Expense Management
Built for Finance Teams
That Close in Days.

Expense Management software, sometimes called expense report software or an expenses management platform, captures, categorizes, approves, and reports on the business expenses employees incur for the company. Jesto's Expense Management runs the full workflow inside the Finance & Accounting module, from mobile receipt capture to ledger posting and real-time financial reports, with every expense tagged to the project, client, or employee it belongs to.

Employees photograph receipts from the Jesto mobile app or forward email receipts to a personal Jesto address, purpose built for employee expense management on the go. Optical character recognition reads vendor, amount, date, currency, and tax fields automatically. Employees confirm or correct the extracted data and add tags before submitting.

Yes. You define spending rules by category, role, employee, or project. When an employee submits an out of policy expense, the system shows the rule that was violated and asks for justification or a corrective action. Policy violations are caught at submission, not at month end audit.

Approvals follow rules you configure: amount thresholds, category specific routing, manager hierarchy from the HR module, or project owner from the Projects module. Approvers see a unified queue on web and mobile with receipt, rule match, and project context attached to each item.

Yes. Because Expense Management is part of the same platform as Project Management and CRM, every expense can be tagged to a real project or client at submission. Project budgets update in real time and client billable expenses flow into the next invoice draft.

The AI Assistant suggests categories and tags based on the employee's past submissions and flags anomalies such as duplicate receipts, sudden vendor frequency changes, or expenses out of step with the employee's normal pattern. Finance reviews exceptions instead of every line.

Reimbursable expenses feed into payroll integration (Jesto integrates with payroll providers but does not process payroll itself) or into the accounts payable workflow inside the Finance module. The actual money movement is performed by your payroll or AP system, not by Jesto.

Yes. Receipts and expense data are encrypted in transit and at rest. Access follows the role based permissions from the rest of Jesto, so employees see their own expenses, managers see their team, and finance sees everything. Jesto is GDPR compliant; SOC 2 Type II status should be verified in the security documentation before procurement.