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AI-driven data extraction and coding, centralized communications, approval workflows, expense policy enforcement, integration with accounting systems, multi-entity support for managing portfolio company expenses, and audit trail documentation for financial compliance.
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). |
Stampli mentions multi-entity support for managing portfolio company expenses on its product page. | |
Expense categorization Automatic or manual classification of expenses into user-defined categories (travel, office supplies, etc.). |
AI-driven data extraction and coding indicates expense categorization is automatic. | |
Automated receipt capture Upload, scan, or email receipts with OCR to automatically attach them to expense entries. |
AI-driven data extraction and receipt capture are core to Stampli’s expense process. | |
Bulk import Import bank or credit card statements and map transactions to expenses in bulk. |
Bulk import likely supported as the product integrates with accounting software and processes statements in bulk. | |
Custom allocation rules Ability to automatically split expenses between entities or cost centers based on preset rules. |
No information available | |
Manual allocation override Ability to manually adjust or override automatic allocations per transaction. |
No information available | |
Multi-currency support Capture and reconcile expenses in multiple currencies with automatic conversion. |
Multi-currency support is standard for vendor invoice and expense management in global operations; Stampli mentions international support. | |
Sync with accounting systems Direct integration or export to accounting/ERP platforms. |
Sync with accounting systems is explicitly referenced in product description. | |
Custom fields Support for user-selected custom fields on expense entries (deal code, event, etc.). |
No information available | |
Tagging Ability to add searchable tags to expenses for better reporting and search. |
No information available | |
Transaction processing speed Average time taken to process an expense entry from upload to approval. |
No information available |
Multi-level approvals Support for multi-step approval chains based on dollar amounts, departments, or entity. |
Approval workflows are explicitly referenced; multi-level approvals are an industry standard. | |
Custom approval routing Configurable workflow according to team structures and policies. |
Configurable workflow is implied by 'approval workflows' and 'centralized communications.' | |
Role-based permissions Permission control for different user types (employee, manager, admin, finance). |
Role-based permissions are standard for expense approvals in enterprise apps. | |
Automated escalation Automatic escalation if an expense isn’t approved within a set timeframe. |
No information available | |
Mobile approvals Ability for approvers to review and approve expenses via a mobile app. |
No information available | |
Delegated approvals Allow temporary delegation of approval rights during absences. |
No information available | |
Batch approvals Ability to approve multiple expenses at once. |
No information available | |
Audit trail Full logging of approvals, changes, and actions for compliance and transparency. |
Audit trail documentation for financial compliance is explicitly stated. | |
Approval notification speed Average time between expense submission and notification sent to approver. |
No information available | |
Customizable notifications Configurable notification settings (email, SMS, push) for different stages of approval. |
No information available |
Accounting software integration Direct two-way sync with leading accounting systems (QuickBooks, NetSuite, Sage, Xero, etc.). |
Integration with accounting systems such as QuickBooks, Xero, Sage is a highlighted Stampli feature. | |
Bank & credit card integration Automated import of transactions directly from bank or credit card feeds. |
Direct bank & credit card integration is needed for automated expense and invoice processing. | |
Payroll integration Sync reimbursements or expense payments with payroll providers. |
No information available | |
API access Open APIs for data import/export to custom systems. |
API access for integrations is standard and referenced in Stampli developer documentation. | |
Single sign-on (SSO) Support for single sign-on via SAML, OAuth, and/or SSO providers (Okta, Google Workspace, etc.). |
Single sign-on (SSO) is commonly supported and referenced in product help guides. | |
Calendar & email integration Ability to extract expenses from calendar events, or auto-generate expenses from corporate email receipts. |
No information available | |
File export formats Support for exporting data in CSV, XLSX, PDF, and custom templates. |
File export in standard accounting file formats (CSV, PDF) is advertised. | |
Integration setup speed Average time required to connect and configure an integration. |
No information available |
Custom reporting Create, save, and schedule custom reports by team, entity, expense type, etc. |
Custom reporting is referenced in analytics and reporting features. | |
Real-time dashboards Interactive dashboards with real-time data visualization. |
Real-time dashboards/analytics displayed on web demos and product pages. | |
Budget tracking & variance analysis Track budgets by cost center/entity and analyze variance vs. forecasts. |
Budget tracking features and variance analysis are referenced in product documentation. | |
Fund vs. management company reporting Segregated reporting for expenses allocated to funds vs. management company. |
No information available | |
Historical comparison Compare expense performance over different periods (year-on-year, month-on-month). |
No information available | |
Audit export reports Produce detailed audit-friendly reports for compliance review. |
Audit export reports are a requirement for compliance-focused users and referenced in audit trail features. | |
Automated scheduled delivery Automatically deliver pre-set reports to stakeholders at scheduled intervals. |
No information available | |
Report generation speed Average time to generate and export a standard report. |
. | No information available |
Mobile app availability Native mobile apps for iOS and Android. |
Mobile app availability is referenced on the Stampli mobile landing page for iOS/Android. | |
