8Q Expense Report Automation
8Q ERA, a NetSuite SuiteApp, automates expense report processes by importing transactions via Plaid, capturing receipts, creating reports, matching categories, and supporting multiple card types and approval workflows, reducing errors and speeding up financial reconciliation.
Screenshots
Overview
Real-time credit card transactions captured into NetSuite
Real-Time Captures Credit Card transactions any where in the world directly into NetSuite
Key Benefits
Real-Time Captures Credit Card transactions any where in the world directly into NetSuite
Generates weekly expenses reports individual by card and by card holder/EE.
Assign category learning
Supports Credit Card types: Personal, corporate and purchasing.
Works seamless with NetSuite data matching and reconciliation.
Token access for enhanced security.
Card holder spend rules and notifications
Editable and flexible spend rules by Category
Customer Quote
"I will never have to fill out an expense report again!- Noel Vandever
Integrates with Plaid to insure real-time capture
Token based integration insures enhanced security.
Syncs real-time as transaction arrive.
Features
Real-time credit card transaction captured in NetSuite
- Real-time transaction capture when card is used.
- Live capture of the transaction and imported directly into NetSuite
- Real-time capture is with Plaid API.
Weekly Expense Reports created by card and by card holder/EE
- Automatically assigned to appropriate Expense Report.
- Category learning
- Matched emailed receipts to the expense line.
Configurable Approvals
- Supports standard NetSuite Approvals
- Supports custom approval workflows
- Supports seamless reconciliations for Parent and child credit card accounts
Comprehensive Card Support
- Supports Corporate Cards
- Supports Individual Cards
- Supports Purchasing Cards
- Supports Parent and Child credit card accounts.
- Support Debit Cards
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8Q Expense Report Automation
