Ditch Expense Report Templates.
Automate Expense Reports.

Sage Expense Management (formerly Fyle) automates processes like receipt tracking, credit card reconciliation, employee reimbursements, and more!

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You've been struggling with an expense report template.

Now see what automation can do for you.

The Old way

Current manual expense management system

The Sage Expense Management way

The Sage Expense Management way of tracking and managing expense receipts

The broken expense reporting process so far

Traditional expense reporting templates enable you to fill up information manually, as long as the template download is completed.

The consequences

Approver Dependency
Approver Dependency
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Manual Effort
Manual Effort
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Turnaround Time
Turnaround Time
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Our platform is different

We automate all previously manual tasks, allowing your expense management process to run on autopilot.

The results

Finance efficacy
Finance efficacy
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Manual Effort
Manual Effort
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Turnaround Time
Turnaround Time
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Automated expense reporting. Finally simple.

Expense reports are crucial for tracking business spending. With Sage Expense Management, employees can track, create and submit expenses on the go, while admins can approve with single click.

Automated receipt capture & data entry.

Users can submit receipts via Text, Gmail, Outlook, Slack, email forwarding, or via our mobile or web app. Our expense data is extracted, coded and tracked automatically.

Explore receipt tracking features
On the go receipt submission made easier with Sage Expense Management

Automatic expense reports. Set and forget.

Schedule automatic expense report creation and submission for approval based on a frequency you set. No more followups or reminders.

Explore report submission features
On the go report submission made easier with Sage Expense Management

Reconcile cards. In minutes, not weeks.

When an employee uses a company card, they receive an instant text alert. They can simply reply to the text with a photo of the receipt, and our system automatically matches it to the correct transaction. This process guarantees accurate reconciliation and eliminates duplicate entries.

Learn more about credit card reconciliations
Reply to the card spend notification with a receipt picture to reconcile it automatically with Sage Expense Management

Employees do work, not paperwork.

Automate expense reporting and reclaim your time with Sage Expense Management.

On-the-go approval workflows.

Managers can view, edit, approve, or send back expense reports directly from Gmail, Slack, or the mobile app, ensuring that reimbursements are never held up - even when they are on the move.

Explore approval workflows
View, edit, approve, and send back expense reports on the go with Sage Expense Management

Real-time policy. Real-time compliance.

Our powerful policy engine ensures employee expenses are verified against company policies automatically, even before they are submitted for approval. Reduce fraud, identify duplicates, and ensure every expense is compliant.

Learn how to stay compliant
Ensure compliance of expense reports to company policies with Sage Expense Management's powerful policy engine

Choose Sage Expense Management over manual expense report templates

Empower your finance teams to concentrate on what truly matters by automating expense reporting.

Here's more on what Sage Expense Management offers

Real-time expense insights

Gain real-time insights with Sage Expense Management (formerly Fyle)

Real-time expense insights

Ask our AI powered Copilot for spend insights to track budgets and uncover trends to improve cash flow management.

Learn more about Copilot

Easy budget tracking

Access real-time analytics to monitor spending and make informed decisions

Easy budget tracking

Set limits by category, department, project, or cost center (weekly to annual). Get real-time email alerts when thresholds are near or exceeded.

Explore budgeting features

Best in class customer support

Experience best in class customer support with Sage Expense Management

Best in class customer support

Get 24/7 support* over live chat and email with an industry best first response time of under 30 minutes.

*For business plan users.

Learn more about support

FAQs about automated expense reporting

Tracking expenses is vital for managing budgets, controlling costs, and improving profitability. It ensures you can claim all eligible tax deductions and provides a clear audit trail, which is crucial for compliance with financial regulations. Accurate records make you audit-ready, facilitate strategic decisions, help secure investments, and ensure long-term financial stability.

The easiest way to track expenses is by using an expense tracking software like Sage expense management to automate the process. While manual methods like collecting receipts and logging them in spreadsheets exist, they are time-consuming and prone to errors.

An automated solution eliminates manual work by allowing you to instantly capture receipts, automatically categorize spending, and get an accurate, real-time view of your expenses with minimal effort.

You should track any cost incurred for running your business. This includes major categories like office expenses (rent, utilities), salaries, professional services, software subscriptions, and marketing costs. Also track all travel, meal, and vehicle expenses to ensure accurate financial reporting and maximize your available tax deductions.

A tax-deductible business expense is any cost that is both 'ordinary and necessary' for your business, such as office rent, employee salaries, supplies, and travel. Tracking these deductions directly lowers your taxable income.

Disclaimer: Always consult a tax professional to understand all deductions applicable to your specific business.

An expense tracker simplifies tax season by automating data collection all year. It creates a centralized, audit-ready record of all transactions with receipts attached. With expenses already categorized and checked for errors, you eliminate the last-minute scramble and provide your accountant with accurate, organized data for a much faster tax filing process.

Sage expense management automates the entire expense tracking process. Employees can submit expenses via text, Gmail, or Outlook, and our AI instantly extracts the data. It also offers a Google Maps integration for mileage tracking and automatic policy checks. This ensures compliance, eliminates manual work, and provides real-time visibility into company spending.

Save both time and money with Sage Expense Management

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