New tools for smarter expense management in Extend
January 26, 2026 2:33 PM
View the webinar
TL;DR:
Manage expenses across virtually any business credit card without switching banks or workflows
Simplify reconciliation with a direct QuickBooks Desktop integration
Improve receipt compliance with AI-powered SMS receipt matching
Reduce approval bottlenecks with smarter, more focused Manager Review
Gain clearer visibility and stronger control as spend scales
As teams grow, so does the complexity of managing expenses. New cards, new tools, new users, and new processes can quickly turn spend and expense management into a patchwork of workflows that slow everyone down.
That’s why we continue to evolve Extend’s spend and expense management platform - helping finance teams gain clearer visibility, automate routine work, and keep controls in place as spending scales. Our latest advancements focus on meeting teams where they already work, improving how expenses are captured and reviewed, and simplifying reconciliation through automation, all without forcing changes to existing workflows.
Here’s a look at what’s new on the platform.
Manage expenses across virtually any card
You may rely on one primary corporate card today, but chances are your company doesn’t run on just one card alone. You might use Extend with one bank partner while still having other business cards issued elsewhere.
The result is less time chasing receipts and correcting transactions, earlier visibility into issues, and a faster, more predictable month-end close. You keep your existing cards and workflows while gaining a single source of truth for expenses.
Business impact
Gain centralized visibility into company expenses by managing card transactions and reimbursements across major business credit cards in one place—without switching banks or changing existing workflows.
Simplify reconciliation with QuickBooks Desktop
For teams using QuickBooks Desktop, reconciliation just got faster. Extend now syncs cleared transactions directly to QuickBooks Desktop - preserving full transaction context and coding expenses to your existing QuickBooks categories.
This allows your finance team to keep QuickBooks Desktop as the system of record while benefiting from cleaner, standardized expense data flowing directly from Extend. Manual data entry is reduced, transaction coding is standardized, and reconciliation errors are easier to avoid.
Business impact
Save time and simplify reconciliation by connecting Extend directly to QuickBooks Desktop.
Capture receipts faster with AI-powered SMS matching
If capturing receipts is slowing employees down—or creating extra follow-ups for finance, allow our AI-powered SMS receipt matching to remove friction from the process. Employees can simply text receipts to Extend, and Extend automatically attaches them to the correct transaction.
Receipts are captured closer to the moment of spend, reducing delays, gaps, and missing documentation. Managers see fewer missing receipts, and finance teams spend less time chasing documentation and more time closing the books with confidence.
Business impact
Increase receipt compliance and accelerate reconciliation by automating receipt capture at the moment expenses occur.
Keep reviews focused with smarter Manager Review
Expense review works best when attention is focused where it matters. With enhanced Manager Review, low-risk transactions move forward automatically, while higher-risk expenses are surfaced for timely, targeted review.
Managers spend less time reviewing routine charges, employees receive clearer and more actionable feedback when updates are needed, and finance teams gain visibility into review decisions without chasing context. The result is faster resolution, fewer bottlenecks, and stronger oversight—without slowing the business down.
Business impact
Reduce approval noise and keep spending reviews focused on what matters most.
Accurately allocate data with Split Transactions
When a single purchase covers multiple cost centers, things can get messy fast. Split Transactions help you clean that up at the source by letting you divide a single transaction across multiple categories right when it happens—no more manual re-coding or downstream corrections.
This means more accurate reporting and fewer adjustments during reconciliation. Finance teams get the accuracy they need, and month-end close moves faster.
Business impact
Improve reporting accuracy, reduce reconciliation work, and make your accounting processes more efficient with cleaner, more reliable transaction data.
Explore what’s new in Extend
These enhancements are designed to make expense management simpler, more automated, more connected, and easier to scale—without forcing you to change banks, cards, or systems you already rely on.
Whether you’re managing expenses across multiple cards, improving reconciliation, or reducing friction in reviews, Extend helps you stay in control as spend grows.
Manager Review, accounting integration, and other advanced features are available to select bank customers and organizations on Pro and Enterprise plans. Starter plan customers can upgrade in app or contact their Admin or Account Manager to learn more.
