Free guide

3 key expense management requirements for success

Hybrid work dissolved the perimeter of corporate spending. A guide for finance and IT on the three things an expense platform has to get right: interoperability, flexibility and security.

Inside, you'll learn:

How to test whether a platform really plugs into your ERP, HR system and card provider
What flexibility means in practice: modernising in stages, costs that follow usage, central control
How to verify security rather than take it on faith, plus an evaluation checklist for your shortlist

22 pages · 3 requirements · Evaluation checklist

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What's inside

Does it plug in, does it scale both ways, can you prove it?

01Interoperability. Expense data reaches your ERP, HR system and card provider without anyone exporting a file to get it there.
02Flexibility. Modernise in stages, pay for what you use, and govern the whole estate from one place.
03Security. Certificates, scope statements and test results your own team can read before you sign.

Written for the people who sign it off and the people who make it work

For the decision-maker

Finance Director, Financial Controller

Three tests to put to every platform on your shortlist, each answerable with evidence rather than a conversation about intent.

For the team doing the work

IT, security and AP teams

The questions to ask in the demo, from what happens when a sync fails to who holds the certificates.

28%

upper estimate for the share of the UK workforce now working hybrid

52%

of remote-capable US employees are on a hybrid schedule

questions that decide whether a platform still works for you in three years

“Storage King Australia & New Zealand has relied on the platform for over two years and uses it across all managed entities and locations. We find the team very responsive and excellent to work with and the platform has delivered significant efficiencies, management and control for our finance and operation teams.”

Reiner Low, CFO, Storage King Australia & New Zealand