Functionality
4 simple steps to do
everything quickly
and without errors
SmartEX uses your smartphone's camera to acquire the receipts and send the images to a cloud OCR server. The content is read, interpreted and returned in data form for your validation.
On-site checks are very limited. The ceilings are preset and the expenses are all clearly visible attributed, impossible to go wrong.
The manager approves and the administration arranges the reimbursement. The digitized documents are archived in the documentary system and taken for conservation.
SmartEX is modular and customizable for each company
SmartEX is pre-configurable according to company policies.
The entry of expenses is guided and the limits are predetermined: impossible to make mistakes.
Each expense is associated to an activity or a customer or prospect.
Quick entry of expense reports
Quick entry of expense reports
Smart access and interface
Login via FaceID, TouchID or SSO from any device and Home Page screen with dedicated quick actions for entering and associating expenses.
Intuitive dashboard to always keep the status of an expense report under control.
Optical Character Recognition (OCR)
Automatic reading of the receipt via OCR system, ensuring time savings in entering indicative expense data.
Multilingual and multicurrency
The app is multilingual, adapting to organizations that also operate abroad. It manages the historicized exchange rates of all currencies worldwide, with the exchange rate defined based on the date of expenditure.
Electronic signature of each expense report
Automatic digital subscription of each expense report confirmed by the employee, logging in with personal and unique credentials.
Control and management system personalized
Dynamic alerts
They are activated following a violation of company policies, such as, for example, exceeding spending limits or missing mandatory data.
Company Policies
The Alerts are set on company policies to allow Managers, HR and Administration a quick check and rectification.
Optimized management of limits
The management of the limits can be customized according to company policies.
Travel preauthorization
To manage all travel relating to the commercial/maintenance/assistance staff activity, through a dedicated approval workflow.
Third party service integrations
Integration with Google Maps
Provides automatic calculation of travel distance for reimbursement kilometre
Integration with travel agency
Allows you to import and report all travel expenses booked by travel agencies or third-party systems, as well as determining which methods of payment should be privileged
Search for merchants and customers
Allows you to search for Bars, Restaurants, Hotels for the reimbursement of expenses incurred and research through business name of customers
Integration with accounting systems
Adaptation of ERP flows to accounting and tax rules
Mapping activities for the production of automatic flows for company management software.
Taylor Made
For each company with customized parameters including:
– data aggregation for accounts / cost centers / orders;
– tax deductibility calculations.
Import flows from company credit card statement
In order to eliminate or significantly reduce verification times and reconciliation reports, associating the expense with the user who made it.
Tailored payroll flow
It allows you to export verified expense reports in the form of an accounting and payroll flow and send them to the accounting systems for registration.
Compliant digital storage and BI dashboards
Performance dashboard
with BI modules
With interactive and flexible views, they allow you to dynamically track and manage expense reports and perform rapid financial analysis of profitability and revenue.
High analysis potential of the categories
In terms of control, export and type: management or operational reporting.
