The future of spend management.
Manage global spend and close the books in real time — with unmatched automation of manual expense work.
All your spend, all in one place.
Control global spend smarter with a single source of truth.
Embed your policy in
every swipe.
You can’t be everywhere, but with Equate your policy can. AI will auto-enforce your custom controls across Equate card, reimbursements, travel platform, and invoices.
- Customize policies by use case, level, department, non-US entity, or anything else.
- Block or require approval to spend on specific categories/merchants.
- Make easy-to-understand expense rules accessible at the time of purchase.
Automate expense reviews.
Don’t waste hours reviewing every expense and risk missing ones that actually need a closer look — let Equate AI assist you.
Learn more about Equate AI →
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“By making it easier for employees to comply, finance went from the bad cop to the hero.”Read more →
Get expense reports on time, automatically.
Equate automates document collection, and Equate Assistant helps employees with questions and tasks — so you can close the books faster.
- AI-powered automation and personalized assistance.
- Receipts compliant with IRS or local rules added automatically.
- Memos are auto-generated, and fields are intelligently populated.
- Departments, projects, and GLs are automatically set.
- OCR technology matches receipts in any language or currency.
Increase accountability with Live Budgets.™
Set top-level budgets across departments and assign them to department heads. They can provision spend to individuals or teams, and track usage in real time. Equate AI will even flag anomalous activity to help you keep everyone on budget globally.
“P&L owners have a real-time view into their budgets.”Read case study →
End the month-end hassle.
Equate is built for continuous close.
Equate integrates with top ERPs like QuickBooks and NetSuite, helping you close your books every day, enabling in-month reporting, and automating workflows. Equate AI helps you further automate GL coding with smart suggestions for accounting rules and mapping.
Reimburse employees anywhere, fast.
US and international employees can get reimbursed in three days or less — and your policy will be auto-applied.
- Reimburse employees in their local currency and bank account — in 70 countries and counting.
- Subsidiaries can issue reimbursements from their local bank account to simplify accounting.
- Unlimited reimbursements with no per-transaction fees.
Manage spend globally, operate locally.
Equate makes it easy to manage global spend across locations and operate in virtually any currency.
Welcome to the future of
spend management.
Let’s talk about how Equate can help you automate control and compliance, and gain real-time insights to improve ROI.
FAQ
Spend management is the process of controlling and optimizing how your company spends money. It includes tracking expenses, setting budgets, managing approvals, and ensuring compliance with company policies across all types of business spending.
Effective expense management involves setting clear policies, using automated tools for tracking, requiring receipts and documentation, implementing approval workflows, and regularly reviewing spending patterns to identify areas for optimization.
Businesses need to manage various expense types including travel and entertainment, office supplies, software subscriptions, contractor payments, marketing expenses, equipment purchases, and employee reimbursements.
Equate automatically collects receipts from thousands of merchants including major retailers, restaurants, gas stations, hotels, airlines, and online services. The system captures itemized receipts that are compliant with IRS and local tax requirements.
Equate offers comprehensive enterprise features including automated expense reporting, real-time spending controls, budget management, multi-level approval workflows, integration with major ERPs, global card programs, and AI-powered expense categorization.
Equate improves spend management through automation of manual processes, real-time visibility into spending, customizable approval workflows, automated receipt collection, intelligent expense categorization, and seamless integration with your existing accounting systems.
With Equate, you can set custom spending limits by employee, department, or card type. You can also create category-specific limits, merchant restrictions, and time-based controls. All limits are enforced in real-time to prevent overspending.
Yes, Equate integrates with popular accounting software including QuickBooks, NetSuite, Sage Intacct, Xero, and many others. The integration automatically syncs transactions, expenses, and receipts to streamline your accounting processes.