Spendesk Features
What are the features of Spendesk?
Expense Reports
- Ease of Creating Expense Reports
- Bank / Credit Card Integration
- Smart Categorization
- Digital Receipt Management
- Employee Reimbursement
- Currency Conversions
- Credit Card Integration
Mobile
- Receipt Capture
Administration
- Automated Reminders
- User, Role, and Access Management
Platform
- Reporting
- Performance and Reliability
- Mobile User Support
- Complex Approval Workflow
Setup
- Approvals
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Technology Glossary Features
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Expense Reports
Ease of Creating Expense Reports | Based on 155 Spendesk reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users | 88% (Based on 155 reviews) | |
Bank / Credit Card Integration | Based on 175 Spendesk reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements | 91% (Based on 175 reviews) | |
Smart Categorization | Based on 172 Spendesk reviews and verified by the G2 Product R&D team. Automatically assigns categories/accounts based on past entries and credit card statements | 88% (Based on 172 reviews) | |
Digital Receipt Management | Based on 213 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. | 91% (Based on 213 reviews) | |
Employee Reimbursement | Based on 184 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 | 90% (Based on 184 reviews) | |
Currency Conversions | Based on 152 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 | 87% (Based on 152 reviews) | |
Credit Card Integration | Based on 160 Spendesk reviews and verified by the G2 Product R&D team. Integrates with corporate or personal credit cards (import or bi-directional) | 91% (Based on 160 reviews) |
Travel Management
Trip Notifications | Based on 59 Spendesk reviews. Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. | 84% (Based on 59 reviews) | |
Advanced Integrations | Based on 66 Spendesk reviews. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. | 84% (Based on 66 reviews) |
Client Invoicing
Invoice Creation and Delivery | As reported in 75 Spendesk reviews. Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. | 85% (Based on 75 reviews) | |
Electronic Payments | Accepts electronic payments from clients This feature was mentioned in 93 Spendesk reviews. | 89% (Based on 93 reviews) | |
Project Accounting / Revenue Recognition | Based on 74 Spendesk reviews. Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately | 85% (Based on 74 reviews) |
Mobile
Receipt Capture | Based on 194 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 | 92% (Based on 194 reviews) | |
Mileage Tracking | See feature definition | Based on 83 Spendesk reviews and verified by the G2 Product R&D team. Allows users to track mileage from mobile device using maps or GPS. | 81% (Based on 83 reviews) |
Travel Itinerary and Flight Status Updates | Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes 46 reviewers of Spendesk have provided feedback on this feature. | 78% (Based on 46 reviews) |
Administration
Business Tool Integration | Based on 120 Spendesk reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems | 88% (Based on 120 reviews) | |
Workflow | Based on 131 Spendesk reviews and verified by the G2 Product R&D team. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer | 90% (Based on 131 reviews) | |
Automated Reminders | Based on 170 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 | 90% (Based on 170 reviews) | |
Policy Compliance Management | See feature definition | Based on 120 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 | 86% (Based on 120 reviews) |
User, Role, and Access Management | Based on 154 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. | 89% (Based on 154 reviews) | |
PCI Regulation Compliant | Based on 98 Spendesk reviews and verified by the G2 Product R&D team. Complies with PCI security standards | 86% (Based on 98 reviews) |
Platform
Reporting | Based on 132 Spendesk reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards. | 86% (Based on 132 reviews) | |
APIs / Integration | Based on 90 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. | 83% (Based on 90 reviews) | |
Internationalization | Based on 118 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. | 86% (Based on 118 reviews) | |
