Sage Expense Management

Who it's for

Sage Expense Management is listed as a fit for solo practitioners and small firms, and the vendor names accounting practices generally on its own site. The job it gets hired for: running client payroll, bills and receivables through a firm console, with AI catching what's off. It also fits the Document Collection, OCR & Data Entry category.

What it costs

Sage Expense Management starts at $11.99/user/mo (per active user; annual billing; 5-user minimum), per active user/month. Ask the vendor about a trial when you reach out.

Good to know

Sage Expense Management is the new name for Fyle, and it keeps Fyle's trick of running on the client's existing Visa, Mastercard or Amex cards with receipts submitted by text message. The Copilot AI assistant answers questions about spend, turnaround and risk, ML-based coding assigns expenses to the chart of accounts and AI matches receipts to card transactions, syncing to QuickBooks Online and Desktop, Xero, Sage Intacct and Sage 50. Growth is $11.99 per active user per month on annual billing with a five-user minimum, Business $14.99 with ten; the accounting-firm program offers up to 35% reseller discounts or 30% referral commissions, free implementation for the firm and its clients, and CPE. SOC 2 Type 1 and 2 are posted.