Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
In the insurance industry, knowledge is essential for success, yet when crucial information is scattered across various platforms and drives, retrieving it can become a frustratingly slow process. With updates and bulletins frequently issued, staying informed can feel overwhelming. However, Sage’s centralized announcement center simplifies this task, allowing your team to remain updated on changes in real-time. If your team is familiar with Google, they'll find Sage just as user-friendly. Accessing the platform is straightforward—simply log in via a browser without the need for software installations, IT setups, or extensive training. Additionally, Sage provides valuable analytics that reveal user inquiries and their frequency, offering insights into both information and training deficiencies within your organization, as well as highlighting potential new product and market avenues. The intuitive quick filters refine search results, info cards present key highlights, and a date stamp indicates the recency of the information. Furthermore, the complete source document is easily accessible with just a single click, ensuring that you're always equipped with the most up-to-date resources. This seamless integration of information not only enhances productivity but also empowers your team to make informed decisions swiftly.
Description
Sage Expense Management (formerly Fyle) is an innovative expense management tool that was created for modern finance teams. Fyle extracts data directly from receipts and attaches the invoice to ensure constant compliance. This is all done in real-time.
What else can Sage Expense Management do for you?
-Direct integration with Visa, Mastercard, and American Express for instant transaction visibility.
- Employees can upload receipts via Outlook, Gmail, text, or mobile app.
- AI OCR engine automatically codes, categorizes, and assigns expenses to projects and cost centers.
- Pushes audit-ready data to accounting software like NetSuite, Sage, QuickBooks, or Xero.
- Built-in policy checks and fraud detection to ensure compliance.
- Fast, flexible receipt capture and automated reconciliation with corporate cards.
- Direct employee reimbursements via ACH.
- Budget and project controls with real-time spend monitoring
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
No
Google Workspace
No
Microsoft Outlook
No
NetSuite
No
Perk
No
QuickBooks Online
No
QuickBooks Online Advanced
No
Sage Intacct
No
Xero
No
Integrations
Gmail
Yes
Google Workspace
Yes
Microsoft Outlook
Yes
NetSuite
Yes
Perk
Yes
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Sage Intacct
Yes
Xero
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$11.99/month/user
Usage-led pricing: Sage Expense Management bills only for users who create at least one expense in a month, or have a corporate card connected to Sage Expense Management, with at least one transaction in that month. These are called active users. This means you can onboard all employees but you get charged only for active users.
For the Growth Plan, Sage Expense Management charges $11.99 per active user per month when paid annually. And for the Business Plan, we charge $14.99 per active user per month when paid annually.
For the Growth Plan, Sage Expense Management charges $11.99 per active user per month when paid annually. And for the Business Plan, we charge $14.99 per active user per month when paid annually.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
ProNavigator
Founded
2016
Country
Canada
Website
pronavigator.ai/
Vendor Details
Company Name
Sage
Founded
2016
Country
United States
Website
www.fylehq.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
Yes
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
Yes
Quote Management
No
Knowledge Management
Artificial Intelligence (AI)
No
Cataloging / Categorization
No
Collaboration
No
Content Management
No
Decision Tree
No
Discussion Boards
No
Full Text Search
No
Knowledge Base Management
Yes
Self Service Portal
Yes
Product Features
Accounts Payable
Approval Process Control
Yes
Bank Reconciliation
Yes
Cash Management
No
Check Writing
No
Duplicate Payment Alert
Yes
Fraud Detection
Yes
General Ledger Entry
No
Vendor Management
No
Expense Report
Approval Process Control
Yes
Invoice Management
Yes
Multi-Currency
Yes
Receipt Management
Yes
Reimbursement Management
Yes
Spend Control
Yes
Time Tracking
No
Workflow Management
Yes
Mileage Tracking
Business / Personal Travel
Yes
Cost Analysis
No
Employee Reimbursement
Yes
Expense Reports
Yes
GPS Tracking
Yes
Manager Workflow
Yes
Mileage Logging
Yes
Reporting
Yes
Spend Management
Approval Workflow
Yes
Budgeting / Forecasting
Yes
Expense Tracking
Yes
Multi-Currency
Yes
Prepaid Cards
No
Procurement Management
No
Receipt Management
Yes
Spend Analysis
Yes
Spend Control
Yes
Supplier Management
No