Green Background Animation
Green Background Animation
Financial Management

Finance made
simple

Track expenses, manage assets, and generate comprehensive financial reports. Get clear insights into your business health.

Advanced expense tracking with multiple views
Powerful filtering & search capabilities
Bulk import from CSV & Excel files
Total
$12,450
23 expenses
Approved
18
Approved
Pending
5
Review
Advanced Filters
All Statuses
All Categories
All Methods
Expense Records23 records
Description
Category
Amount
Status
Office supplies purchase
Supplies
$125.50
Approved
Gas for service calls
Fuel
$87.30
Approved
Client lunch meeting
Meals
$64.20
Pending
Repair tools & equipment
Tools
$245.00
Approved
Showing 1-4 of 23

Powerful Expense Management Features

Multiple Views

Visualize data
your way.

Switch between Standard, Groupable, and Pivot views to analyze your expense data from different perspectives. Each view is optimized for specific analysis needs.

Standard View: Traditional table with all expense details
Groupable View: Group by category, status, or employee
Pivot View: Cross-tabulate data for advanced analysis
DescriptionCategoryAmount
Team lunch at RestaurantMeals$156.80
Fuel for company vehicleGas$92.50
Office printer suppliesSupplies$47.30
Groupable View - By Category
Meals (8 items)
$1,245.00
Fuel (12 items)
$845.60
Supplies (5 items)
$327.90
Pivot View - Category vs Status
CategoryApprovedPendingTotal
Meals$980$265$1,245
Fuel$845$0$845
Supplies$210$118$328
Total$2,035$383$2,418
Comprehensive Forms

Detailed expense
tracking.

Capture every detail of your expenses with comprehensive forms that include all necessary information for accurate financial tracking and reporting.

Multiple expense categories with descriptions
Receipt upload and validation
Smart validation for required fields
Draft saving for incomplete expenses

Create New Expense

125.50
10/12/2025
Office Supplies
Office and administrative supplies
Office supplies for Q4 inventory
Credit Card
Office Depot
Receipt InformationRequired
I have a receipt for this expense
📊Bulk Import

Import expenses
in bulk.

Save time by importing multiple expenses at once from CSV or Excel files. Our intelligent system validates data and provides detailed error reporting.

CSV & Excel file support (.csv, .xlsx, .xls)
Pre-validation with detailed error reporting
Template download for easy formatting
Import up to 500 rows at once
📁

Bulk Expense Import

1
Download Template

Start with our CSV template

2
Upload Your File

CSV or Excel files supported

📄

expenses_import.csv

Ready to import: 47 rows

3
Review & Import

Validation results

Valid records45
Invalid records2
Preview (first 3 rows)
Office supplies
$125.50
Gas for service calls
$87.30
Client lunch meeting
$64.20
+ 42 more rows...
⚠️

Important Notes:

  • • Dates in YYYY-MM-DD format
  • • Amounts without currency symbols
  • • Maximum 500 rows per import
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