Salesforce-native Expense Management with Accounting Integration

ExpenseJunction offers all-inclusive expense management in Salesforce helping you capture, approve and reimburse expenses with receipts, mileage and timesheets in Salesforce’s mobile app. Automate invoicing in Salesforce with digital payments (credit card, ACH) to accelerate reimbursement from customers. Pay out employees and contractors faster with payroll integration and sync GL codes and transactions with Accounting / ERP systems.

Digitize Expense Tracking in Salesforce

  • Capture expenses and receipts on the road in mobile app
  • Create Expense Reports with a few clicks with pre-defined corporate GL codes
  • Expedite approvals with Salesforce’s automated notifications / alerts

Pre-integrated with Banks & ERP systems

  • Sync transactions from corporate and personal credit cards
  • Sync approved expenses to Payroll systems for payout to employees and contractors
  • Integrate with Accounting, Project Management and HR systems reducing manual data entry

Expense Attribution and Analytics

  • Attribute expenses to Salesforce Accounts, Opportunities, Projects & custom objects
  • Analyze cost of sales, project expenses and expenses by clients in Salesforce Dashboards
  • Salesforce workflow automation drives timely reimbursements, billing and payouts

Salesforce-Native Architecture

Manage the Entire Expense Lifecycle in Salesforce

All-Inclusive Digital Workflow Streamline expense management with digital approvals, audit trails, and alerts for overdue approvals, ensuring timely reimbursements

Import Credit Cards Transactions Automatically connect and import credit card transactions from corporate cards, AMEX charge cards and personal cards to expense reports, accelerating expense reports without manual data entry

Send Invoices to Customers Get paid faster by customers by turning expense reports into client invoices and collecting digital payments (credit card, ACH) in Salesforce

Connect with Accounting & ERP Systems Integrate with Accounting and ERP systems to sync expense entries (with pre-loaded Accounting GL codes) to eliminate manual data entry

Paperless Digital Collaboration Generate PDFs for sharing Timesheets and Expense Reports digitally with clients through email or Client Portals, with support for E-signature for client verification of timesheets

Zero Code Plug-and-Play Setup Rapidly set up and configure with just a few clicks, leveraging our 100% Salesforce-native architecture

Pre-Integrated with Payroll Systems Integration Sync approved timesheets and expense reports to Payroll Systems to expedite payroll processing and reimbursement for employees and contractors

Pricing

Subscription plans

Billed Annually in USD

Discounted pricing is available for not-for-profits

Growth

Core Expense Management

$8/user/month

  • Submit / Approve Expenses in Salesforce
  • Mobile Capture of Receipts
  • Automate Client Invoicing for Reimbursement

Pro

Integrated with Timesheets

$14/user/month

  • Timesheets for capturing time entries
  • Daily / Weekly Timesheets with Approvals
  • Capture Mileage as an expense

Plus

Advanced Workflow Automation

$20/user/month

  • Generate PDFs for Timesheets & Expense Report
  • Email / Share Digital Expense Reports
  • Support for E-signature

Extensions

Integrate with 3rd Party Systems

Add Connectivity

  • Import credit card transactions
  • Sync Time / Expenses to Payroll system
  • Sync expenses to Accounting / ERP systems

Ready to unlock Salesforce's full potential?