Spendesk Features
Expense Reports (7)
Ease of Creating Expense Reports
Based on 158 Spendesk reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Based on 178 Spendesk reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements
Smart Categorization
Based on 175 Spendesk reviews and verified by the G2 Product R&D team. Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
Based on 216 Spendesk reviews and verified by the G2 Product R&D team. 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
Based on 187 Spendesk reviews and verified by the G2 Product R&D team. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Currency Conversions
Based on 155 Spendesk reviews and verified by the G2 Product R&D team. Enables easy entry of expenses in other currencies and converts to expense report currency
Credit Card Integration
Based on 163 Spendesk reviews and verified by the G2 Product R&D team. Integrates with corporate or personal credit cards (import or bi-directional)
Travel Management (2)
Trip Notifications
Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. 62 reviewers of Spendesk have provided feedback on this feature.
Advanced Integrations
Based on 69 Spendesk reviews. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.
Client Invoicing (3)
Invoice Creation and Delivery
Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. 78 reviewers of Spendesk have provided feedback on this feature.
Electronic Payments
Accepts electronic payments from clients This feature was mentioned in 96 Spendesk reviews.
Project Accounting / Revenue Recognition
Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately This feature was mentioned in 77 Spendesk reviews.
Mobile (3)
Receipt Capture
Based on 198 Spendesk reviews and verified by the G2 Product R&D team. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
Based on 87 Spendesk reviews and verified by the G2 Product R&D team. 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 This feature was mentioned in 50 Spendesk reviews.
Administration (6)
Business Tool Integration
Based on 123 Spendesk reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Based on 134 Spendesk reviews and verified by the G2 Product R&D team. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Based on 173 Spendesk reviews and verified by the G2 Product R&D team. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Based on 123 Spendesk reviews and verified by the G2 Product R&D team. Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Based on 156 Spendesk reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
PCI Regulation Compliant
Based on 100 Spendesk reviews and verified by the G2 Product R&D team. Complies with PCI security standards
Platform (6)
Reporting
Based on 134 Spendesk reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
APIs / Integration
Based on 92 Spendesk reviews and verified by the G2 Product R&D team. 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
Based on 120 Spendesk reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 167 Spendesk reviews and verified by the G2 Product R&D team. 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
Based on 136 Spendesk reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices include phone and tablet devices.
Complex Approval Workflow
Based on 141 Spendesk reviews and verified by the G2 Product R&D team. Provides workflow for complex approval structures
Budget Creation (6)
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data This feature was mentioned in 12 Spendesk reviews.
Budget Hierarchies
Define budget structure elements and how they are linked hierarchically 14 reviewers of Spendesk have provided feedback on this feature.
Versioning
Keeps track of all versions of a budget and allows users to compare versions 12 reviewers of Spendesk have provided feedback on this feature.
Formulas
Based on 12 Spendesk reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues
What-If
Test the potential financial impact of business decisions on revenues and expenses This feature was mentioned in 11 Spendesk reviews.
Budget Periods
As reported in 15 Spendesk reviews. Users can customize standard budget periods (3, 9, or 12 months)
Budget Management (3)
Consolidation
Consolidate multiple budgets from different departments or business entities This feature was mentioned in 11 Spendesk reviews.
Adjustments
Users with administrative access rights can modify budgets This feature was mentioned in 11 Spendesk reviews.
Workflows
As reported in 11 Spendesk reviews. Workflows are used to define the steps required to alter budgets and who needs to approve changes
Forecasting (5)
Historical Data
Forecasting is based on past transactions and historical financial or operational data This feature was mentioned in 14 Spendesk reviews.
Reforecast
As reported in 12 Spendesk reviews. Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts 12 reviewers of Spendesk have provided feedback on this feature.
Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year) 12 reviewers of Spendesk have provided feedback on this feature.
AI
Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns
Analytics (11)
Variance Analysis
As reported in 13 Spendesk reviews. Project out as the year progresses to accommodate trends that affect key business drivers.
Forecasts Comparison
compare Income Statement, Balance Sheet, and Cash Flow for multiple periods 12 reviewers of Spendesk have provided feedback on this feature.
Forward Looking
Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data 12 reviewers of Spendesk have provided feedback on this feature.
Visibility
Improve visibility into procurement activities across the company.
Performance
Monitor the performance of procurement operations.
Spend
Analyze procurement spending and identify future trends.
Due Dates
Based on 30 Spendesk reviews and verified by the G2 Product R&D team. Track invoices based on due dates to identify overdue payments
Benchmarking
As reported in 11 Spendesk reviews. Ability to compare AP automation metrics with other companies
KPIs
Based on 12 Spendesk reviews. Monitor KPIs such as time to process an invoice or erroneous payments
Due Dates
Track invoices based on due dates to identify overdue payments This feature was mentioned in 73 Spendesk reviews.
Payment Tracking
Based on 39 Spendesk reviews and verified by the G2 Product R&D team. Track different types of payment such as deposits or partial payments
Setup (1)
Approvals
Define rules and workflows that managers can use to approve different kinds of spending. 143 reviewers of Spendesk have provided feedback on this feature.
Performance (1)
Forecasting
Provide forecasts on future trends that may impact spending performance. 40 reviewers of Spendesk have provided feedback on this feature.
Planning (4)
Processes
Manage workflows and business processes for procurement.
Contracts
Provide standard procurement contracts that can be customized.
Content
Maintain a repository of content such as catalogs and other documents.
Requisition
Define requisition rules for various types of procurement.
Execution (3)
Sourcing
Identify and assess suppliers for different products and services.
Purchasing
Create and manage purchase orders for products and services.
Invoicing
Include features for procurement invoicing and e-invoicing.
