Streamline expense processes and keep your records accurate.
Managing expenses can quickly become time-consuming, from chasing receipts, and reconciling transactions to ensuring claims are submitted correctly and on time.
SmartPA provides flexible expense management support to help you streamline processes, maintain accurate records, and reduce the administrative burden on your team. Ideal as a standalone service or the perfect companion to bookkeeping and/or travel management support, we'll work within your existing systems and processes to keep everything running smoothly.
Professional support across your expense management.
Whether you need ongoing support or help during busy periods, our experienced team can support with:
Expense claim processing
Receipt collection and management
Receipt reconciliation
Expense reporting
Tracking outstanding receipts
Stakeholder follow-up
Monthly reconciliations
Expense audits
Compliance checks
Process improvement and quality assurance
...and much more.
Software we support
We'll always work within your existing systems and processes wherever possible.
Our SmartPAs are experienced in a range of leading expense management and finance platforms, including:
SAP Concur
Expensify
Xero
Sage
QuickBooks
Zoho
FreshBooks
Getting started is simple.
Working with SmartPA couldn't be easier.
Tell us what you need
Share your expense processes, systems, and reporting requirements.
We manage the administration
We'll process expense claims, reconcile receipts, follow up on outstanding information and keep your records organised, accurate, and compliant.
Keep your expenses on track
With reliable expense management support behind the scenes, you'll have better visibility of business spending, reduced administrative effort, and smoother financial processes.
Support that fits your business.
Every organisation manages expenses differently. Whether you need ongoing support with day-to-day expense administration or additional resource during busy periods, we'll adapt to your existing policies, approval processes, and financial systems.
Organisations typically use SmartPA's automation and process improvement services to:
Reduce the time spent processing expense claims and chasing receipts
Improve compliance with internal expense policies and approval processes
Support finance teams during month-end and reporting periods
Maintain accurate records for smoother bookkeeping and financial reporting
Manage expenses alongside business travel and event coordination
Reduce the administrative burden on employees, managers and finance teams
FAQs
SmartPA can take care of the administrative side of expense management, including processing expense claims, collecting and tracking receipts, reconciling transactions, maintaining accurate records and helping ensure expenses are submitted correctly.
The level of support is tailored to your organisation's processes and requirements.
Not at all. SmartPA can usually work within your existing systems and processes, whether that's a dedicated expense management platform, accounting software or a spreadsheet-based process.
If we identify opportunities to improve efficiency, we'll happily make recommendations, but there's no requirement to change systems.
Absolutely. Expense management often forms part of a wider bookkeeping process. By managing expenses, receipts and financial records consistently, SmartPA can help ensure information flows smoothly into your bookkeeping, reporting and reconciliation processes.
It also works particularly well alongside our travel management service, helping keep bookings, receipts and expenses connected from start to finish.
Yes. SmartPA works within your existing approval workflows, compliance requirements and reporting processes, ensuring expense management integrates seamlessly with the way your organisation already operates.
The cost depends on the volume of expenses, the complexity of your processes, and the level of support required.
If expense management forms part of an ongoing retained support package, you can view our standard pricing options here: Pricing Information | SmartPA.
Where expense management is provided alongside bookkeeping support, this may be delivered by a specialist SmartPA with relevant bookkeeping experience. We'll take the time to understand your requirements and provide a tailored quote based on the scope of support needed.