This review was last updated by
This CRM Review examines Insperity™ ExpensAble®.
In-Depth CRM Review
19001 Crescent Springs Drive
Kingwood, TX 77339-3802
CRM Category: Sales Management Support – Cloud
Sub-Category: Expense Account Management
Seats: SMB/Small Enterprise
About the Company:
Insperity, a trusted advisor to America’s best businesses for more than 27 years, provides an array of human resources and business solutions designed to help improve business performance. Insperity™ Business Performance Advisors offer the most comprehensive suite of products and services available in the marketplace. Insperity delivers administrative relief, better benefits, reduced liabilities and a systematic way to improve productivity through its premier Workforce Optimization™ solution. Additional company offerings include Human Capital Management, Payroll Services, Time and Attendance, Performance Management, Organizational Planning, Recruiting Services, Employment Screening, Financial Services, Expense Management, Retirement Services and Insurance Services.
- Founded: April 1986
- Headquarters: Houston, Texas
- Locations: 57 U.S. offices
- 2012 Revenues: $2.2 billion
- No. of Corporate Employees: 2,200
- No. of Clients/Customers: More than 100,000 businesses with over 2 million employees
Insperity (NSP) is traded on the NYSE.
About the Product:
If your company is looking to cut costs and gain better control of its expenses, Insperity® ExpensAble® will help to automate and streamline your expense reporting, saving you money and giving you visibility into where it’s being spent.
Expense management made easy
- Track, record and control expenses
- Get accurate information in real time
- Customize reports
- Save time and resources
- Enforce spending policies
- Manage expenses on the go
- Synchronize with existing systems
Insperity® ExpensAble® technology solutions are designed to manage the entire expense reporting process: from creating each report to approval, audit, reimbursement and analysis. ExpensAble can make things easier for expense filers, approvers and administrators.
- Custom configuration makes start-up and fine-tuning easy
- Select expense policies to fit your needs
- Create company-specific expense types, bill-to groups and individual users
- Define the approval workflow for optimum efficiency
- Assign proxy submitters or approvers for when you’re unavailable
- Operate offline, with automatic sync when you have a connection
- Accounting systems interface with ability to import data
- Use your payroll system to send reimbursements
- Easily access receipts online for audits
- Access itinerary data from multiple booking tools
- Get easy access with self-service and support
- Identify preferred vendors and travel policies
- Convert paper receipts into electronic receipts with a smartphone camera
- Instant submission and approval of expenses
- Simplify international travel with currency converter
- Pre-population of corporate or personal credit cards saves time and paperwork
- Employees can view and populate charges as they happen
- Charges uploaded nightly to corporate card, with posting to expense reports the next day
- ExpensAble™ Plus MasterCard® available for even more control and efficiency
- Customize expense reports based on your company’s standards
- Take the guesswork out of analytics
- Mitigate risk and understand spending trends
- Go over data by expense type, merchants, departments and employees
- Policy violations flagged as they happen, notifying users in real time
Manage expenses with ease – every step of the way
For the filer
- Save receipts electronically with the app, email or scanning
- No more guessing about approved vendors or expenses
- Easily add pre-populated expenses paid by personal or corporate credit card
- Integrate airfare, hotel and car rentals from travel bookings into the report
- Know where your reimbursement is with real-time status updates
For the approver
- Email notification lets you know when there are reports to review
- View expenses and receipts in one place – no paperwork to shuffle
- Policy exceptions or violations are flagged
- See everything you need to determine whether to reject or approve report
- Immediately sent to next person in workflow chain
For the administrator
- A suite of graphical reports show spending trends
- See spending by vendor category, department and individual
- Get monthly and year-to-date breakdown
- Enjoy greater visibility to set policies and manage business expenses
- Use the stats to negotiate better vendor rates
For the accountant
- Eliminate reconciliation headaches with electronic receipt attachments
- Review, audit and reimburse in one space
- No more double-data entry; export data into third-party expense systems
- Approved reports batched together and mapped to third-party systems
- Proactive notification lets you see incoming reports as they happen
- Reimbursement made easy through integrated systems
For complete pricing details, please contact the company directly, see:
For a proper demo of this CRM solution:
For a proper demo of this CRM solution, please contact the company directly.
Rich’s View of Insperity™ ExpensAble®:
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O.K., full disclosure, Andy Zoltners was a professor of mine at Northwestern. Sure, I still like the guy. But these are great books. I wish that I had them when I was a sales manager!