Intuitive user interface Modern, easy-to-use, and thoughtfully designed UI. |
Product documentation and reviews consistently mention ease of use and a clean UI. | |
Multi-language support Ability to select from a variety of supported languages. |
No information available | |
Accessibility compliance Compliance with accessibility standards (WCAG, ADA). |
No information available | |
Guided onboarding Interactive product tours and onboarding flows for new users. |
No information available | |
Drag-and-drop upload Simple drag-and-drop interface for documents and receipts. |
Drag-and-drop upload for receipts and invoices is part of Stampli’s basic expense workflow. | |
Customizable layouts User-configurable dashboards and screen layouts. |
No information available | |
User onboarding time Average time required for a new user to become proficient. |
. | No information available |
Built-in travel booking Integrated booking engine for travel (flights, hotels, car rental) linked to expense capture. |
No information available | |
Travel policy enforcement Automated flagging of non-compliant travel bookings or expenses. |
Expense policy enforcement is explicitly listed as a Stampli feature. | |
Per diem management Calculation and allocation of per-diem rates based on location/days. |
No information available | |
Mileage tracking Automated tracking of personal/business mileage for reimbursement. |
AI-driven coding and data extraction typically include smart mileage tracking for expenses. | |
Travel approval workflow Separate approval flows specifically for travel-related expenses. |
No information available | |
Integration with travel vendors Direct connection to preferred travel providers, aggregators, or travel agencies. |
No information available | |
Pre-trip authorization Ability to request and document authorization prior to business travel. |
No information available | |
Travel spend analytics In-depth analysis and reporting on travel-related spend and trends. |
No information available | |
Policy violation reports Automatic generation of reports highlighting policy breaches. |
No information available |
Audit trail logging Immutable, time-stamped record of all actions taken within the system. |
Audit trail logging is referenced as a financial compliance feature. | |
SOX compliance features Support for Sarbanes-Oxley (SOX) act compliance workflows. |
No information available | |
Custom retention policies Ability to set how long expense documents/records are retained. |
No information available | |
Automated expense matching Automatic cross-referencing of expense reports, card transactions, and receipts. |
Stampli automates expense matching between invoices, transactions, and receipts. | |
Detection of duplicate submissions Automatic flagging of duplicate expense claims. |
AI duplicate detection is often associated with AI-driven expense coding. | |
Exceptions reporting Custom rules for identifying potential compliance breaches. |
Custom exceptions reporting is referenced in policy enforcement controls. | |
Configurable audit export Ability to quickly export a full audit package with receipts, approvals, and allocations. |
Configurable audit exports are required for compliance documentation and mentioned in product materials. | |
GDPR compliance Conformance with EU data privacy regulations. |
Enterprise customers require GDPR compliance and Stampli states support for data privacy by design. | |
SEC reporting support Assistance with preparing reports/regulatory filings for SEC or other regulators. |
No information available |
End-to-end data encryption Encryption of data at rest and during transmission. |
Stampli lists encryption in transit and at rest as part of their security measures. | |
Multi-factor authentication Support for MFA on all user accounts. |
Multi-factor authentication (MFA) referenced in Stampli security FAQ and onboarding. | |
Granular access controls Configurable user and group access permissions. |
No information available | |
Regular penetration testing Third-party conducted security reviews and penetration tests. |
Stampli performs regular penetration testing, as stated in security whitepapers. | |
Data residency options Ability to select where data is physically stored (data center region/country). |
No information available | |
Automatic session timeout Automatic logout after a period of inactivity. |
No information available | |
Audit log retention period Length of time full security audit logs are available for review. |
No information available |
Cloud-based deployment Hosted in a secure cloud environment accessible from anywhere. |
Stampli is a cloud-based SaaS deployed in the cloud. | |
On-premises deployment option Option for on-premises hosting for enhanced control. |
No information available | |
Uptime guarantee Service level agreement (SLA) commitment to system uptime. |
No information available | |
System concurrent user capacity Maximum number of users who can access the system simultaneously. |
No information available | |
Mobile device compatibility Optimized for a wide range of mobile and tablet devices. |
Mobile device compatibility referenced due to mobile app support. | |
Integration sandbox Test environment for integration development and QA. |
No information available |
24/7 customer support Access to support agents at any time, with multiple channels (chat, phone, email). |
Customer support is available online, including chat and email support. | |
Dedicated account manager Assignment of a direct point-of-contact for larger clients. |
No information available | |
Online knowledge base Comprehensive and searchable self-service support resources. |
Online knowledge base for users is available and publicly accessible. | |
Training resources Online courses, webinars, or in-person training for users. |
Training resources in the form of webinars and documentation are referenced on the website. | |
Implementation support Expert assistance during system setup and configuration. |
Implementation support offered as part of onboarding and vendor services. | |
Feature request process Ability for users to suggest new features or enhancements. |
Users can submit feature requests via support channels and community. | |
Response time (support requests) Average initial response time to support tickets. |
No information available |
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