Performance and Reliability | Based on 165 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. | 90% (Based on 165 reviews) | |
Mobile User Support | Based on 134 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. | 90% (Based on 134 reviews) | |
Complex Approval Workflow | Based on 139 Spendesk reviews and verified by the G2 Product R&D team. Provides workflow for complex approval structures | 86% (Based on 139 reviews) |
Budget Creation
Data Import | Import trial balance, monthly P&L, balance sheets, and other types of financial data 11 reviewers of Spendesk have provided feedback on this feature. | 83% (Based on 11 reviews) | |
Budget Hierarchies | Based on 13 Spendesk reviews. Define budget structure elements and how they are linked hierarchically | 87% (Based on 13 reviews) | |
Versioning | Keeps track of all versions of a budget and allows users to compare versions 11 reviewers of Spendesk have provided feedback on this feature. | 91% (Based on 11 reviews) | |
Formulas | Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues This feature was mentioned in 11 Spendesk reviews. | 86% (Based on 11 reviews) | |
What-If | As reported in 10 Spendesk reviews. Test the potential financial impact of business decisions on revenues and expenses | 83% (Based on 10 reviews) | |
Budget Periods | As reported in 14 Spendesk reviews. Users can customize standard budget periods (3, 9, or 12 months) | 85% (Based on 14 reviews) |
Budget Management
Consolidation | Consolidate multiple budgets from different departments or business entities This feature was mentioned in 10 Spendesk reviews. | 87% (Based on 10 reviews) | |
Adjustments | As reported in 10 Spendesk reviews. Users with administrative access rights can modify budgets | 92% (Based on 10 reviews) | |
Workflows | Workflows are used to define the steps required to alter budgets and who needs to approve changes 10 reviewers of Spendesk have provided feedback on this feature. | 90% (Based on 10 reviews) |
Forecasting
Historical Data | Based on 13 Spendesk reviews. Forecasting is based on past transactions and historical financial or operational data | 88% (Based on 13 reviews) | |
Reforecast | Ability to recreate forecasts to include new information that may impact budgets This feature was mentioned in 11 Spendesk reviews. | 89% (Based on 11 reviews) | |
Forecast Types | Based on 11 Spendesk reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts | 86% (Based on 11 reviews) | |
Rolling Forecasts | As reported in 11 Spendesk reviews. Used to review and update budgeting assumptions for a predefined period (usually one year) | 83% (Based on 11 reviews) | |
AI | Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns | Not enough data |
Analytics
Variance Analysis | Project out as the year progresses to accommodate trends that affect key business drivers. 12 reviewers of Spendesk have provided feedback on this feature. | 88% (Based on 12 reviews) | |
Forecasts Comparison | compare Income Statement, Balance Sheet, and Cash Flow for multiple periods This feature was mentioned in 11 Spendesk reviews. | 85% (Based on 11 reviews) | |
Forward Looking | Based on 11 Spendesk reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data | 86% (Based on 11 reviews) | |
Visibility | Improve visibility into procurement activities across the company. | Not enough data | |
Performance | Monitor the performance of procurement operations. | Not enough data | |
Spend | Analyze procurement spending and identify future trends. | Not enough data | |
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 | 88% (Based on 30 reviews) | |
Benchmarking | Ability to compare AP automation metrics with other companies This feature was mentioned in 11 Spendesk reviews. | 79% (Based on 11 reviews) | |
KPIs | Monitor KPIs such as time to process an invoice or erroneous payments 12 reviewers of Spendesk have provided feedback on this feature. | 83% (Based on 12 reviews) | |
Due Dates | As reported in 72 Spendesk reviews. Track invoices based on due dates to identify overdue payments | 87% (Based on 72 reviews) | |
Payment Tracking | Based on 38 Spendesk reviews and verified by the G2 Product R&D team. Track different types of payment such as deposits or partial payments | 89% (Based on 38 reviews) |