Presented by
Dawn Lewis Controller at Couranto
Bridget Cobb Staff Accountant at Healthstream
Brittany Nolan Sr. Product Marketing Manager at Extend (moderator)
Melissa Diano
Director of Product Management
Blog
New tools for smarter expense management in Extend
Manage expenses across virtually any business credit card without switching banks or workflows
Simplify reconciliation with a direct QuickBooks Desktop integration
Improve receipt compliance with AI-powered SMS receipt matching
Reduce approval bottlenecks with smarter, more focused Manager Review
Gain clearer visibility and stronger control as spend scales
As teams grow, so does the complexity of managing expenses. New cards, new tools, new users, and new processes can quickly turn spend and expense management into a patchwork of workflows that slow everyone down.
That’s why we continue to evolve Extend’s spend and expense management platform - helping finance teams gain clearer visibility, automate routine work, and keep controls in place as spending scales. Our latest advancements focus on meeting teams where they already work, improving how expenses are captured and reviewed, and simplifying reconciliation through automation, all without forcing changes to existing workflows.
Here’s a look at what’s new on the platform.
Manage expenses across virtually any card
You may rely on one primary corporate card today, but chances are your company doesn’t run on just one card alone. You might use Extend with one bank partner while still having other business cards issued elsewhere.
The result is less time chasing receipts and correcting transactions, earlier visibility into issues, and a faster, more predictable month-end close. You keep your existing cards and workflows while gaining a single source of truth for expenses.
Business impact
Gain centralized visibility into company expenses by managing card transactions and reimbursements across major business credit cards in one place—without switching banks or changing existing workflows.
Simplify reconciliation with QuickBooks Desktop
For teams using QuickBooks Desktop, reconciliation just got faster. Extend now syncs cleared transactions directly to QuickBooks Desktop - preserving full transaction context and coding expenses to your existing QuickBooks categories.
This allows your finance team to keep QuickBooks Desktop as the system of record while benefiting from cleaner, standardized expense data flowing directly from Extend. Manual data entry is reduced, transaction coding is standardized, and reconciliation errors are easier to avoid.
Business impact
Save time and simplify reconciliation by connecting Extend directly to QuickBooks Desktop.
Capture receipts faster with AI-powered SMS matching
If capturing receipts is slowing employees down—or creating extra follow-ups for finance, allow our AI-powered SMS receipt matching to remove friction from the process. Employees can simply text receipts to Extend, and Extend automatically attaches them to the correct transaction.
Receipts are captured closer to the moment of spend, reducing delays, gaps, and missing documentation. Managers see fewer missing receipts, and finance teams spend less time chasing documentation and more time closing the books with confidence.
Business impact
Increase receipt compliance and accelerate reconciliation by automating receipt capture at the moment expenses occur.
Keep reviews focused with smarter Manager Review
Expense review works best when attention is focused where it matters. With enhanced Manager Review, low-risk transactions move forward automatically, while higher-risk expenses are surfaced for timely, targeted review.
Managers spend less time reviewing routine charges, employees receive clearer and more actionable feedback when updates are needed, and finance teams gain visibility into review decisions without chasing context. The result is faster resolution, fewer bottlenecks, and stronger oversight—without slowing the business down.
Business impact
Reduce approval noise and keep spending reviews focused on what matters most.
Accurately allocate data with Split Transactions
When a single purchase covers multiple cost centers, things can get messy fast. Split Transactions help you clean that up at the source by letting you divide a single transaction across multiple categories right when it happens—no more manual re-coding or downstream corrections.
This means more accurate reporting and fewer adjustments during reconciliation. Finance teams get the accuracy they need, and month-end close moves faster.
Business impact
Improve reporting accuracy, reduce reconciliation work, and make your accounting processes more efficient with cleaner, more reliable transaction data.
Explore what’s new in Extend
These enhancements are designed to make expense management simpler, more automated, more connected, and easier to scale—without forcing you to change banks, cards, or systems you already rely on.
Whether you’re managing expenses across multiple cards, improving reconciliation, or reducing friction in reviews, Extend helps you stay in control as spend grows.
