A team spending in the field and a company with an outside accountant do not have the same problem. Below is the work RevoSpend takes on in different teams, and how we set it up with you.
What decides it is not company size but how spend flows. If one of these sounds familiar, you are in the right place.
Teams still collecting receipts over chat and closing the month in a spreadsheet. A receipt is read the moment it is photographed, not searched for at close.
When bookkeeping sits outside the company, the quality of the export is time. Records go out with account codes and tax split by rate, and you can bring your accountant in too.
In a group of companies, each one keeps its own records, approval path and categories. You switch between them with the same account.
Three familiar situations, and the work RevoSpend takes on in each.
Dozens of people spending in the field, and receipts chased one by one at month end. In RevoSpend a missing receipt stays visible all month, so only the exceptions are left for close.
Everyone knows the rule, nobody opens the file, and an overspend is only noticed at approval. In RevoSpend the rule applies the moment an expense is entered.
Office supplies and a personal purchase on the same grocery receipt. RevoSpend splits the receipt by its line items, and each part is recorded with its own category.
Does every expense pass one person, or several stages depending on the amount? You choose how your company works in the first step.
Paste the list or bring it in from a CSV or XLSX file; department and manager go in the same table. Invitations go out when setup is done.
Define who approves what by amount, category and department. Before you publish, try a sample amount and see whose approval the expense lands with.
On the first call we listen to how spend flows in your company today: who spends, who approves, how records reach your ledger. We set things up together around that picture, and afterwards we answer your questions the same day.
Yes. A change is published as a new version; expenses approved until then are kept with the rule they were approved under.
Connect your accounting system and see your first match today.