Expense Management

What is Expense Management?

Simplify expense management and access key cost drivers on demand

With Expense Management, simplify and accelerate expense forecasting, planning, and analysis. Adaptive Insights helps you more accurately budget costs, identify areas of cost savings, and get a complete view of the company's total spend.

Get more visibility, better cost control

From workforce to capital, from travel to maintenance, and more, the intuitive modeling app gives you the flexibility to budget expenses your way. Managers can enter department-specific notes and plan at the summary account level or by detailed line item. Get full visibility into costs to better manage spending.

Optimize costs with Expense Management

Visualize key metrics such as total cost per employee, operating expense ratio, and spending by region with interactive dashboards. Track trends over time to compare and identify patterns – and reallocate costs with dynamic expense forecasts that are updated in real time.

Put self-service variance reports in the hands of managers

Hold managers accountable for expense budgets with self-service variance reports. Managers can search for real data, even transactions, and add comments – all in a web browser. With Expense Management's snapshots to keep records of actual data versus budget and one-click monthly rollforward, it's the perfect way to move to a self-service variance model.

Enhance collaboration through powerful workflow tracking

Track budget submissions with automated workflow. Email alerts notify approvers that expense budgets are ready for review, and visual process management allows you to assign tasks to users or departments and track status through closing. This collaborative expense planning and monitoring helps improve manager engagement and accountability.

Make expense allocations your way with Expense Management

The integrated rules mechanism simplifies expenditure allocations. Choose the source and recipient departments, what will be allocated and the methodology - number of employees, square footage, units and more - and the rules will be evaluated automatically, without circular references. Always-on allocations are updated as spending changes, giving you a complete view of costs across departments.

See the impact of changes with integrated driver-based planning

Understand how expenses directly affect your margins and cash flow, so you can manage more efficiently. With integrated driver-based planning, you immediately see the impact of changes. Increase or decrease a driver, such as headcount, and Expense Management automatically updates capital expenditures, rental allocations, benefits expenses, and even anticipated potential revenue.

System Requirements

Internet Explorer 11

Mac OS X 10.11

The latest version of Chrome