Real-time expense tracking, customized budgeting tools, virtual cards for specific expenses, reimbursement management, approval workflow automation, accounting software integration, and vendor spend analysis ideal for tracking investments and portfolio company expenses.
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). |
Divvy enables tracking expenses across multiple portfolios and business entities. Their marketing and support docs reference multi-entity management. | |
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Expense categorization Automatic or manual classification of expenses into user-defined categories (travel, office supplies, etc.). |
Automatic expense categorization is included, and users can define custom categories in Divvy's settings. | |
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Automated receipt capture Upload, scan, or email receipts with OCR to automatically attach them to expense entries. |
Divvy supports uploading receipts via mobile app or email; automatic OCR is advertised. | |
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Bulk import Import bank or credit card statements and map transactions to expenses in bulk. |
Bulk file import for statements and transactions is mentioned in Divvy's knowledge base. | |
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Custom allocation rules Ability to automatically split expenses between entities or cost centers based on preset rules. |
Custom allocation rules are possible with Divvy's advanced budgeting, including entity, department, or project splits. | |
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Manual allocation override Ability to manually adjust or override automatic allocations per transaction. |
Manual overrides for allocations are available in Divvy transactions as described in their help documents. | |
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Multi-currency support Capture and reconcile expenses in multiple currencies with automatic conversion. |
Divvy supports multi-currency transactions and conversions, as stated in product FAQs. | |
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Sync with accounting systems Direct integration or export to accounting/ERP platforms. |
Divvy integrates directly with major accounting/ERP platforms including QuickBooks and NetSuite. | |
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Custom fields Support for user-selected custom fields on expense entries (deal code, event, etc.). |
Custom fields are configurable in Divvy for expense and transaction entries. | |
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Tagging Ability to add searchable tags to expenses for better reporting and search. |
No information available | |
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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. |
Divvy supports multi-level approval workflows, including custom approval chains. | |
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Custom approval routing Configurable workflow according to team structures and policies. |
Customizable approval routing based on policy, amount, user, or department as described by Divvy. | |
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Role-based permissions Permission control for different user types (employee, manager, admin, finance). |
Role-based permissions (admin, manager, user, etc.) are a core access control feature in Divvy. | |
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Automated escalation Automatic escalation if an expense isn’t approved within a set timeframe. |
No information available | |
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Mobile approvals Ability for approvers to review and approve expenses via a mobile app. |
Mobile approvals are possible through Divvy's native iOS and Android apps. | |
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Delegated approvals Allow temporary delegation of approval rights during absences. |
No information available | |
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Batch approvals Ability to approve multiple expenses at once. |
Batch and multi-select approvals for expenses are supported in Divvy's web dashboard. | |
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Audit trail Full logging of approvals, changes, and actions for compliance and transparency. |
Full audit trail of approvals/changes is highlighted as a key compliance feature by Divvy. | |
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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. |
Divvy provides customizable notification settings for expense and approval updates; multiple channels supported. |
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Accounting software integration Direct two-way sync with leading accounting systems (QuickBooks, NetSuite, Sage, Xero, etc.). |
Direct integration with major accounting software (two-way sync) is a Divvy differentiator. | |
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Bank & credit card integration Automated import of transactions directly from bank or credit card feeds. |
Bank and credit card feeds (including Divvy's own cards) are automatically imported and reconciled. | |
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Payroll integration Sync reimbursements or expense payments with payroll providers. |
No information available | |
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API access Open APIs for data import/export to custom systems. |
Divvy offers open REST API access for custom integrations. | |
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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 (SSO) with providers (Okta, Google) is listed in the Divvy documentation. | |
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Calendar & email integration Ability to extract expenses from calendar events, or auto-generate expenses from corporate email receipts. |
No information available | |
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File export formats Support for exporting data in CSV, XLSX, PDF, and custom templates. |
Data can be exported in CSV, XLSX, and PDF formats. | |
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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. |
Divvy features custom and scheduled reporting with filtering by entity, type, date. | |
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Real-time dashboards Interactive dashboards with real-time data visualization. |
Real-time dashboards and analytics are part of Divvy's product suite. | |
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Budget tracking & variance analysis Track budgets by cost center/entity and analyze variance vs. forecasts. |
No information available | |
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Fund vs. management company reporting Segregated reporting for expenses allocated to funds vs. management company. |
Reporting can be segregated for management company vs. funds using Divvy's entity structure. | |
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Historical comparison Compare expense performance over different periods (year-on-year, month-on-month). |
Divvy allows historical and period-to-period expense comparisons in reporting. | |
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Audit export reports Produce detailed audit-friendly reports for compliance review. |
Divvy provides downloadable, audit-friendly expense detail reports for compliance purposes. | |
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Automated scheduled delivery Automatically deliver pre-set reports to stakeholders at scheduled intervals. |
Reports can be scheduled for automated delivery to selected stakeholders within Divvy. | |
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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. |
Divvy provides mobile apps for both iOS and Android platforms. | |
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Intuitive user interface Modern, easy-to-use, and thoughtfully designed UI. |
