Expense Management
Transform how expenses are tracked, managed, and approved With M365
What Is Expense Management within Microsoft 365
Expense Management within Microsoft 365 is an integrated solution designed to automate and streamline the entire expense reporting process—from submission and approval to reimbursement—directly within the familiar Microsoft ecosystem.Expense Management in Microsoft 365 empowers organizations to efficiently manage employee expenses, enforce company policies, and gain financial transparency. Employees can capture, submit, and track expenses anywhere, while finance teams benefit from automated workflows, compliance checks, and real-time analytics
Organisations turn to CSIT for
Expense Management when they
Want to Reduce Administrative Overhead on manual expense report creation, review, and approval, freeing staff to focus on more strategic work.
Want to Enhance Accuracy and Compliance by enforcement, automatic audit trails, and real-time receipt.
Want to Boost Employee Productivity and mobile-friendly experience lets employees submit expenses anytime, anywhere.
Want to Centralized dashboards provide finance leaders with live insight into spending trends and outstanding approvals across departments
Want to Direct integration with Microsoft 365 means no additional software for users to learn, increasing adoption and unifying organizational processes
Key Features
Automated Receipt Matching
Users can quickly upload, match, and merge receipts with expense items, reducing manual entry and ensuring accuracy in reporting
AI-Powered Expense Agent
Microsoft Copilot agents help automate expense reporting, categorize complex expenses, detect duplicates, and flag policy violations, saving significant time for employees and administrators
Mobile-First Submission
Employees can submit expenses, capture receipts, and track the status of reimbursements on-the-go using mobile devices, enhancing flexibility for hybrid and field teams
Integrated Approval Workflows
Customizable workflows route expense submissions through appropriate channels for interim and final approval, with workflow history and notifications for each step
Real-Time Policy Enforcement & Analytics
The system flags non-compliant expenses immediately and offers rich analytics so finance managers can monitor trends, identify irregularities, and optimize expense policies.
CSIT gets IT out of sight, out of mind, and out
99%
Customer Satisfaction
24/7/365
Support
From a team of Global Experts
11+
Years
Average Relationship Tenure
87%
Average Reduction
In IT Incidents after 3 Months With CSIT
The capacity, skill set, and experience to help you
AIM higher
Fast Deployment
A streamlined onboarding process with Built-in dashboards, alerts, and audit logs enabled
Practical Innovation + Costs
Right-sized solutions with predictable costs that are tailored to your organisation's unique requirements.
Data-Driven Improvements
Continually optimise your solution post deployment
Capable, Responsive Support
Our 24/7/365 Global service desk service desk is there to help more.
Strategic Consulting
Get a forward-thinking partner who creates custom solutions that keep you efficient and meet the unique needs of your organisation.
Streamlined IT + Reduced Issues
Get ongoing support and supplemental training post-launch to ensure your site continues to meet your needs