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Manage expenses

for travel and business entertainment just got much easier.

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Corporate card spending and expense reimbursements in a single app!

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Features

Convenience for you, peace of mind for your day-to-day.

With Agile Expense you can manage the entire accountability process for corporate credit card expenses and also handle expense reimbursements. All in one place!

The Dashboard provides an overview where you can visually track the evolution of credit card spending and requested reimbursements.

Agile Expense uses cutting-edge technology — highly configurable, flexible, robust, scalable and easy to integrate and use.

Agile Expense dashboard Illustrative image — fictitious data.

01 Mobility

Access from your computer, tablet or phone, on iOS or Android.

02 Approval Workflow

Approval tasks are loaded automatically based on the employee's hierarchical level.

03 Expense Policies

When a credit card charge or reimbursement exceeds the limits set in the policy, the user receives an alert.

04 Integrations

Export files in several existing standard layouts, SAP, etc.

Agile Expense has 2 modules:
Corporate Card Expenses and Expense Reimbursement

Key features

Several processes can be automated in Agile Expense, simplifying its administration and maintenance — notably:

  • Automatic updating of the records of employees, credit card holders, cost centers and accounting accounts, performed through the processing of regular data loads. This information is always kept in sync with the company's other systems.
  • The source for the employee records, for example, is the Human Resources management system (e.g. SAP, PeopleSoft, etc.), pulling from it the employee's name, email, phone, hierarchical level, approval manager, cost centers, etc.
  • Credit card transactions can be updated daily, weekly, biweekly or monthly, adapting to the company's policy.
  • The source for credit card transactions is the electronic statement received directly from the issuing bank.

Several reports available: by Cardholder, Supplier, Accounting Account, Cost Center, Supplier Type, Expense Report and more.

Corporate card expenses screen Illustrative image — fictitious data.

Corporate card expenses

  • Pending expenses and missing receipts are shown in My Expenses.
  • Controls expense justifications and receipt submission (receipt upload).
  • Controls refunds to centralized accounts (when credit card payment is centralized).
  • Approval workflow and receipt validation.

Expense reimbursement

  • Submit reimbursement requests, adding the justification and uploading receipts.
  • Checks the company's reimbursement policies.
  • Approval workflow and receipt validation.
  • Managers get a detailed view of requested, approved and paid reimbursements.
Expense reimbursement screen Illustrative image — fictitious data.
White Label expense management solution with your brand
White Label!

A solution for Expense Management with your own brand (White Label).

Montanari provides the Agile Expense platform to your company or business group as White Label — meaning the interface carries your brand's visual identity.

We make adjustments for specific needs, such as: new features, new reports, generating new files with custom layout outputs, etc.

All responsibility for development, infrastructure, etc. is handled by Montanari.

Get in touch with us

Fill out the form and we'll get back to you, or call us today at +55 11 2914-4014.


Discover what we can do for your business.

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Available on Google Play
Download on the App Store