Proactive policy philosophy

When it comes to spend management, confidence should come with it. 
No more “spend now, ask forgiveness later,” mentality.
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Apply a policy to one or more budgets

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Give employees different levels of control

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See transactions
as they happen

Dashboard mockup

Control more, guess less

Create a policy with a set of controls to avoid surprise expenses. These spend controls can be based on who the merchant is, how much the transaction is, if a receipt is required, who should approve the transaction (and in what order), and more.

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Set customizable limits

Set a target spending limit for each of your budgets to determine how much can be spent and who can spend over a budget—with or without a buffer. Depending on what your business needs are, you can be stricter with some budgets and more flexible with others.

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Dashboard mockup
Dashboard mockup

“Our biggest problem was not knowing who was spending what, and chasing down “unknown” credit card charges at end of the month. And now, the department heads know, prior to spend, what is being spent! These controls have made it a game changer.”

Joan Stefan
Accounts Payable Manager - The Haverford School

Easy management

Our policies and budgets have their own dashboards with all of the most critical information surfaced to the top. Spend controls within policies and even members within budgets can all be easily managed from one place.

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Dashboard mockup
Dashboard mockup

Delegate ownership

Organize budgets and the policies assigned to them into different groups to easily visualize your business finances. Assign a group owner to oversee one or more groups so they can manage funds without interruptions, and without spending beyond the group’s spending limit and policy.

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Real-time tracking

See all your business transactions in real-time. Know where your spending stands without having to wait until the end of the month. With BILL Spend & Expense, you’ll always know where your money is.

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Dashboard mockup
Dashboard mockup

“The visibility into spend before BILL Spend & expense would be the day we received a receipt from a credit card. Now that we know how much we’re giving each employee to spend we’re able to forecast budgets months in advance.”

Lilly Ward
Corporate Accountant by Noom