The only Salesforce-native app for managing expenses and accounts payable.
Product
Bring expense data into Salesforce for easy access alongside core records for real-time reporting and analytics. Manage budgets and track ROI with ease.
A solution that stands apart from the rest
first-of-its-kind app is seamlessly integrated with Salesforce
ExpandAP has revolutionized the game for Salesforce clients. Built natively on the Salesforce platform, this fully integrated, AI-driven automation tool streamlines expense management and accounts payable. No other solution operates like this to eliminate data silos, manual processes and accounting workflows that are disjointed from GTM teams.
Unlock the potential of finance and accounting
unify your teams with easy access to accurate data
expense management
Submit expenses on the go with the ExpandAP app. Our AI takes it from there, creating records in Salesforce and triggering approvals on your behalf. Say goodbye to manual reporting.
budget management
Salesforce-native approval flows introduce simplicity. Once approved, view expenses alongside opportunities and categorize them by client. Take control of travel and expense budgets too.
Salesforce-native functionality
Customizable and built by seasoned Salesforce pros, setup and maintenance is as streamlined as expense management. ExpandAP also integrates with accounting/ERP, PSA and HRIS/HCM systems.
Schedule a free demo today.
ExpandAP includes a powerful suite of features, and once we meet you, we can customize it for your needs to achieve even more.
how it works
ExpandAP creates more efficient workflows with automation and AI-driven processes on the Salesforce platform.
01
process step
Submit a record via email, manual upload or by taking a picture of the receipt/invoice from the mobile app.
Mobile-first design enables easy submissions for sales teams on the go. And clients can create an email to receive invoices, which also can be automatically uploaded.
02
process step
Receipts and invoices are extracted into a Salesforce record.
ExpandAP eliminates human error and tedious data entry. The app’s AI technology reads a receipt or invoice, and automatically create a Salesforce record for you.
03
process step
Records are processed and then ready for the Salesforce approval process.
Processed records submitted for approval within Salesforce mean your leaders can easily approve expenses in their budget areas.
04
process step
Access real-time reporting on budget and ROI
Track your budget in real-time and visualize expenses with ExpandAP dashboards. Find expenses and vendor invoices all in one place — and all within your Salesforce CRM.
Schedule a free demo today.
ExpandAP includes a powerful suite of features, and once we meet you, we can customize it for your needs to achieve even more.
