at Financial Technnology Year
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Fyle from Fyle
Real-time expense capture from cards, automated expense policy checks, audit trails, seamless ERP/accounting integrations, and analytics dashboards. Built for lean venture and finance operations.
Product analysis by function
Expense Management Systems for Operations and Finance
Tools tracking operational expenses, travel costs, and allocation of expenses between management company and funds.
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Core Expense Tracking
(6 Yes /6 Known /11 Possible features)
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Multi-entity support Ability to track and allocate expenses across multiple legal entities (e.g., management company, multiple funds). |
Fyle supports multi-entity setups, as indicated in documentation and is marketed for venture and finance operations (funds/management companies). | |
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Expense categorization Automatic or manual classification of expenses into user-defined categories (travel, office supplies, etc.). |
Automated expense categorization is a standard feature highlighted on Fyle's website and product sheets. | |
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Automated receipt capture Upload, scan, or email receipts with OCR to automatically attach them to expense entries. |
Fyle offers automated receipt capture via email, mobile app, and OCR (from site). | |
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Bulk import Import bank or credit card statements and map transactions to expenses in bulk. |
Bulk import via bank/credit card feed is native (real-time card feeds, per website). | |
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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 and conversion mentioned in resources and knowledge base. | |
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Sync with accounting systems Direct integration or export to accounting/ERP platforms. |
Direct integration with ERPs/accounting systems is called out as a core feature by Fyle. | |
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Custom fields Support for user-selected custom fields on expense entries (deal code, event, etc.). |
No information available | |
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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 |
Approval Workflow
(7 Yes /7 Known /10 Possible features)
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Multi-level approvals Support for multi-step approval chains based on dollar amounts, departments, or entity. |
Multi-level approval chains are configurable for different spend levels/roles (from product documentation). | |
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Custom approval routing Configurable workflow according to team structures and policies. |
Custom approval routing/workflows are specifically promoted as a feature for lean teams and organizations. | |
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Role-based permissions Permission control for different user types (employee, manager, admin, finance). |
Role-based access and permission controls are included in Fyle's product features for admins, managers, and employees. | |
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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. |
Fyle provides mobile app support for approvals (iOS/Android app with approval workflows). | |
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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 approvals (approving multiple expenses at once) is mentioned in usage guides and UI screenshots. | |
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Audit trail Full logging of approvals, changes, and actions for compliance and transparency. |
Full audit trails for compliance are explicitly called out in the website and marketing material. | |
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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. |
Customizable notifications (email, push) for approvals and expense status are selectable in user preferences. |
Integration & Connectivity
(5 Yes /6 Known /8 Possible features)
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Accounting software integration Direct two-way sync with leading accounting systems (QuickBooks, NetSuite, Sage, Xero, etc.). |
Deep integration with QuickBooks, NetSuite, Xero, and other platforms indicated on integrations page. | |
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Bank & credit card integration Automated import of transactions directly from bank or credit card feeds. |
Automated bank and credit card transaction import is a highlighted primary capability. | |
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Payroll integration Sync reimbursements or expense payments with payroll providers. |
Not as far as we are aware.* Payroll integration is not mentioned in core functionality/features—focus is on expense reimbursement via AP, not direct payroll integration. | |
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API access Open APIs for data import/export to custom systems. |
API access is documented and available for integrations (reference: developer portal and API docs). | |
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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 options via Google Workspace, Microsoft, Okta, etc., detailed in admin setup material. | |
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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. |
Export to CSV, XLSX, PDF, and custom export templates are features shown in reporting guides. | |
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Integration setup speed Average time required to connect and configure an integration. |
No information available |
Reporting & Analytics
(7 Yes /7 Known /8 Possible features)
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Custom reporting Create, save, and schedule custom reports by team, entity, expense type, etc. |
Custom reporting and dashboard creation are marketed as analytics/reporting features. | |
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Real-time dashboards Interactive dashboards with real-time data visualization. |
Real-time interactive dashboards are highlighted in analytics overview. | |
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Budget tracking & variance analysis Track budgets by cost center/entity and analyze variance vs. forecasts. |
Budget tracking and variance analysis (by entity, cost center) available as per product screenshot and site copy. | |
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Fund vs. management company reporting Segregated reporting for expenses allocated to funds vs. management company. |
Fund vs management company and entity-level reporting available for VC/finance clients. | |
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Historical comparison Compare expense performance over different periods (year-on-year, month-on-month). |
Historical comparison and trend analytics shown in reporting dashboard materials. | |
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Audit export reports Produce detailed audit-friendly reports for compliance review. |
Audit-friendly export reports (including attached receipts, logs) available. | |
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Automated scheduled delivery Automatically deliver pre-set reports to stakeholders at scheduled intervals. |
Automated scheduled report delivery described as a reporting feature. | |
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Report generation speed Average time to generate and export a standard report. |
No information available |
User Experience & Accessibility
(4 Yes /4 Known /8 Possible features)
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Mobile app availability Native mobile apps for iOS and Android. |
