ExpenseFlo

Smart. Simple. Affordable.

ExpenseFlo is a multi‑tenant SaaS platform that simplifies and automates financial operations for businesses of all sizes. By unifying expense management, vendor invoice processing, payments, and GST compliance into a single system, it eliminates manual spreadsheets and email‑driven workflows.

AI is at the core of ExpenseFlo—powering invoice parsing, expense processing, and GST reconciliation —to dramatically reduce manual effort and improve accuracy across financial workflows.

Built with automated approvals, intuitive dashboards, and secure multi‑tenant architecture, ExpenseFlo helps finance teams streamline operations while providing leadership with real‑time insights and audit‑ready compliance.

Comprehensive Features

Everything you need for complete expense management

Employee Expenses & Advances

Expense Management

  • • AI‑powered receipt parsing with automatic data extraction
  • • Mobile‑first submission with photo capture
  • • Multi‑level hierarchical approvals
  • • On‑behalf filing for assistants and managers
  • • Category and project tagging for accurate allocation
  • • Real‑time status tracking and notifications

Advance Management

  • • End‑to‑end advance lifecycle management
  • • Automated approval workflows
  • • Real‑time utilization tracking
  • • Settlement and reconciliation
  • • Excess refund or adjustment handling
  • • Complete audit trail for compliance

Vendor Invoices & Advances

Invoice Processing

  • • AI parsing of details, line items, and GST
  • • Vendor master auto‑creation and management
  • • Smart validations with duplicate detection
  • • Multi‑stage approval workflows
  • • PO matching and three‑way reconciliation
  • • Document attachment and storage

Vendor Advances

  • • Complete advance lifecycle with TDS integration
  • • Automated approval routing
  • • Utilization tracking against invoices
  • • Settlement and adjustment management
  • • Vendor statement reconciliation
  • • Historical tracking and reporting

Payments & Cash Flow

Payment Processing

  • • Multiple payment modes (NEFT, RTGS, UPI, Cheque)
  • • Bulk payment processing
  • • TDS calculation and deduction
  • • Partial payment management
  • • Payment reversals and cancellations
  • • Bank reconciliation support

Cash Flow Management

  • • Unified tracking across all transactions
  • • Smart dashboards with aging analysis
  • • Cash flow forecasts and projections
  • • Vendor payment history
  • • Outstanding tracking and follow‑ups
  • • Real‑time cash position visibility

GST & Compliance

GST Reconciliation

  • • AI‑powered GSTR‑2B reconciliation
  • • Visual comparison dashboards
  • • Automatic mismatch detection
  • • Section 16 and Rule 36(4) compliance
  • • GSTR‑9 preparation support
  • • ITC eligibility tracking

Compliance Features

  • • Complete audit trail for all transactions
  • • Role‑based access control
  • • Document retention policies
  • • Compliance reports and dashboards
  • • Exception handling workflows
  • • Regulatory update notifications

Integration & Reporting

ERP Integration

  • • Tally XML integration
  • • SAP and Oracle readiness
  • • Real‑time data synchronization
  • • Operational ledgers with running balances
  • • Journal entry generation
  • • Master data management

Reporting & Analytics

  • • Executive dashboards with KPIs
  • • Customizable report builder
  • • Export to Excel, CSV, and PDF
  • • Scheduled report delivery
  • • Drill‑down capabilities
  • • Advanced search and filtering

Benefits for Everyone

Tailored advantages for all stakeholders

For Employees

Simple expense submission, faster reimbursements, mobile access, and clear status tracking

For Finance Teams

Automated workflows, reduced errors, compliance enforcement, and complete audit trails

For Executives

Real‑time visibility, cash flow insights, spend analytics, and strategic decision support

For Organizations

Scalable SaaS platform, cost reduction, improved efficiency, and competitive advantage

Ready to Transform Your Financial Operations?

Join businesses that have simplified their expense management with ExpenseFlo