Invoice Management (3)
Capture
Based on 40 Spendesk reviews and verified by the G2 Product R&D team. Provide features to capture invoices such as import or scanning
Supplier Portal
Based on 15 Spendesk reviews. Allow suppliers to submit invoices using an online portal
Repository
Based on 34 Spendesk reviews and verified by the G2 Product R&D team. Deliver a central repository of AP documents, such as POs and invoices
Invoice Processing (8)
Matching
Based on 19 Spendesk reviews. Ability to match AP invoices to POs, contracts, or payments
Payments
Based on 38 Spendesk reviews and verified by the G2 Product R&D team. Identify incomplete or late supplier payments
Workflows
Based on 37 Spendesk reviews and verified by the G2 Product R&D team. Include workflows for approvals and invoice processing
Tax Compliance
Based on 18 Spendesk reviews. Comply with local and global tax regulations for collections
Approvals
As reported in 92 Spendesk reviews. Include workflows for approvals of invoices or payments
Batch Processing
As reported in 66 Spendesk reviews. Process multiple invoices without human intervention
Consolidation
Based on 30 Spendesk reviews. Allow users to consolidate multiple invoices into one
Match Invoices
Based on 42 Spendesk reviews and verified by the G2 Product R&D team. Match invoices with purchases and sales orders, as well as with payments
Integration (7)
Accounting
Based on 30 Spendesk reviews and verified by the G2 Product R&D team. Provide integration with accounting and financial management software
Payment Integration
Based on 28 Spendesk reviews and verified by the G2 Product R&D team. Integrate with payment gateways and enterprise payments software
ERP
As reported in 14 Spendesk reviews. Deliver integrations with accounting modules of ERP systems
Accounting
Provide integration with accounting and financial management software 64 reviewers of Spendesk have provided feedback on this feature.
Payments
Integrate with payment gateways and enterprise payments software 66 reviewers of Spendesk have provided feedback on this feature.
ERP
As reported in 25 Spendesk reviews. Deliver integrations with accounting modules of ERP systems
Account Sync
Based on 32 Spendesk reviews and verified by the G2 Product R&D team. Sync with company accounts to transfer payments for approved invoices
Invoice Generation (3)
Templates
As reported in 27 Spendesk reviews. Provide standard invoice templates that can be customized by users
Digital Invoices
Based on 85 Spendesk reviews. Ability to convert invoices to digital formats such as PDF
Recurring Invoices
Based on 29 Spendesk reviews. Automatically generates invoices at pre-defined time intervals
Risk (3)
Analysis
As reported in 14 Spendesk reviews. Reduces future risks through root cause analysis and process improvement
Identification
Reduces frequency of errors, identifies risk and improves efficiency This feature was mentioned in 14 Spendesk reviews.
Scoring
Scores suppliers and employees based on risk factors 13 reviewers of Spendesk have provided feedback on this feature.
Recovery (2)
Recoup
Identifies and recoups funds and prevents errors from happening again This feature was mentioned in 13 Spendesk reviews.
Reporting
As reported in 13 Spendesk reviews. Offers reporting to aid in minimizing future lost profits and process breakdown
Audit (4)
Filters
Includes a library of audit-tested filters to identify AP outliers that are outside company policy This feature was mentioned in 11 Spendesk reviews.
Post Audits
Based on 11 Spendesk reviews. Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims
Overpayments
Based on 11 Spendesk reviews. Detects and prevents a wide range of overpayment errors
Duplicates
Detects and prevents a wide range of duplicate payments 12 reviewers of Spendesk have provided feedback on this feature.
Fraud (3)
Vendor Checks
As reported in 14 Spendesk reviews. Enables automatic checks of new vendors being set up in the system to combat potential billing schemes
Data Generation
Based on 13 Spendesk reviews. Generates comprehensive data needed to conduct a thorough investigation
Monitoring
Provides continuous, proactive fraud monitoring across multiple systems and data formats This feature was mentioned in 14 Spendesk reviews.
Payment Cards (3)
One-time Virtual
Online credit card number that can be instantly sent to employees and used for secure, one-time purchases This feature was mentioned in 70 Spendesk reviews.
Recurring Virtual
Based on 59 Spendesk reviews. 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 56 reviewers of Spendesk have provided feedback on this feature.
Reporting (4)
Real time
As reported in 61 Spendesk reviews. Report on spend transactions as they happen in real time
Multiple Views
As reported in 45 Spendesk reviews. Reports that allow the user to sort and filter by vendor, team, GL, department, etc.
Export
As reported in 43 Spendesk reviews. The ability to export reports in various formats, such as excel, CSV, and Google Sheets
Budgets
Based on 45 Spendesk reviews. Report on and track spending against budgets
Payments (4)
Vendor
Pay vendors through a dashboard or portal and maintain vendor payment information This feature was mentioned in 48 Spendesk reviews.
Recurring
As reported in 53 Spendesk reviews. Manage and execute recurring payments, such as subscriptions, services, utilities, etc.
Employee Reimbursements
Based on 61 Spendesk reviews. 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 This feature was mentioned in 33 Spendesk reviews.
Fraud & Risk Management (3)
Notifications
As reported in 55 Spendesk reviews. Real-time notifications for fraudulant and/or duplicate spending
Unique Cards
Individual, unique cards for each vendor to help manage duplicate and overpayments This feature was mentioned in 54 Spendesk reviews.
Controls
Control spend limits, expiration dates, and lock and unlock stolen or lost cards This feature was mentioned in 52 Spendesk reviews.
Agentic AI - Spend Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Procure to Pay (1)
Multi-step Planning
Ability to break down and plan multi-step processes
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 - Invoice Management (3)
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - AP Automation (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Budgeting and Forecasting (3)
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
Technology Glossary Features
View definitions of the features and discover new technology terms.
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.