Native mobile apps for iOS and Android are available and recommended for approvals/capture. | |
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Intuitive user interface Modern, easy-to-use, and thoughtfully designed UI. |
Modern design and intuitive user interface are widely cited in user reviews and product walkthroughs. | |
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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). |
No information available | |
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Guided onboarding Interactive product tours and onboarding flows for new users. |
Onboarding tours and pop-up guides are referenced in setup documentation. | |
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Drag-and-drop upload Simple drag-and-drop interface for documents and receipts. |
Drag-and-drop upload supported in web and mobile application. | |
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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 |
Travel & Policy Management
(5 Yes /5 Known /9 Possible features)
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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. |
Automated policy checks and flagging for non-compliant expenses is a core claim of Fyle. | |
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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 and capture for reimbursement mentioned in feature list. | |
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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. |
Some travel vendor integration (e.g., Uber) covered, but Fyle is not a full travel booking tool. | |
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Pre-trip authorization Ability to request and document authorization prior to business travel. |
Pre-trip approval workflows can be set—referenced in product help center. | |
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Travel spend analytics In-depth analysis and reporting on travel-related spend and trends. |
No information available | |
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Policy violation reports Automatic generation of reports highlighting policy breaches. |
Policy violation and compliance reporting appears within analytics module. |
Compliance & Audit Controls
(6 Yes /6 Known /9 Possible features)
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Audit trail logging Immutable, time-stamped record of all actions taken within the system. |
Audit trail logging (including timestamps and immutable logs) referenced in compliance documentation. | |
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SOX compliance features Support for Sarbanes-Oxley (SOX) act compliance workflows. |
No information available | |
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Custom retention policies Ability to set how long expense documents/records are retained. |
No information available | |
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Automated expense matching Automatic cross-referencing of expense reports, card transactions, and receipts. |
Automated expense matching between receipts, card feeds, and reports is included. | |
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Detection of duplicate submissions Automatic flagging of duplicate expense claims. |
Duplicate submission detection is included as a standard feature. | |
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Exceptions reporting Custom rules for identifying potential compliance breaches. |
Exceptions reporting for suspicious or non-compliant transactions configurable. | |
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Configurable audit export Ability to quickly export a full audit package with receipts, approvals, and allocations. |
Audit export (with receipts, approvals, allocations) available in audit/export menu. | |
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GDPR compliance Conformance with EU data privacy regulations. |
EU privacy compliance (GDPR) is claimed in privacy and compliance statement. | |
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SEC reporting support Assistance with preparing reports/regulatory filings for SEC or other regulators. |
No information available |
Security & Data Privacy
(3 Yes /3 Known /7 Possible features)
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End-to-end data encryption Encryption of data at rest and during transmission. |
Data encryption at rest and in transit are part of the security/enterprise FAQ. | |
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Multi-factor authentication Support for MFA on all user accounts. |
Multi-factor authentication enforced or available via SSO/identity providers. | |
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Granular access controls Configurable user and group access permissions. |
Granular user/team/team role permission management supported. | |
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Regular penetration testing Third-party conducted security reviews and penetration tests. |
No information available | |
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Data residency options Ability to select where data is physically stored (data center region/country). |
No information available | |
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Automatic session timeout Automatic logout after a period of inactivity. |
No information available | |
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Audit log retention period Length of time full security audit logs are available for review. |
No information available |
Deployment & Scalability
(2 Yes /2 Known /6 Possible features)
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Cloud-based deployment Hosted in a secure cloud environment accessible from anywhere. |
Fyle is primarily deployed as a secure, cloud-based SaaS solution. | |
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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. |
No information available | |
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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. |
Designed and optimized for use on a range of mobile/tablet devices. | |
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Integration sandbox Test environment for integration development and QA. |
No information available |
Support & Service
(5 Yes /5 Known /7 Possible features)
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24/7 customer support Access to support agents at any time, with multiple channels (chat, phone, email). |
24/7 support options via chat/email support are indicated on the support/contact page. | |
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Dedicated account manager Assignment of a direct point-of-contact for larger clients. |
No information available | |
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Online knowledge base Comprehensive and searchable self-service support resources. |
Online knowledge base is public and comprehensive (help.fylehq.com). | |
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Training resources Online courses, webinars, or in-person training for users. |
Training webinars, documentation, and support resources referenced in support section. | |
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Implementation support Expert assistance during system setup and configuration. |
Implementation/setup support is mentioned both in customer testimonials and onboarding documentation. | |
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Feature request process Ability for users to suggest new features or enhancements. |
Users can submit a feature request from within the platform or support site. | |
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Response time (support requests) Average initial response time to support tickets. |
No information available |
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