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.
Manage Company Expenses With Seamless Business Integrations
Integrate 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 Integration
Store receipts, reports, and approval records with SharePoint integration. Finance teams can access organized expense documents anytime.
MS Teams Integration
Employees submit expenses, and managers approve requests directly inside Teams chats or channels without switching platforms.
MS Copilot Integration
Use natural language prompts in Copilot to view expense counts, check latest submissions, and create new expense records.
QuickBooks Integration
QuickBooks integration helps sync expense data, automate accounting entries and improve financial accuracy across your business.
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
Expense data flows into Power BI dashboards. Finance teams view department spending trends and monthly expense reports.
Power Automate
Automate expense approvals, expense alerts, and generate expense reports using expense activity triggers.
Outlook
Managers review and approve expense requests directly from Outlook notifications and approval emails without opening another application.
QuickBooks
Expenses that are approved are automatically synced with QuickBooks accounts to ensure that finance teams have the correct financial records.
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.
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.
Frequently Asked Questions
Yes. Expenses are submitted, approved, and reported using SharePoint, Teams, and other Microsoft applications.
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 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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