Setup
Approvals | Define rules and workflows that managers can use to approve different kinds of spending. 141 reviewers of Spendesk have provided feedback on this feature. | 89% (Based on 141 reviews) |
Performance
Forecasting | Based on 38 Spendesk reviews. Provide forecasts on future trends that may impact spending performance. | 81% (Based on 38 reviews) |
Planning
Processes | Manage workflows and business processes for procurement. | Not enough data | |
Contracts | Provide standard procurement contracts that can be customized. | Not enough data | |
Content | Maintain a repository of content such as catalogs and other documents. | Not enough data | |
Requisition | Define requisition rules for various types of procurement. | Not enough data |
Execution
Sourcing | Identify and assess suppliers for different products and services. | Not enough data | |
Purchasing | Create and manage purchase orders for products and services. | Not enough data | |
Invoicing | Include features for procurement invoicing and e-invoicing. | Not enough data |
Invoice Management
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 | 87% (Based on 40 reviews) | |
Supplier Portal | Allow suppliers to submit invoices using an online portal This feature was mentioned in 15 Spendesk reviews. | 79% (Based on 15 reviews) | |
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 | 85% (Based on 34 reviews) |
Invoice Processing
Matching | Based on 19 Spendesk reviews. Ability to match AP invoices to POs, contracts, or payments | 87% (Based on 19 reviews) | |
Payments | Based on 38 Spendesk reviews and verified by the G2 Product R&D team. Identify incomplete or late supplier payments | 89% (Based on 38 reviews) | |
Workflows | Based on 37 Spendesk reviews and verified by the G2 Product R&D team. Include workflows for approvals and invoice processing | 89% (Based on 37 reviews) | |
Tax Compliance | As reported in 18 Spendesk reviews. Comply with local and global tax regulations for collections | 82% (Based on 18 reviews) | |
Approvals | Include workflows for approvals of invoices or payments This feature was mentioned in 91 Spendesk reviews. | 93% (Based on 91 reviews) | |
Batch Processing | Process multiple invoices without human intervention 65 reviewers of Spendesk have provided feedback on this feature. | 91% (Based on 65 reviews) | |
Consolidation | Allow users to consolidate multiple invoices into one This feature was mentioned in 29 Spendesk reviews. | 90% (Based on 29 reviews) | |
Match Invoices | Based on 41 Spendesk reviews and verified by the G2 Product R&D team. Match invoices with purchases and sales orders, as well as with payments | 89% (Based on 41 reviews) |
Integration
Accounting | Based on 30 Spendesk reviews and verified by the G2 Product R&D team. Provide integration with accounting and financial management software | 77% (Based on 30 reviews) | |
Payment Integration | Based on 28 Spendesk reviews and verified by the G2 Product R&D team. Integrate with payment gateways and enterprise payments software | 85% (Based on 28 reviews) | |
ERP | As reported in 14 Spendesk reviews. Deliver integrations with accounting modules of ERP systems | 77% (Based on 14 reviews) | |
Accounting | As reported in 63 Spendesk reviews. Provide integration with accounting and financial management software | 85% (Based on 63 reviews) | |
Payments | Integrate with payment gateways and enterprise payments software This feature was mentioned in 65 Spendesk reviews. | 91% (Based on 65 reviews) | |
ERP | As reported in 24 Spendesk reviews. Deliver integrations with accounting modules of ERP systems | 83% (Based on 24 reviews) | |
Account Sync | Based on 31 Spendesk reviews and verified by the G2 Product R&D team. Sync with company accounts to transfer payments for approved invoices | 86% (Based on 31 reviews) |
Invoice Generation
Templates | Provide standard invoice templates that can be customized by users This feature was mentioned in 26 Spendesk reviews. | 91% (Based on 26 reviews) | |
Digital Invoices | Ability to convert invoices to digital formats such as PDF This feature was mentioned in 84 Spendesk reviews. | 93% (Based on 84 reviews) | |
Recurring Invoices | Automatically generates invoices at pre-defined time intervals 28 reviewers of Spendesk have provided feedback on this feature. | 90% (Based on 28 reviews) |