Manager Review, accounting integration, and other advanced features are available to select bank customers and organizations on Pro and Enterprise plans. Starter plan customers can upgrade in app or contact their Admin or Account Manager to learn more.
Blog
New tools for smarter expense management in Extend
Manage expenses across virtually any business credit card without switching banks or workflows
Simplify reconciliation with a direct QuickBooks Desktop integration
Improve receipt compliance with AI-powered SMS receipt matching
Reduce approval bottlenecks with smarter, more focused Manager Review
Gain clearer visibility and stronger control as spend scales
As teams grow, so does the complexity of managing expenses. New cards, new tools, new users, and new processes can quickly turn spend and expense management into a patchwork of workflows that slow everyone down.
That’s why we continue to evolve Extend’s spend and expense management platform - helping finance teams gain clearer visibility, automate routine work, and keep controls in place as spending scales. Our latest advancements focus on meeting teams where they already work, improving how expenses are captured and reviewed, and simplifying reconciliation through automation, all without forcing changes to existing workflows.
Here’s a look at what’s new on the platform.
Manage expenses across virtually any card
You may rely on one primary corporate card today, but chances are your company doesn’t run on just one card alone. You might use Extend with one bank partner while still having other business cards issued elsewhere.
The result is less time chasing receipts and correcting transactions, earlier visibility into issues, and a faster, more predictable month-end close. You keep your existing cards and workflows while gaining a single source of truth for expenses.
Business impact
Gain centralized visibility into company expenses by managing card transactions and reimbursements across major business credit cards in one place—without switching banks or changing existing workflows.
Simplify reconciliation with QuickBooks Desktop
For teams using QuickBooks Desktop, reconciliation just got faster. Extend now syncs cleared transactions directly to QuickBooks Desktop - preserving full transaction context and coding expenses to your existing QuickBooks categories.
This allows your finance team to keep QuickBooks Desktop as the system of record while benefiting from cleaner, standardized expense data flowing directly from Extend. Manual data entry is reduced, transaction coding is standardized, and reconciliation errors are easier to avoid.
Business impact
Save time and simplify reconciliation by connecting Extend directly to QuickBooks Desktop.
Capture receipts faster with AI-powered SMS matching
If capturing receipts is slowing employees down—or creating extra follow-ups for finance, allow our AI-powered SMS receipt matching to remove friction from the process. Employees can simply text receipts to Extend, and Extend automatically attaches them to the correct transaction.
Receipts are captured closer to the moment of spend, reducing delays, gaps, and missing documentation. Managers see fewer missing receipts, and finance teams spend less time chasing documentation and more time closing the books with confidence.
Business impact
Increase receipt compliance and accelerate reconciliation by automating receipt capture at the moment expenses occur.
Keep reviews focused with smarter Manager Review
Expense review works best when attention is focused where it matters. With enhanced Manager Review, low-risk transactions move forward automatically, while higher-risk expenses are surfaced for timely, targeted review.
Managers spend less time reviewing routine charges, employees receive clearer and more actionable feedback when updates are needed, and finance teams gain visibility into review decisions without chasing context. The result is faster resolution, fewer bottlenecks, and stronger oversight—without slowing the business down.
Business impact
Reduce approval noise and keep spending reviews focused on what matters most.
Accurately allocate data with Split Transactions
When a single purchase covers multiple cost centers, things can get messy fast. Split Transactions help you clean that up at the source by letting you divide a single transaction across multiple categories right when it happens—no more manual re-coding or downstream corrections.
This means more accurate reporting and fewer adjustments during reconciliation. Finance teams get the accuracy they need, and month-end close moves faster.
Business impact
Improve reporting accuracy, reduce reconciliation work, and make your accounting processes more efficient with cleaner, more reliable transaction data.
Explore what’s new in Extend
These enhancements are designed to make expense management simpler, more automated, more connected, and easier to scale—without forcing you to change banks, cards, or systems you already rely on.
Whether you’re managing expenses across multiple cards, improving reconciliation, or reducing friction in reviews, Extend helps you stay in control as spend grows.
Manager Review, accounting integration, and other advanced features are available to select bank customers and organizations on Pro and Enterprise plans. Starter plan customers can upgrade in app or contact their Admin or Account Manager to learn more.
