Expense Management

Extend for small businesses

All the essentials for meaningful efficency.

Simple workflows

Manage employee expenses, reimbursement, receipts and approvals all in one place.

Easy automation

Eliminate manual expense reports, set up AI automation rules, and save hours of time reconciling transaction statements.

Seamless integrations

Sync GL codes with Extend and automatically push transtactions to your accounting software.

How it works?

Connect your cards. Invite your team. Save your time.

Receipt Management

Never chase a receipt again.

Enforce receipt rules when the transaction happens, auto-match receipts to the right transactions, and sync attachments to your ERP alongside every transaction.

Set receipt rules: required always, required above threshold, or not required
Send reminders to every user with outstanding receipts in one click
Include attachments when you push transactions to your accounting software or download a .CSV with corresponding attachments

Dynamic Expense Reports

Expenses that report themselves.

Transactions auto-populate in a customizable report view pre-categorized, with receipts attached. Approve, flag, and sync to your accounting platform without leaving Extend.

Spot missing receipts, categories, or pending approvals in one view
Align report cycle with your credit card statement
Bulk-select and sync in one action

Review & Approvals

Track approvals in one place that’s not your inbox.

Eliminate the back-and-forth when policies are clear, receipts are required, and manager reviews are routed automatically.

Define and display company expense policies and receipt rules for everyone to see in Extend
Set approval rules and manager review requirements, automatically route expenses to the right reviewers, and track review status
Flag transactions that require additional review before syncing to your accounting software

Reimbursements

Track out-of-pocket expenses in the same place as everything else.

Employees submit reimbursement reports with receipts attached. Finance reviews and approves in the same platform. Export approved reports for payroll.

Submit from web or mobile—Extend scans and creates line items automatically
Approver reviews, approves, or rejects with full context
Receipts are automatically itemized into expense lines