Sage Expense Management

Overview

While automation has seeped into every aspect of a business, expense management sadly lags behind. Sage Expense Management aims to bridge this gap by completely automating everything business expense management.

Sage Expense Management sits within daily apps like Gmail, Slack, Outlook, and even your phone gallery, allowing employees to track their expenses on the go. The native iOS and Android mobile apps come with intelligent OCR technology that quickly scans and codes expense data from physical receipts.

You can automate corporate credit card reconciliations and approve reports on the go from your email, mobile app, and Slack. Sage Expense Management also comes with powerful self-serve integrations with popular accounting software like NetSuite, Xero, Sage Intacct, and QuickBooks Online.

With the Sage Expense Management and Perk integration, all trips booked within Perk will be created as expenses in Sage Expense Management and the invoices added as attachments. The integration will automatically extract and populate vital information related to the trip and avoid the need for any manual submission by the employee, ensuring a truly seamless travel and expense management process.

Key Features

Better Control and continuous compliance: Configure custom business rules, and enforce real-time policy violation checks. Catch duplicates or manual errors right from the time of submission.
Gain real-time visibility Detailed insights into spend patterns, operational inefficiencies, and risks. Real-time MIS reports for accelerated decision-making.
Seamless expense reporting: Allow employees to track expenses from daily apps like Gmail, Outlook, and Slack. Submit business expenses on the go with our mobile and web apps.
Easy mileage and per diem tracking: Powered by Google maps, track miles travelled by employees by adding start, stop, and rest locations. Set per diem rates for multiple employee groups, currencies, and locations
Automated credit card reconciliation: Reduce the need for manual coding and reconcile expenses automatically while getting complete visibility into card spend.
Advanced project spend tracking: Set budgets, track spend, and have complete control over business expenses for ongoing projects.
Seamless integrations: Set up tight 2-way integrations with popular accounting systems like QuickBooks Online, Xero, Sage Intacct, and NetSuite

How It Works

One-way integration

The Sage Expense Management - Perk integration allows you to manage your travel and expenses in a truly connected manner. When an invoice is created for a hotel, flight, or another travel booking in Perk, a corresponding reimbursable expense is automatically created in Sage Expense Management. The invoice PDFs also get automatically attached as receipts.

Additionally, expenses created in Sage automatically categorized according to the type of booking made. For example, if you book a hotel in Perk, the expense created in Sage will be categorized as “Hotel Booking’.

Please reach out to your Perk Representative for more details.

Overview

Key Features

Better Control and continuous compliance: Configure custom business rules, and enforce real-time policy violation checks. Catch duplicates or manual errors right from the time of submission.
Gain real-time visibility Detailed insights into spend patterns, operational inefficiencies, and risks. Real-time MIS reports for accelerated decision-making.
Seamless expense reporting: Allow employees to track expenses from daily apps like Gmail, Outlook, and Slack. Submit business expenses on the go with our mobile and web apps.
Easy mileage and per diem tracking: Powered by Google maps, track miles travelled by employees by adding start, stop, and rest locations. Set per diem rates for multiple employee groups, currencies, and locations
Automated credit card reconciliation: Reduce the need for manual coding and reconcile expenses automatically while getting complete visibility into card spend.
Advanced project spend tracking: Set budgets, track spend, and have complete control over business expenses for ongoing projects.
Seamless integrations: Set up tight 2-way integrations with popular accounting systems like QuickBooks Online, Xero, Sage Intacct, and NetSuite

How It Works

One-way integration

Please reach out to your Perk Representative for more details.

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