Expense 365: A Unified Place
to Manage Business Spend

If your company already works in Microsoft 365, Expense 365 fits directly into your daily tools. Track, approve, and report company expenses without leaving Microsoft environment. 

helpdesk integration

Manage Company Expenses Without Leaving Microsoft 365

Connect your software with the company expense tracker with SharePoint, MS Teams, Outlook, Power Automate and Power BI. Automate expenses, approvals, and tasks to manage them smoothly.  

sharepoint

SharePoint Integration

Store receipts, reports, and approval records with SharePoint integration. Finance teams can access organized expense documents anytime.

Microsoft teams

MS Teams Integration

Employees submit expenses, and managers approve requests directly inside Teams chats or channels without switching platforms.

copilot integration

MS Copilot Integration

Use natural language prompts in Copilot to view expense counts, check latest submissions, and create new expense records.

Bring Your Expense Records into the Tools You Already Use

Expense 365 sends authorized expense information to accounting software and analytics solutions, ensuring that finance departments are constantly updated on records. 

power bi

Power BI

Expense data flows into Power BI dashboards. Finance teams view department spending trends and monthly expense reports.

power

Power Automate

Automate expense approvals, expense alerts, and generate expense reports using expense activity triggers.

power

QuickBooks

Expenses that are approved are automatically synced with QuickBooks accounts to ensure that finance teams have the correct financial records.

outlook

Outlook

Managers review and approve expense requests directly from Outlook notifications and approval emails without opening another application.

form

Xero

The expense transactions is transferred to Xero accounting software to keep books, reconcile, and make financial reports.

Azure OpenAI Integration That Adds Intelligence to Your Expense Management

Use Azure OpenAI inside Expense 365 to review expense descriptions, read receipt details, and generate quick summaries for submitted expenses. 

open ai

Azure OpenAI

Managers understand expense records faster and take approval actions with clear information. 

Manage Every Expense Activity in One Place

Expense 365 connects expense submissions, approvals, and records within Microsoft 365 so teams track spending from one workspace. 

integrations

Frequently Asked Questions

Yes. Expenses are submitted, approved, and reported using SharePoint, Teams, and other Microsoft applications. 

Yes. Managers can review and approve expense requests through Teams notifications and approval workflows. 

Yes, with Expense 365, managers receive email reminders in the Outlook mailbox to review an expense approval request. The reminder assists managers to open the expense request, read the expense details. 

Yes. Microsoft Copilot can read expense data stored in Expense 365 and summarize expense activity. Copilot can show total expenses, identify recent expense submissions, and present summaries that help managers review expense records quickly.

Yes, Expense 365 provides organizations to create various types of expenses like travel, meals, accommodation, office purchases, or client meetings. 

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