Risk
Analysis | Reduces future risks through root cause analysis and process improvement 15 reviewers of Spendesk have provided feedback on this feature. | 82% (Based on 15 reviews) | |
Identification | Reduces frequency of errors, identifies risk and improves efficiency 15 reviewers of Spendesk have provided feedback on this feature. | 87% (Based on 15 reviews) | |
Scoring | As reported in 14 Spendesk reviews. Scores suppliers and employees based on risk factors | 86% (Based on 14 reviews) |
Recovery
Recoup | Based on 14 Spendesk reviews. Identifies and recoups funds and prevents errors from happening again | 81% (Based on 14 reviews) | |
Reporting | As reported in 13 Spendesk reviews. Offers reporting to aid in minimizing future lost profits and process breakdown | 83% (Based on 13 reviews) |
Audit
Filters | Includes a library of audit-tested filters to identify AP outliers that are outside company policy 11 reviewers of Spendesk have provided feedback on this feature. | 82% (Based on 11 reviews) | |
Post Audits | Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims This feature was mentioned in 11 Spendesk reviews. | 80% (Based on 11 reviews) | |
Overpayments | As reported in 11 Spendesk reviews. Detects and prevents a wide range of overpayment errors | 82% (Based on 11 reviews) | |
Duplicates | As reported in 12 Spendesk reviews. Detects and prevents a wide range of duplicate payments | 85% (Based on 12 reviews) |
Fraud
Vendor Checks | Enables automatic checks of new vendors being set up in the system to combat potential billing schemes This feature was mentioned in 14 Spendesk reviews. | 83% (Based on 14 reviews) | |
Data Generation | As reported in 13 Spendesk reviews. Generates comprehensive data needed to conduct a thorough investigation | 82% (Based on 13 reviews) | |
Monitoring | As reported in 14 Spendesk reviews. Provides continuous, proactive fraud monitoring across multiple systems and data formats | 86% (Based on 14 reviews) |
Payment Cards
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 68 Spendesk reviews. | 94% (Based on 68 reviews) | |
Recurring Virtual | As reported in 57 Spendesk reviews. Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services | 89% (Based on 57 reviews) | |
Physical | Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets This feature was mentioned in 54 Spendesk reviews. | 86% (Based on 54 reviews) |
Reporting
Real time | As reported in 59 Spendesk reviews. Report on spend transactions as they happen in real time | 89% (Based on 59 reviews) | |
Multiple Views | Reports that allow the user to sort and filter by vendor, team, GL, department, etc. This feature was mentioned in 43 Spendesk reviews. | 84% (Based on 43 reviews) | |
Export | As reported in 41 Spendesk reviews. The ability to export reports in various formats, such as excel, CSV, and Google Sheets | 83% (Based on 41 reviews) | |
Budgets | As reported in 43 Spendesk reviews. Report on and track spending against budgets | 85% (Based on 43 reviews) |
Payments
Vendor | As reported in 46 Spendesk reviews. Pay vendors through a dashboard or portal and maintain vendor payment information | 86% (Based on 46 reviews) | |
Recurring | As reported in 51 Spendesk reviews. Manage and execute recurring payments, such as subscriptions, services, utilities, etc. | 86% (Based on 51 reviews) | |
Employee Reimbursements | As reported in 59 Spendesk reviews. Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment | 91% (Based on 59 reviews) | |
ACH | Allows for the electronic transfer of funds between banks 31 reviewers of Spendesk have provided feedback on this feature. | 79% (Based on 31 reviews) |
Fraud & Risk Management
Notifications | Real-time notifications for fraudulant and/or duplicate spending This feature was mentioned in 53 Spendesk reviews. | 87% (Based on 53 reviews) | |
Unique Cards | Individual, unique cards for each vendor to help manage duplicate and overpayments 52 reviewers of Spendesk have provided feedback on this feature. | 90% (Based on 52 reviews) | |
Controls | Control spend limits, expiration dates, and lock and unlock stolen or lost cards 50 reviewers of Spendesk have provided feedback on this feature. | 88% (Based on 50 reviews) |
