What is the Standard/Basic Plan?
The Standard/Basic plan covers submitting expenses, allocations, approvers, and search. It also includes unlimited document storage for uploaded receipts. Approver heirachy, email notification and more.
Can we customize what contracts & grants get allocated?
Yes, we custom set-up the process on which department or staff member allocates contract and grant expenses
Do we receive an email notification of an expense?
Yes. All approvers will receive a notification of an expense for approval. Once approved or rejected the staff and/or finance department will also recieve it.
Can I export data?
All data is completely portable to a CSV
What kind of support do you offer?
We offer 1 one site training and then email and chat support between the hours of 9:30am – 4:30pm Monday-Friday with the exception of holidays.
What payment methods do you accept?
We accept all major credit cards through Stripe Payments.
A 3% charge is added to all credit card payments.
For ACH payments there is a $10 charge.
We also accept checks.
If paying by check please make payable to:
I have other questions
Sure please email firstname.lastname@example.org for help.