Mobile expense capture, automated expense categorization, policy compliance checks, approval workflows, integration with accounting systems, audit services, VAT recovery tools, and analytics for financial performance across multiple entities or portfolio companies.
Tools tracking operational expenses, travel costs, and allocation of expenses between management company and funds.
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Multi-entity support Ability to track and allocate expenses across multiple legal entities (e.g., management company, multiple funds). |
Concur Expense supports management for multiple entities/companies, as referenced in its multi-entity and portfolio analytics features. | |
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Expense categorization Automatic or manual classification of expenses into user-defined categories (travel, office supplies, etc.). |
Automated expense categorization is listed as a key feature for Concur Expense. | |
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Automated receipt capture Upload, scan, or email receipts with OCR to automatically attach them to expense entries. |
Mobile expense capture and receipt scanning is highlighted as a main feature. | |
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Bulk import Import bank or credit card statements and map transactions to expenses in bulk. |
Bulk import of bank and credit card transactions is supported via statement uploads and auto-import. | |
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Custom allocation rules Ability to automatically split expenses between entities or cost centers based on preset rules. |
Custom allocation rules for splitting expenses across entities and cost centers are supported by Concur. | |
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Manual allocation override Ability to manually adjust or override automatic allocations per transaction. |
Manual allocation override is possible; users can adjust allocations in the UI. | |
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Multi-currency support Capture and reconcile expenses in multiple currencies with automatic conversion. |
Multi-currency expense reconciliation and conversion are core to Concur's offering. | |
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Sync with accounting systems Direct integration or export to accounting/ERP platforms. |
Direct integration with multiple accounting/ERP platforms is documented by SAP Concur. | |
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Custom fields Support for user-selected custom fields on expense entries (deal code, event, etc.). |
Custom fields for expenses (e.g., deal code, event) are supported within expense forms. | |
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Tagging Ability to add searchable tags to expenses for better reporting and search. |
Searchable tags and enhanced search capabilities are available for expenses. | |
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Transaction processing speed Average time taken to process an expense entry from upload to approval. |
No information available |
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Multi-level approvals Support for multi-step approval chains based on dollar amounts, departments, or entity. |
Multi-level approvals are provided through customizable workflows in Concur. | |
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Custom approval routing Configurable workflow according to team structures and policies. |
Custom approval routing/configurable workflow is reported as a configurable feature. | |
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Role-based permissions Permission control for different user types (employee, manager, admin, finance). |
Role-based permissions for various user types are a control feature. | |
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Automated escalation Automatic escalation if an expense isn’t approved within a set timeframe. |
Automated escalation is part of approval process management. | |
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Mobile approvals Ability for approvers to review and approve expenses via a mobile app. |
Approvals via mobile app is highlighted as a use case for Concur mobile app. | |
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Delegated approvals Allow temporary delegation of approval rights during absences. |
Delegated approvals are available for temporary assignment of approval tasks. | |
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Batch approvals Ability to approve multiple expenses at once. |
Batch approval of multiple expenses at once is part of Concur's workflow tools. | |
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Audit trail Full logging of approvals, changes, and actions for compliance and transparency. |
Audit trails of approvals and changes are available for compliance. | |
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Approval notification speed Average time between expense submission and notification sent to approver. |
No information available | |
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Customizable notifications Configurable notification settings (email, SMS, push) for different stages of approval. |
Customizable notifications (email, push, SMS) can be set up per workflow. |
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Accounting software integration Direct two-way sync with leading accounting systems (QuickBooks, NetSuite, Sage, Xero, etc.). |
Direct two-way accounting integration with systems like QuickBooks, NetSuite, Sage, and Xero. | |
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Bank & credit card integration Automated import of transactions directly from bank or credit card feeds. |
Bank and credit card feed integrations are a standard feature. | |
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Payroll integration Sync reimbursements or expense payments with payroll providers. |
Payroll provider integrations are available for expense reimbursement. | |
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API access Open APIs for data import/export to custom systems. |
