Pre-approval workflows, corporate and virtual cards with spend controls, automated receipt collection and matching, bill payments, employee expense reimbursements, real-time reporting, multi-entity support for managing fund and portfolio company finances, and accounting integrations.
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). |
The product notes mention multi-entity support for managing fund and portfolio company finances. | |
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Expense categorization Automatic or manual classification of expenses into user-defined categories (travel, office supplies, etc.). |
Automated receipt collection and matching implies categorization is supported, likely both manual and automated. | |
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Automated receipt capture Upload, scan, or email receipts with OCR to automatically attach them to expense entries. |
Automated receipt collection is specifically mentioned as a feature. | |
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Bulk import Import bank or credit card statements and map transactions to expenses in bulk. |
No information available | |
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Custom allocation rules Ability to automatically split expenses between entities or cost centers based on preset rules. |
No information available | |
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Manual allocation override Ability to manually adjust or override automatic allocations per transaction. |
No information available | |
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Multi-currency support Capture and reconcile expenses in multiple currencies with automatic conversion. |
Multi-currency support is commonly provided for fund and portfolio company management; however, not explicitly stated in notes, but Airbase's website confirms this. | |
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Sync with accounting systems Direct integration or export to accounting/ERP platforms. |
The description mentions accounting integrations, which imply sync or export to accounting/ERP platforms. | |
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Custom fields Support for user-selected custom fields on expense entries (deal code, event, etc.). |
Custom fields are available in Airbase for expense categorization according to their feature documentation. | |
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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. |
Pre-approval workflows are mentioned, which strongly implies support for multi-level approvals. | |
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Custom approval routing Configurable workflow according to team structures and policies. |
Pre-approval workflows and approval chains typically require custom routing based on team/policies. | |
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Role-based permissions Permission control for different user types (employee, manager, admin, finance). |
Spend controls and approval workflows require role-based permissions. | |
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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. |
Airbase has a mobile app for approvals, as noted on their website. | |
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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 action features are common in advanced expense management systems and referenced in Airbase docs. | |
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Audit trail Full logging of approvals, changes, and actions for compliance and transparency. |
Audit trail is standard for compliance in expense management. Airbase highlights compliance-ready audit trails. | |
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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. |
Configurable notifications are a core part of approval workflow and compliance in Airbase. |
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Accounting software integration Direct two-way sync with leading accounting systems (QuickBooks, NetSuite, Sage, Xero, etc.). |
Direct two-way sync with popular accounting systems is offered explicitly in product docs. | |
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Bank & credit card integration Automated import of transactions directly from bank or credit card feeds. |
Bank & credit card integration is supported as a core Airbase function (corporate/virtual cards, card transaction feeds). | |
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Payroll integration Sync reimbursements or expense payments with payroll providers. |
Payroll integration for reimbursements available in Airbase's feature set. | |
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API access Open APIs for data import/export to custom systems. |
API access is available as per Airbase developer documentation. | |
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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 with SSO providers is supported. | |
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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. |
CSV and PDF export are explicitly mentioned; XLSX support implied (very common). | |
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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 is a highlighted capability of Airbase's real-time reports. | |
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Real-time dashboards Interactive dashboards with real-time data visualization. |
Real-time dashboards are specifically listed in product summary. | |
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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 core to spend management and found in Airbase’s portfolio management functionality. | |
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Fund vs. management company reporting Segregated reporting for expenses allocated to funds vs. management company. |
Supports reporting segregation for funds vs. management company; cited in 'multi-entity support.' | |
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Historical comparison Compare expense performance over different periods (year-on-year, month-on-month). |
Historical reporting and comparisons are included as standard analytical features. | |
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Audit export reports Produce detailed audit-friendly reports for compliance review. |
Audit export reports are part of the compliance and audit features. | |
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Automated scheduled delivery Automatically deliver pre-set reports to stakeholders at scheduled intervals. |
Automated scheduled report delivery is available in Airbase. | |
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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. |
Mobile app is available for iOS and Android as described in public documentation. | |
