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Discover our software, focused on spend, expense and vendor management for multiple different industries.

Expense management

Manage internal staff expenses as well as vendor invoices, leveraging rules-based automation to improve the AP process.

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Legal management

Manage in-house counsel and panel firms with a focus on claims litigation, deploying predictive analytics to improve outcomes.

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Wealth management

Manage expenses across properties, staff and other categories, freeing up time for financial advisors to more important tasks.

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Fund management

Manage the allocation of expenses across funds, replacing email and spreadsheets with a digital solution that improves compliance.

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Tailored solutions for:

Financial advisors

General counsel

Finance officers

Wealth managers

Claim officers

Finance managers

Procurement staff

Risk managers

Controllers

Reconciliation staff

In-house counsel

Finance directors

Panel managers

ExpenseCore is a suite of tailored solutions for a multitude of different industries and professionals, stretching from finance to admin and even legal stakeholders. Whether you’re a financial advisor, general counsel or CFO, ExpenseCore can help.

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Import invoices

Automatically parse invoices into the system from you email inbox, regardless of format, e.g. PDF.

Capture expenses

Easily create expense reports with voice-to-text and OCR scanning of receipts, for staff and contractors.

Process payments

Automate the review of all spend, only requiring staff involvement if rules such as “>$X” are activated.

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Core features and benefits

The ExpenseCore suite of solutions includes features focused on automating administrative tasks, freeing up time for more value-add tasks and decreasing the cost incurred by organizations. Regardless of industry, implementing ExpenseCore will lead to cost savings.

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Expense reporting on my device

Capture expense on mobile, tablet and computer, and scan receipts with OCR.

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Automated invoice review and payment

Simplify AP with rules-based automation of invoice review and payment processing.

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Vendor e-billing submission portal

Receive electronic invoices through the e-billing portal, used by vendors and staff.

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Multi-format invoice capture and parsing

Parse documents such as invoices into the system from email, PDF and more.

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Vendor onboarding and risk assessment

Onboard vendors, track their performance and auto-flag malicious or errant behavior.

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Data analytics and reporting dashboard

Analyze spend metrics and staff/vendor performance by looking at real-time reports.

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If you have any questions and want to get in touch with our sales team, feel free to call us on our toll free number: +1 (386) 853 3099

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Simplify invoice management

Achieve rules-based automation of the AP process, streamlining the workflow of taking all invoices from received to reviewed, approved and paid.

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Improve vendor management

Onboard, track and monitor vendors, improving oversight and control as well as transparency into key vendor spend and performance metrics.

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Satisfied clients across the globe

[ExpenseCore] is easy to navigate even if you are new to the system. Client relations staff is awesome as they are responsive and timely.

Gina Lauria

Rockville Risk Management

Satisfied clients across the globe

[...] we were able to take the program from the planning phase to fully functional in less than two weeks due to their efficient on-boarding.

Justin Barth

NYCM Insurance

Satisfied clients across the globe

Their system enables us to get a much clearer understanding down to transaction-level detail of our spend across the entire business.

Mark Cloutier

Brit Insurance

Satisfied clients across the globe

[With ExpenseCore] there is a clear sense of partnership and willingness to provide the right solutions in the most appropriate manner.

John P. LaMacchia

Gallagher Basset

Satisfied clients across the globe

We looked around quite a bit when searching for a good fit [...] we decided on [ExpenseCore] and are extremely pleased with our decision.

Joe Tixier

Arthur J. Gallagher & Co.

Trusted by some of the world’s largest brands.

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Want to learn more?

If you’re interested in any of our solutions, or perhaps just want to learn more, don’t hesitate to reach out.

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