[ Spendesk Reviews ](https://www.g2.com/products/spendesk/reviews) [ Spendesk Reviews ](https://www.g2.com/products/spendesk/reviews) # Spendesk 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 (2) 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 (3) 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 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. 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 Show More ##### ## Budget Creation (6) Data Import Import trial balance, monthly P&L, balance sheets, and other types of financial data Budget Hierarchies Define budget structure elements and how they are linked hierarchically Versioning Keeps track of all versions of a budget and allows users to compare versions Formulas 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 Budget Periods Users can customize standard budget periods (3, 9, or 12 months) Show More ##### ## Budget Management (3) Consolidation Consolidate multiple budgets from different departments or business entities Adjustments Users with administrative access rights can modify budgets Workflows Workflows are used to define the steps required to alter budgets and who needs to approve changes Show More ##### ## Forecasting (5) Historical Data Forecasting is based on past transactions and historical financial or operational data Reforecast 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 Rolling Forecasts Used to review and update budgeting assumptions for a predefined period (usually one year) AI Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns Show More ##### ## Analytics (11) Variance Analysis 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 Forward Looking Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data 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 Track invoices based on due dates to identify overdue payments Benchmarking Ability to compare AP automation metrics with other companies KPIs Monitor KPIs such as time to process an invoice or erroneous payments Due Dates Track invoices based on due dates to identify overdue payments Payment Tracking Track different types of payment such as deposits or partial payments Show More ##### ## Setup (1) Approvals Define rules and workflows that managers can use to approve different kinds of spending. Show More ##### ## Performance (1) Forecasting Provide forecasts on future trends that may impact spending performance. Show More ##### ## 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. Show More ##### ## 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. Show More ##### ## Invoice Management (3) Capture Provide features to capture invoices such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Invoice Processing (8) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Approvals Include workflows for approvals of invoices or payments Batch Processing Process multiple invoices without human intervention Consolidation Allow users to consolidate multiple invoices into one Match Invoices Match invoices with purchases and sales orders, as well as with payments Show More ##### ## Integration (7) Accounting Provide integration with accounting and financial management software Payment Integration Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Account Sync Sync with company accounts to transfer payments for approved invoices Show More ##### ## Invoice Generation (3) Templates Provide standard invoice templates that can be customized by users Digital Invoices Ability to convert invoices to digital formats such as PDF Recurring Invoices Automatically generates invoices at pre-defined time intervals Show More ##### ## Risk (3) Analysis Reduces future risks through root cause analysis and process improvement Identification Reduces frequency of errors, identifies risk and improves efficiency Scoring Scores suppliers and employees based on risk factors Show More ##### ## Recovery (2) Recoup Identifies and recoups funds and prevents errors from happening again Reporting Offers reporting to aid in minimizing future lost profits and process breakdown Show More ##### ## Audit (4) Filters Includes a library of audit-tested filters to identify AP outliers that are outside company policy Post Audits Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims Overpayments Detects and prevents a wide range of overpayment errors Duplicates Detects and prevents a wide range of duplicate payments Show More ##### ## Fraud (3) Vendor Checks Enables automatic checks of new vendors being set up in the system to combat potential billing schemes Data Generation Generates comprehensive data needed to conduct a thorough investigation Monitoring Provides continuous, proactive fraud monitoring across multiple systems and data formats Show More ##### ## 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 Show More ##### ## Reporting (4) Real time Report on spend transactions as they happen in real time Multiple Views Reports that allow the user to sort and filter by vendor, team, GL, department, etc. Export The ability to export reports in various formats, such as excel, CSV, and Google Sheets Budgets Report on and track spending against budgets Show More ##### ## Payments (4) 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 Show More ##### ## Fraud & Risk Management (3) 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 Show More ##### ## Agentic AI - Spend Management (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Procure to Pay (1) Multi-step Planning Ability to break down and plan multi-step processes 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 - 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 Show More ##### ## 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 Show More ##### ## 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 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 ## Top-Rated Alternatives [ ![Payhawk](https://images.g2crowd.com/uploads/product/hd_favicon/7b069fcb391f44a31949b1c79da7f6fd/payhawk.svg "Payhawk") Payhawk 4.5/5 (887) ](https://www.g2.com/products/payhawk/reviews) [ ![Ramp](https://images.g2crowd.com/uploads/product/hd_favicon/6a582a4fcd932a8ba3e2d4d73af44e65/ramp-financial-ramp.svg "Ramp") Ramp 4.8/5 (2,435) ](https://www.g2.com/products/ramp-financial-ramp/reviews) [ ![SAP Concur](https://images.g2crowd.com/uploads/product/hd_favicon/fb80859373f26969a7a13ca1201dbf4c/sap-concur.svg "SAP Concur") SAP Concur 4/5 (6,983) ](https://www.g2.com/products/sap-concur/reviews) [ View All Alternatives ](https://www.g2.com/products/spendesk/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. Spendesk Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9ec513f0f568092db372ad45f075653d/pleo.jpg "Product Avatar Image") Pleo 4.7/5 (1,435) [ Compare Now ](https://www.g2.com/compare/pleo-vs-spendesk) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_234c556df129304a80833715d476c88d/ramp-financial-ramp.png "Product Avatar Image") Ramp 4.8/5 (2,445) [ Compare Now ](https://www.g2.com/compare/ramp-financial-ramp-vs-spendesk) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_db300d2a9c77e90bb3024e449dfbcce0/payhawk.png "Product Avatar Image") Payhawk 4.5/5 (892) [ Compare Now ](https://www.g2.com/compare/payhawk-vs-spendesk) ##### Categories on G2 [ Expense Management ](https://www.g2.com/categories/expense-management)[ AP Automation ](https://www.g2.com/categories/ap-automation)[ Spend Management ](https://www.g2.com/categories/spend-management) [ Invoice Management ](https://www.g2.com/categories/invoice-management)[ Procure to Pay ](https://www.g2.com/categories/procure-to-pay)[ Budgeting and Forecasting ](https://www.g2.com/categories/budgeting-and-forecasting) Show More ##### Explore More [ What's the best e-commerce fraud protection for small online stores ](https://www.g2.com/discussions/best-app-for-partner-relationship-management)[ Best AI sales assistant software for small business ](https://www.g2.com/discussions/what-s-the-best-ai-sales-assistant-software-for-small-business)[ What is the leading password management solution for office use? ](https://www.g2.com/discussions/what-is-the-leading-password-management-solution-for-office-use) [ What platform integrates service desk tools with asset management? ](https://www.g2.com/discussions/what-platform-integrates-service-desk-tools-with-asset-management)[ What is the most scalable nonprofit CRM for large fundraising teams? ](https://www.g2.com/discussions/what-is-the-most-scalable-nonprofit-crm-for-large-fundraising-teams)[ Pros and Cons Details ](https://www.g2.com/products/spendesk/reviews?qs=pros-and-cons) Show More [ What's the best e-commerce fraud protection for small online stores ](https://www.g2.com/discussions/best-app-for-partner-relationship-management)[ Best AI sales assistant software for small business ](https://www.g2.com/discussions/what-s-the-best-ai-sales-assistant-software-for-small-business)[ What is the leading password management solution for office use? ](https://www.g2.com/discussions/what-is-the-leading-password-management-solution-for-office-use) [ What platform integrates service desk tools with asset management? ](https://www.g2.com/discussions/what-platform-integrates-service-desk-tools-with-asset-management)[ What is the most scalable nonprofit CRM for large fundraising teams? ](https://www.g2.com/discussions/what-is-the-most-scalable-nonprofit-crm-for-large-fundraising-teams)[ Pros and Cons Details ](https://www.g2.com/products/spendesk/reviews?qs=pros-and-cons)