Claims approved, clients invoiced, nothing left to chase.
Expense claims checked against your policy, one-tap manager approvals, invoices to won clients and a clear view of what’s paid, due and overdue.
Expense claims
Claims that check themselves against policy.
Distance, food caps and receipt rules are applied automatically. Managers approve or send back in one tap. Try it.
- Per-km rates by vehicle, worked out from the visit distance
- Food caps and receipt thresholds applied line by line
- Second approval for claims above your limit
Client invoicing & receivables
Invoice won clients. See who still owes you.
Raise invoices to clients you’ve won, then track what’s paid, due and overdue in one list. Send a reminder from the row.
Also in Finance & Accounts
Expense policy
Per-km rates, food caps, receipt thresholds and second approvals - set once for your organisation.
Approval chains
Claims go to the rep’s manager first, then to a second approver above your limit, then to Accounts for payout.
Receipts on the phone
Reps snap receipts and submit claims from the field, right after the visit.
Reports
Claims by rep, team and month, and receivables by client.
Coming next
What we’re building into Finance & Accounts next.
These aren’t in the product yet. If you need one of them, tell us how you’d use it.
Shape it with us- Vendor bills & payablesRecord bills from suppliers and see what you owe, and when.
- Budgets by departmentSet a budget per team and see claims and spend against it.
- Accounting exportsExport claims and invoices in a format your accountant can import.