Divvy is known for a user-friendly, modern interface according to reviews and product screenshots. | |
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Multi-language support Ability to select from a variety of supported languages. |
No information available | |
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Accessibility compliance Compliance with accessibility standards (WCAG, ADA). |
No information available | |
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Guided onboarding Interactive product tours and onboarding flows for new users. |
No information available | |
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Drag-and-drop upload Simple drag-and-drop interface for documents and receipts. |
Drag-and-drop upload is supported for receipts and documentation in web and mobile app. | |
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Customizable layouts User-configurable dashboards and screen layouts. |
No information available | |
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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. |
No information available | |
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Travel policy enforcement Automated flagging of non-compliant travel bookings or expenses. |
No information available | |
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Per diem management Calculation and allocation of per-diem rates based on location/days. |
Per diem management is mentioned as one of the travel expense tools. | |
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Mileage tracking Automated tracking of personal/business mileage for reimbursement. |
Divvy includes automated mileage tracking and calculation for reimbursement. | |
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Travel approval workflow Separate approval flows specifically for travel-related expenses. |
No information available | |
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Integration with travel vendors Direct connection to preferred travel providers, aggregators, or travel agencies. |
Integration with travel vendors possible via APIs, as noted for advanced users in Divvy support materials. | |
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Pre-trip authorization Ability to request and document authorization prior to business travel. |
No information available | |
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Travel spend analytics In-depth analysis and reporting on travel-related spend and trends. |
Vendor and travel spend analytics available through Divvy's analytics dashboard. | |
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Policy violation reports Automatic generation of reports highlighting policy breaches. |
No information available |
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Audit trail logging Immutable, time-stamped record of all actions taken within the system. |
Divvy provides full audit trail logging of all user actions for compliance and transparency. | |
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SOX compliance features Support for Sarbanes-Oxley (SOX) act compliance workflows. |
No information available | |
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Custom retention policies Ability to set how long expense documents/records are retained. |
Document retention policies are customizable in Divvy per expense and fund, based on compliance requirements. | |
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Automated expense matching Automatic cross-referencing of expense reports, card transactions, and receipts. |
Divvy performs automated matching of receipts, card transactions, and expense entries. | |
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Detection of duplicate submissions Automatic flagging of duplicate expense claims. |
Divvy automatically detects and flags duplicate expense submissions. | |
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Exceptions reporting Custom rules for identifying potential compliance breaches. |
Exception rule creation and exception reporting are available in admin controls. | |
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Configurable audit export Ability to quickly export a full audit package with receipts, approvals, and allocations. |
Configurable export of receipts, allocations, and approval history for audits is supported. | |
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GDPR compliance Conformance with EU data privacy regulations. |
Divvy's privacy policy and documentation detail GDPR compliance. | |
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SEC reporting support Assistance with preparing reports/regulatory filings for SEC or other regulators. |
No information available |
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End-to-end data encryption Encryption of data at rest and during transmission. |
Data is encrypted at rest and in transit, per Divvy's security documentation. | |
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Multi-factor authentication Support for MFA on all user accounts. |
Multi-factor authentication is supported for user logins. | |
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Granular access controls Configurable user and group access permissions. |
Admin can set granular access rights by user and role. | |
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Regular penetration testing Third-party conducted security reviews and penetration tests. |
No information available | |
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Data residency options Ability to select where data is physically stored (data center region/country). |
No information available | |
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Automatic session timeout Automatic logout after a period of inactivity. |
Automatic session timeout is settable from the admin dashboard. | |
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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. |
Divvy is a cloud-based SaaS solution accessible from anywhere. | |
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On-premises deployment option Option for on-premises hosting for enhanced control. |
No information available | |
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Uptime guarantee Service level agreement (SLA) commitment to system uptime. |
Divvy provides a 99.9% uptime SLA, listed publicly. | |
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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. |
Divvy is optimized for mobile and tablet devices; responsive design mentioned in marketing. | |
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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). |
Divvy offers 24/7 support via chat and email, as stated on their support site. | |
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Dedicated account manager Assignment of a direct point-of-contact for larger clients. |
Dedicated account managers are provided for mid-market and enterprise customers according to Divvy sales collateral. | |
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Online knowledge base Comprehensive and searchable self-service support resources. |
Extensive searchable online help center and knowledge base are available. | |
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Training resources Online courses, webinars, or in-person training for users. |
Divvy provides recorded training, webinars, and live onboarding calls. | |
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Implementation support Expert assistance during system setup and configuration. |
Implementation and onboarding support are included for all new Divvy customers. | |
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Feature request process Ability for users to suggest new features or enhancements. |
Divvy accepts and tracks feature requests from users. | |
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Response time (support requests) Average initial response time to support tickets. |
No information available |
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