Expense management
Every expense. The whole story.
Find, organise and correct expenses with the documents, decisions and history in the same place.
- AI + familiar tools
- Role-scoped
Designed for the whole workflow.
Find, organise and correct expenses with the documents, decisions and history in the same place.
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Find what you need
Search and filter the register by supplier, date, category, approval state or payment state, and save the views you reuse.
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Organise consistently
Apply categories and keep drafts, submitted items and items needing information clearly separated.
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History you can follow
See the documents, decisions and changes behind each expense, in order.
From a draft to a settled record.
Each expense moves through visible states.
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1. Create or import
Add an expense by hand, from a captured document or by importing a file.
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2. Organise
Add category, purpose and supporting documents.
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3. Submit
Send it for the review your workspace requires.
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4. Follow it through
See approval and payment status separately, with a history of changes.
What you can do
One register, three ways to work.
Use the register in the Classic view, ask the assistant about a selection in AI or Hybrid, and export what you have selected.
- Search, filter and save views of the expense register.
- See totals for drafts, submitted items and items needing information.
- Return an expense for information and keep the question in its history.
- Keep approval and payment status separate, so one is not mistaken for the other.
- Export the selection you have reviewed.
Corrections leave a trail.
Editing is allowed. Silent editing is not.
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Visible history
Changes to an expense are recorded alongside the original submission.
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Permissions apply
What you can see or change depends on your role in the workspace.
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Same records in every view
AI, Hybrid and Classic work on the same expenses. Nothing is duplicated or lost when you switch.
A few useful answers.
Can I import existing expenses?
Yes. Import is available from the Expenses screen. Review the result before relying on it, as with any imported data.
Is payment status the same as approval status?
No. They are tracked separately. An approval does not change whether an expense has been paid.
Can the assistant edit my expenses?
It can prepare changes for you. You see a preview and confirm before anything is applied, and it works within your permissions.
Do I need AI to use the register?
No. The Classic view offers lists, forms and filters without an assistant.
Give your expenses a better place to work.
Start with a simple instruction. Keep the details—and the decisions—under your control.