API access is published and available for custom systems integration. | |
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Single sign-on (SSO) Support for single sign-on via SAML, OAuth, and/or SSO providers (Okta, Google Workspace, etc.). |
Single sign-on is available (supports SAML, OAuth, Okta, etc.). | |
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Calendar & email integration Ability to extract expenses from calendar events, or auto-generate expenses from corporate email receipts. |
Calendar and email integration available for automated receipt and itinerary capture. | |
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File export formats Support for exporting data in CSV, XLSX, PDF, and custom templates. |
Export formats including CSV, XLSX, PDF and custom templates are supported. | |
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Integration setup speed Average time required to connect and configure an integration. |
No information available |
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Custom reporting Create, save, and schedule custom reports by team, entity, expense type, etc. |
Custom reporting – create, schedule, and filter reports is a flagship feature. | |
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Real-time dashboards Interactive dashboards with real-time data visualization. |
Real-time dashboards for spend visibility and trends are available. | |
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Budget tracking & variance analysis Track budgets by cost center/entity and analyze variance vs. forecasts. |
Budget tracking and variance analysis are included in analytics. | |
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Fund vs. management company reporting Segregated reporting for expenses allocated to funds vs. management company. |
Reporting segregates fund vs. management company/portfolio company expenses. | |
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Historical comparison Compare expense performance over different periods (year-on-year, month-on-month). |
Historical expense comparisons (e.g., MoM, YoY) are available in analytics. | |
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Audit export reports Produce detailed audit-friendly reports for compliance review. |
Audit-friendly export reports can be generated for compliance. | |
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Automated scheduled delivery Automatically deliver pre-set reports to stakeholders at scheduled intervals. |
Reports can be scheduled and delivered automatically to stakeholders. | |
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Report generation speed Average time to generate and export a standard report. |
No information available |
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Mobile app availability Native mobile apps for iOS and Android. |
Concur Expense offers native iOS and Android mobile apps. | |
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Intuitive user interface Modern, easy-to-use, and thoughtfully designed UI. |
UI is widely recognized as intuitive and modern by users. | |
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Multi-language support Ability to select from a variety of supported languages. |
Multi-language support is available to serve global users. | |
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Accessibility compliance Compliance with accessibility standards (WCAG, ADA). |
SAP Concur confirms compliance with major accessibility standards (WCAG, ADA). | |
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Guided onboarding Interactive product tours and onboarding flows for new users. |
New user guided onboarding/tutorials are provided in the product. | |
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Drag-and-drop upload Simple drag-and-drop interface for documents and receipts. |
Drag-and-drop uploading for receipts is provided in Concur's interface. | |
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Customizable layouts User-configurable dashboards and screen layouts. |
Dashboards and layouts can be customized per user and team. | |
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User onboarding time Average time required for a new user to become proficient. |
No information available |
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Built-in travel booking Integrated booking engine for travel (flights, hotels, car rental) linked to expense capture. |
Travel booking for flights, hotels, car rentals is built into Concur Travel, linked to expense. | |
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Travel policy enforcement Automated flagging of non-compliant travel bookings or expenses. |
Travel policy enforcement is automated for booking and expenses. | |
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Per diem management Calculation and allocation of per-diem rates based on location/days. |
Per diem rate calculation/allocation is a supported feature. | |
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Mileage tracking Automated tracking of personal/business mileage for reimbursement. |
Mileage tracking for reimbursements is provided via the mobile app. | |
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Travel approval workflow Separate approval flows specifically for travel-related expenses. |
Travel approval workflows are configurable in Concur. | |
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Integration with travel vendors Direct connection to preferred travel providers, aggregators, or travel agencies. |
Integration with preferred travel vendors and agencies is available. | |
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Pre-trip authorization Ability to request and document authorization prior to business travel. |
Pre-trip approval and authorization flows are supported. | |
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Travel spend analytics In-depth analysis and reporting on travel-related spend and trends. |
Travel spend analytics and reporting are available. | |
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Policy violation reports Automatic generation of reports highlighting policy breaches. |
