Expense Management

Expenses Submitted, Approved, Reimbursed

End the cycle of lost receipts, slow approvals, and delayed reimbursements. Workisy's expense management automates capture, enforces policies in real time, and gets employees their money back fast — while giving finance complete visibility into company spend.

Expense Management
March 2026

NYC Client Visit — Q1

Sarah Chen · Submitted Mar 18, 2026

Pending Approval

$2,340

Total

8

Line Items

$292

Avg / Item

Category Breakdown

Travel
$89038%
Lodging
$68029%
Meals
$42018%
Transport
$35015%

Recent Expenses

3 of 8

Delta Airlines

Travel · Mar 14

$486.00Approved

The Greenwich Hotel

Lodging · Mar 15

$340.00Pending

Eleven Madison Park

Meals · Mar 15

$187.50Approved

Features

Powerful Capabilities, Built for Scale

Every tool you need to run a world-class operation, from day one to enterprise scale.

Smart Receipt Capture

Snap a photo of any receipt and AI extracts the merchant, amount, date, and category automatically. No more manual data entry or lost paper receipts at the bottom of a bag.

Policy Enforcement

Define spending policies with per-category limits, per-diem rates, and approval thresholds. Out-of-policy expenses are flagged instantly at submission, not weeks later during audit.

Multi-Level Approvals

Configure approval chains based on expense amount, category, or department. Managers approve from email, Slack, or the mobile app with one tap — keeping reimbursement turnaround fast.

Multi-Currency Support

Employees submit expenses in any currency and Workisy converts them at the transaction-date exchange rate. International teams and business travelers expense seamlessly without manual conversions.

Corporate Card Integration

Sync corporate credit card transactions directly into the expense system. Card charges are auto-matched to receipts, reducing reconciliation from hours to minutes.

Reimbursement Processing

Approved expenses are batched and sent to payroll or accounts payable for reimbursement. Employees see estimated payment dates and receive notifications when funds are deposited.

Spend Analytics

Real-time dashboards show company-wide spend by category, department, project, and employee. Trend analysis highlights spending patterns and opportunities to negotiate vendor discounts.

Fraud Detection

AI-powered anomaly detection flags duplicate receipts, unusual spending patterns, and potentially fraudulent claims. Compliance teams can investigate flagged items before reimbursement is processed.

How It Works

Up and Running in Three Simple Steps

1

Capture & Submit

Employees photograph receipts, review the AI-extracted details, categorize the expense, and submit — all from their mobile phone. Mileage, per-diem, and corporate card expenses are equally simple.

2

Review & Approve

Managers receive expense reports for approval with policy compliance pre-checked. One-tap approvals from mobile, email, or Slack keep the process moving without bottlenecks.

3

Reimburse & Analyze

Approved expenses flow to payroll or AP for reimbursement. Finance teams access real-time spend dashboards and generate reports for budgeting, auditing, and tax compliance.

Results That Speak for Themselves

Measurable Impact on Your Business

Up to 70%

Faster Reimbursement Cycles

Up to 90%

Reduction in Manual Data Entry

Up to 25%

Lower Out-of-Policy Spend

FAQ

Frequently Asked Questions

Ready to See It in Action?

Book a personalized demo and discover how Workisy can transform your operations in weeks, not months.