to help manage duplicate and overpayments
Controls
Control spend limits, expiration dates, and lock and unlock stolen or lost cards
Budget Control
Manage and monitor spending to align with the financial constraints or goals
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Spend Control
Set allowances and ensure employees don't spend more than the allotted amounts
Prepaid Cards
Bank cards with approved funds pre-loaded that employees can use for corporate purchases
Platform Interoperability (1)
Pre-Built Connectors
Provides useful pre-defined data connections to important external systems and applications.
Setup (4)
Data
Consolidates procurement data from multiple systems such as ERP systems and supply chain suites.
Approvals
Define rules and workflows that managers can use to approve different kinds of spending.
Alignment
Align spending across various departments such as procurement and accounting.
Real-Time Data
Receive data and information in real time
Performance (4)
KPIs
Provide standard spend KPIs that can be customized by users.
Benchmarks
Use historical spend data to create benchmarks per company or department.
Forecasting
Provide forecasts on future trends that may impact spending performance.
Savings
Identify savings opportunities per activity, department, or at the company level.
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 - Travel Agency (12)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
GDS/OTA Integration
Global distribution system used by online travel agencies to track availability and manage reservations
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Multi-Language
Manage and support multiple languages
Dynamic Content
Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience
Accounting Integration
Integrate with a third-party accounting system
Central Reservation System
Update and maintain information on inventory and rates to manage guest reservations in real time
Platform Data (1)
Platform Search
Find important content or files using keywords, metadata, tags, etc.
Approval (3)
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Rules
Incoporates company travel restrictions and guidelines to help stay in compliance and on budget
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Workflows
Creates a path of tasks that need to be completed and assigns approval tasks to individuals
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Submit
Allows users to submit travel requests and expense reports directly to the correct approvers
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
Platform Additional Functionality (2)
Dashboard
Has a centralized dashboard for users to interact with
Cloud
Provides a cloud based version of the platform
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Approval Process Control
Manage the process of evaluating documents or requests submitted for approval
Payment Cards (3)
One-time Virtual
Online credit card number that can be instantly sent to employees and used for secure, one-time purchases
Recurring Virtual
Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services
Physical
Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets
Agentic AI - Spend Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Reporting (7)
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Multiple Views
Reports that allow the user to sort and filter by vendor, team, GL, department, etc.
Data Import/Export
Import and export data to and from software applications
Budgets
Report on and track spending against budgets
Real-Time Updates
Receive system updates as soon as any changes are made
Real-Time Reporting
Active reporting of data and metrics
Real-Time Analytics
Analyze and gain insights into data in real-time
Platform AI Features - Policy Management (16)
Reports
Can generate reports on policy compliance trends using AI.
Workflow Management
Uses AI to automate common workflow tasks such as policy creation, distribution, and updates.
Customizable Reports
Alter the layout and content of reports
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Renewal Management
Manage and track the renewal process for various services, subscriptions, contracts, or licenses
Document Management
Store, manage, and track all electronic documents in a centralized location
Forms Management
Store, manage and track all forms in a centralized location
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Incident Management
Manage and track all disruptions and incidents
Lifecycle Management
Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance
Template Management
Create, save, and re-purpose templates for emails, forms, etc.
Audit Management
Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
Assessment Management
Creation, administration, and evaluation of assessments or tests
Policy Metadata Management
Group policies by type for easy classification and discovery
Expiration Management
Track and manage expiration of various items including products, warranties, licenses, and contracts
Configurable Workflow
Configure existing workflows to meet your organization's needs
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 means keeping a mileage log for reimbursement or tax deductions. See why accurate mileage tracking matters for individuals and companies.