Sage Expense Management

What Sage Expense Management is

Sage Expense Management helps businesses track, report, approve, and reimburse employees’ out-of-pocket expense claims. Employees can submit receipts by text message, Gmail, Outlook, or through the mobile and web apps. Mileage tracking uses Google Maps, and per diem rates can be tailored by currency, employee level, department, and location. Approval options include sequential, parallel, and project-led workflows, with actions available from the app, email, or Slack. Rules can be applied by category, employee, project, department, or location, and AI checks for unusual expenses before submission. Business-plan users can reimburse employees directly by ACH in the US. Accounting integrations include QuickBooks Online, Xero, QuickBooks Desktop, Sage 50, Sage Intacct, and Sage 300 Construction & Real Estate; some may involve extra or implementation fees. The service is available on web, Android, and iOS. Growth costs $11.99/user/mo (annual), with a five-user minimum; Business is $14.99/user/mo (annual), with a ten-user minimum. Enterprise pricing is custom for organizations with 250+ employees.

Who it suits

It suits finance teams and employees in organizations that need expense claims, approval workflows, mileage tracking, and reimbursement tools. Listed industries include construction, nonprofits, technology, healthcare, and professional services.

Limits

There is no free plan. Growth costs $11.99 per active user per month, billed annually, requires at least five users, and includes single-stage approvals; multi-stage and policy-driven approvals are listed among Business benefits.

Getting started

1. Visit the Sage Expense Management website.
2. Choose Growth, Business, or Enterprise based on your organization’s needs.
3. For Growth, plan for the five-user minimum; for Business, plan for the ten-user minimum.
4. Use the web, Android, or iOS app to submit receipts and manage claims.
5. Connect a listed accounting integration if needed, allowing for possible extra fees or implementation fees.

Verdict

Sage Expense Management combines receipt collection, policy checks, approvals, and reimbursement, with integrations for several accounting systems. Check plan approval limits, minimum users, and any integration fees against your needs.