New tools for smarter expense management in Extend
Presented by
Melissa Diano
Director of Product Management
TL;DR:
Manage expenses across virtually any business credit card without switching banks or workflows
Simplify reconciliation with a direct QuickBooks Desktop integration
Improve receipt compliance with AI-powered SMS receipt matching
Reduce approval bottlenecks with smarter, more focused Manager Review
Gain clearer visibility and stronger control as spend scales
As teams grow, so does the complexity of managing expenses. New cards, new tools, new users, and new processes can quickly turn spend and expense management into a patchwork of workflows that slow everyone down.
That’s why we continue to evolve Extend’s spend and expense management platform - helping finance teams gain clearer visibility, automate routine work, and keep controls in place as spending scales. Our latest advancements focus on meeting teams where they already work, improving how expenses are captured and reviewed, and simplifying reconciliation through automation, all without forcing changes to existing workflows.
Here’s a look at what’s new on the platform.
Manage expenses across virtually any card
You may rely on one primary corporate card today, but chances are your company doesn’t run on just one card alone. You might use Extend with one bank partner while still having other business cards issued elsewhere.
The result is less time chasing receipts and correcting transactions, earlier visibility into issues, and a faster, more predictable month-end close. You keep your existing cards and workflows while gaining a single source of truth for expenses.
Business impact
Gain centralized visibility into company expenses by managing card transactions and reimbursements across major business credit cards in one place—without switching banks or changing existing workflows.
Simplify reconciliation with QuickBooks Desktop
For teams using QuickBooks Desktop, reconciliation just got faster. Extend now syncs cleared transactions directly to QuickBooks Desktop - preserving full transaction context and coding expenses to your existing QuickBooks categories.
This allows your finance team to keep QuickBooks Desktop as the system of record while benefiting from cleaner, standardized expense data flowing directly from Extend. Manual data entry is reduced, transaction coding is standardized, and reconciliation errors are easier to avoid.
Business impact
Save time and simplify reconciliation by connecting Extend directly to QuickBooks Desktop.
Capture receipts faster with AI-powered SMS matching
If capturing receipts is slowing employees down—or creating extra follow-ups for finance, allow our AI-powered SMS receipt matching to remove friction from the process. Employees can simply text receipts to Extend, and Extend automatically attaches them to the correct transaction.
Receipts are captured closer to the moment of spend, reducing delays, gaps, and missing documentation. Managers see fewer missing receipts, and finance teams spend less time chasing documentation and more time closing the books with confidence.
Business impact
Increase receipt compliance and accelerate reconciliation by automating receipt capture at the moment expenses occur.
Keep reviews focused with smarter Manager Review
Expense review works best when attention is focused where it matters. With enhanced Manager Review, low-risk transactions move forward automatically, while higher-risk expenses are surfaced for timely, targeted review.
Managers spend less time reviewing routine charges, employees receive clearer and more actionable feedback when updates are needed, and finance teams gain visibility into review decisions without chasing context. The result is faster resolution, fewer bottlenecks, and stronger oversight—without slowing the business down.
Business impact
Reduce approval noise and keep spending reviews focused on what matters most.
Accurately allocate data with Split Transactions
When a single purchase covers multiple cost centers, things can get messy fast. Split Transactions help you clean that up at the source by letting you divide a single transaction across multiple categories right when it happens—no more manual re-coding or downstream corrections.
This means more accurate reporting and fewer adjustments during reconciliation. Finance teams get the accuracy they need, and month-end close moves faster.
Business impact
Improve reporting accuracy, reduce reconciliation work, and make your accounting processes more efficient with cleaner, more reliable transaction data.
Explore what’s new in Extend
These enhancements are designed to make expense management simpler, more automated, more connected, and easier to scale—without forcing you to change banks, cards, or systems you already rely on.
Whether you’re managing expenses across multiple cards, improving reconciliation, or reducing friction in reviews, Extend helps you stay in control as spend grows.
Manager Review, accounting integration, and other advanced features are available to select bank customers and organizations on Pro and Enterprise plans. Starter plan customers can upgrade in app or contact their Admin or Account Manager to learn more.
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