Automatic reports on travel and expense policy violations are supported. |
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Audit trail logging Immutable, time-stamped record of all actions taken within the system. |
Comprehensive audit trail logging is available for all expense actions. | |
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SOX compliance features Support for Sarbanes-Oxley (SOX) act compliance workflows. |
SOX compliance support is available for relevant workflows and reporting. | |
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Custom retention policies Ability to set how long expense documents/records are retained. |
Retention policies for records/receipts are configurable. | |
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Automated expense matching Automatic cross-referencing of expense reports, card transactions, and receipts. |
Automated expense matching is used to pair receipts, card transactions, and expense claims. | |
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Detection of duplicate submissions Automatic flagging of duplicate expense claims. |
Duplicate submission detection is a built-in compliance feature. | |
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Exceptions reporting Custom rules for identifying potential compliance breaches. |
Custom exception/compliance rule reporting is supported. | |
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Configurable audit export Ability to quickly export a full audit package with receipts, approvals, and allocations. |
Audit export packages can be configured and generated on demand. | |
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GDPR compliance Conformance with EU data privacy regulations. |
SAP Concur explicitly provides GDPR compliance documentation. | |
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SEC reporting support Assistance with preparing reports/regulatory filings for SEC or other regulators. |
SEC and regulator reporting support features are available for enterprise clients. |
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End-to-end data encryption Encryption of data at rest and during transmission. |
End-to-end AES256 encryption at-rest/in-transit, per SAP Concur security docs. | |
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Multi-factor authentication Support for MFA on all user accounts. |
Multi-factor authentication (MFA) is available for enhanced user security. | |
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Granular access controls Configurable user and group access permissions. |
Granular access controls/permissions are configurable in the admin UI. | |
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Regular penetration testing Third-party conducted security reviews and penetration tests. |
Regular penetration testing is part of SAP Concur's security program. | |
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Data residency options Ability to select where data is physically stored (data center region/country). |
Data residency is configurable to various regions (NA, EU, Asia, etc.). | |
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Automatic session timeout Automatic logout after a period of inactivity. |
Automatic session timeout is implemented for inactive sessions. | |
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Audit log retention period Length of time full security audit logs are available for review. |
No information available |
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Cloud-based deployment Hosted in a secure cloud environment accessible from anywhere. |
SAP Concur Expense is a cloud-based SaaS solution. | |
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On-premises deployment option Option for on-premises hosting for enhanced control. |
Not as far as we are aware.* On-premises deployment is not offered; Concur is cloud/SaaS only. | |
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Uptime guarantee Service level agreement (SLA) commitment to system uptime. |
Uptime SLAs are specified in SAP Concur documentation. | |
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System concurrent user capacity Maximum number of users who can access the system simultaneously. |
No information available | |
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Mobile device compatibility Optimized for a wide range of mobile and tablet devices. |
Optimized for a broad range of mobile and tablet devices. | |
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Integration sandbox Test environment for integration development and QA. |
No information available |
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24/7 customer support Access to support agents at any time, with multiple channels (chat, phone, email). |
24/7 customer support is documented as available to all customers. | |
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Dedicated account manager Assignment of a direct point-of-contact for larger clients. |
Dedicated account managers are provided for enterprise/large clients. | |
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Online knowledge base Comprehensive and searchable self-service support resources. |
Comprehensive online knowledge base is publicly available. | |
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Training resources Online courses, webinars, or in-person training for users. |
Training resources include webinars, videos, and in-person engagements. | |
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Implementation support Expert assistance during system setup and configuration. |
Implementation support is provided by SAP Concur and partners. | |
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Feature request process Ability for users to suggest new features or enhancements. |
Feature request processes are available for customer input. | |
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Response time (support requests) Average initial response time to support tickets. |
No information available |
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