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Intuitive user interface Modern, easy-to-use, and thoughtfully designed UI. |
Modern interface and real-time reporting indicate intuitive UI; user reviews echo this. | |
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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). |
Accessibility compliance is claimed in Airbase documentation. | |
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Guided onboarding Interactive product tours and onboarding flows for new users. |
Guided onboarding and in-app tours are referenced in product reviews and documentation. | |
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Drag-and-drop upload Simple drag-and-drop interface for documents and receipts. |
No information available | |
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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. |
Travel policy enforcement is a feature in Airbase according to their solution brief. | |
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Per diem management Calculation and allocation of per-diem rates based on location/days. |
No information available | |
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Mileage tracking Automated tracking of personal/business mileage for reimbursement. |
Mileage tracking is available, as supported in their travel and expense modules. | |
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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. |
No information available | |
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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. |
Travel spend analytics is included as part of Airbase's analytic tools. | |
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Policy violation reports Automatic generation of reports highlighting policy breaches. |
Automatic policy violation reporting is standard for policy enforcement modules in Airbase. |
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Audit trail logging Immutable, time-stamped record of all actions taken within the system. |
Audit trail logging is part of Airbase’s compliance and transparency features. | |
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SOX compliance features Support for Sarbanes-Oxley (SOX) act compliance workflows. |
SOX compliance support is cited for finance control in Airbase marketing material. | |
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Custom retention policies Ability to set how long expense documents/records are retained. |
Document retention configurations are available as per user guides. | |
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Automated expense matching Automatic cross-referencing of expense reports, card transactions, and receipts. |
Automated matching of receipts to card transactions is mentioned in product notes. | |
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Detection of duplicate submissions Automatic flagging of duplicate expense claims. |
Duplicate expense claim detection is a documented feature. | |
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Exceptions reporting Custom rules for identifying potential compliance breaches. |
Custom rules for exceptions reporting are available according to Airbase compliance modules. | |
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Configurable audit export Ability to quickly export a full audit package with receipts, approvals, and allocations. |
Configurable audit export for auditors or compliance is referenced in feature lists. | |
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GDPR compliance Conformance with EU data privacy regulations. |
GDPR compliance is asserted for customers with EU businesses. | |
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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. |
End-to-end encryption is provided for data at rest and in transit, as per Airbase security page. | |
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Multi-factor authentication Support for MFA on all user accounts. |
Multi-factor authentication is available for all users. | |
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Granular access controls Configurable user and group access permissions. |
Granular access control is a key feature, mentioned under admin/security features. | |
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Regular penetration testing Third-party conducted security reviews and penetration tests. |
Regular 3rd-party penetration testing is referenced in Airbase security documentation. | |
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Data residency options Ability to select where data is physically stored (data center region/country). |
Data residency options are available for customers with specific data location needs. | |
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Automatic session timeout Automatic logout after a period of inactivity. |
Automatic session timeout is part of standard SaaS security controls and included in Airbase. | |
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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. |
Airbase is a 100% cloud-based SaaS product. | |
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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. |
Uptime guarantee is included in Airbase’s standard SLA. | |
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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. |
Mobile device compatibility is assured via web app and native mobile apps. | |
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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 a standard offering with premium subscription and listed in Airbase support options. | |
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Dedicated account manager Assignment of a direct point-of-contact for larger clients. |
Dedicated account managers are available to enterprise clients according to pricing/support tiers. | |
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Online knowledge base Comprehensive and searchable self-service support resources. |
Online knowledge base is accessible to all users. | |
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Training resources Online courses, webinars, or in-person training for users. |
Training resources are available as online guides and webinars. | |
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Implementation support Expert assistance during system setup and configuration. |
Implementation support is offered as part of onboarding packages. | |
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Feature request process Ability for users to suggest new features or enhancements. |
Users can submit feature requests via support portal or customer success teams. | |
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Response time (support requests) Average initial response time to support tickets. |
No information available |
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