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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Bid farewell to the complications of manually handling invoices and expenses, and eliminate the tedious task of tracking down missing information. With Summit's AI-driven system, you can automate your processes with ease. Utilize AI-enhanced tools for Accounts Payable to automatically capture invoices and receipts, route them to the relevant approvers through tailored workflows, and synchronize smoothly with accounting software for stress-free reconciliation and bookkeeping. Gain insights with real-time status updates, enabling swift reporting and audit preparedness. Streamline the tasks of invoice uploading, monitoring, and approval. By removing manual data entry, you not only enhance accuracy but also free up valuable time for more strategic initiatives. Oversee reimbursement requests through our centralized dashboard while ensuring compliance with established policies. This approach saves time and minimizes the possibility of errors. Our Accounts Payable automation solutions provide comprehensive visibility into all company expenditures. By consolidating everything in one location, you can effortlessly maintain policy compliance and promote responsible spending, ultimately enhancing your financial management practices.

Description

Initially, we take the time to understand both you and your business, facilitating a smooth onboarding process with Carly. Following this, a meeting is arranged to link Carly with your financial accounts and QuickBooks. Subsequently, we introduce Carly to you and your team, allowing you to focus on your business while Expex and Carly handle your bookkeeping needs. Whenever there are items that require your attention, Carly will inform you, ensuring that you don't overlook any essential accounting responsibilities. Each month, Expex will provide you with clear and organized financial reports for you to discuss with your team, CPA, or other financial advisors. By the end of the year, you will have tax-ready financials, eliminating the need for any cleanup or catch-up work, enabling your CPA to begin your tax return promptly. Carly, an automated bookkeeping application developed by Expex, is designed to efficiently learn your transaction processing needs, alert you to necessary actions, and offer valuable insights into your financial situation. This seamless integration not only streamlines your bookkeeping but also empowers you to make informed financial decisions with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Axis LMS Yes 
BambooHR Yes 
FreshBooks Yes 
JumpCloud Yes 
MYOB Yes 
Microsoft Dynamics 365 Yes 
NetSuite Yes 
Okta Yes 
QuickBooks Online No 
Sage Accounting Yes 
Sage Intacct Yes 
Workday HCM Yes 
Xero Yes 
Zoho Books Yes 
Zoho CRM Yes 

Integrations

Axis LMS No 
BambooHR No 
FreshBooks No 
JumpCloud No 
MYOB No 
Microsoft Dynamics 365 No 
NetSuite No 
Okta No 
QuickBooks Online Yes 
Sage Accounting No 
Sage Intacct No 
Workday HCM No 
Xero No 
Zoho Books No 
Zoho CRM No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19.50 per month
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Summit

Founded

2024

Country

Singapore

Website

summitglobal.com

Vendor Details

Company Name

expex

Founded

2015

Country

United States

Website

expexinc.com

Product Features

Accounts Payable

Approval Process Control No 
Bank Reconciliation No 
Cash Management No 
Check Writing No 
Duplicate Payment Alert No 
Fraud Detection No 
General Ledger Entry No 
Vendor Management No 

Expense Report

Approval Process Control No 
Invoice Management No 
Multi-Currency No 
Receipt Management No 
Reimbursement Management No 
Spend Control No 
Time Tracking No 
Workflow Management No 

Spend Management

Approval Workflow No 
Budgeting / Forecasting No 
Expense Tracking No 
Multi-Currency No 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis No 
Spend Control No 
Supplier Management No 

Product Features

Accounts Payable

Approval Process Control Yes 
Bank Reconciliation Yes 
Cash Management Yes 
Check Writing Yes 
Duplicate Payment Alert No 
Fraud Detection Yes 
General Ledger Entry Yes 
Vendor Management No 

Alternatives

Alternatives