Accountants and Bookkeepers

Empowering Accountants and Bookkeepers to drive business transformation through streamlined and precise expense management.


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Compliance and Reporting

Expense Management for all Businesses

Expend's expense management platform is designed to deliver numerous benefits for Accountants and their clients.

With our platform and mobile app, employees can effortlessly manage all types of expense claims in a single, convenient place. From uploading receipts and invoices to tracking mileage and managing subscriptions, we cover all aspects of expense management. 

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Work smarter

Unleash Expense Superpowers

One key advantage of working with Expend is the automatic receipt chasing feature, which eliminates the tedious task of chasing missing receipts for expense reports.

Our Expend Extract tool is also included, enabling efficient line item data extraction. This saves valuable time and ensures accurate record-keeping.

With customisable approval flows, expense claims can be approved or rejected by different managers within a business, sharing the admin. This streamlined process enhances efficiency, reduces manual errors, and allows for better control over expense management.


ACCOUNTING SOFTWARE INTEGRATIONS

Seamless Accounting Integrations

Accountants can integrate Expend with their client's accounting software, such as Xero or QuickBooks, to achieve effortless synchronisation of approved expense transactions.

With just one tap, all expense data, including purchases made on both Expend and non-Expend cards, receipt photos, mileage records, and out-of-pocket claims can be linked to the relevant bank feeds or bills in the accounting software.

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Moving Clients to Expend

Getting clients into Expend is easy! Our Expend Switch Guarantee* means you can be confident we will have your clients transferred seamlessly to our service - within 30 days.
*Guarantee assumes client contact is successful and required documentation is submitted within timeframe.

Introduction

We will arrange a call with your client and introduce ourselves, or you can introduce us

Onboarding

We will onboard all new users and provide free training and help guides

Ready!

Your clients are ready to start using Expend straight away

Learn more about how we can help you and your clients

Features

Feature
Expend Expert for Accountants

Expense Management

FeatureExpend Expert for Accountants
Automated receipt chasingIncluded
Expend Extract (digital receipt capture)Included
Automatic invoice retrieval from emailsIncluded
Out-of-pocket expensesIncluded
Connect any bank cardIncluded
Expense approval flowsIncluded
Set unique spending limits per user (Expend cards)Included
Apple Pay and Google Pay for Expend cardsIncluded
Create teams and assign expense approval rolesIncluded

Card and Platform Security

FeatureExpend Expert for Accountants
Two-Factor Authentication (2FA)Included
Turn on/off Magstripe use on Expend cardsIncluded
3D Secure on Expend cardsIncluded
Individual spending limits on every Expend cardIncluded
Manage security controls on Expend cardsIncluded

Insights

FeatureExpend Expert for Accountants
Real-time overview of all expensesIncluded
Dashboard for spending analyticsIncluded

Automated Bookkeeping

FeatureExpend Expert for Accountants
Accounting system integrationsIncluded
External bookkeeper accessIncluded
Automatic missing receipt remindersIncluded

Help and Support

FeatureExpend Expert for Accountants
Access to Help Guides & FAQsIncluded
Free onboarding webinarsIncluded
LiveChat supportIncluded
Email supportIncluded
Phone supportIncluded
121 Training sessionsIncluded
Dedicated Account Partner ManagerIncluded

Expend Card Fees

FeatureExpend Expert for Accountants
Foreign Exchange Fee for Expend card payments1.5%
Cash withdrawal fee (per transaction)£2 within the UK, £3 outside the UK

FAQs

Is it easy to add my clients to Expend?

We can easily invite your clients to Expend in a few minutes. There is no complicated onboarding process, and we do all the hard work for you.

If you have clients you would like to switch from another expense management provider, check out our 'Expend Switch Guarantee', part of our Accountant Partner Programme, which enables us to transfer and train your clients in 3 simple steps, for free.

Absolutely! Expend has been created to cover every instance of expense management headaches within your clients' businesses. Our system is designed to be beneficial to everyone, that's why we don't charge any extra for card holders.







We have click-free live integrations with both Xero and QuickBooks, and a simple CSV downloads for all other platforms.




Our award-winning tech and expert support team helps to make switching to Expend as easy as possible. We provide training to all of your clients, as well as onboarding and ongoing support. As part of our 'Expend Switch Guarantee', part of our Accountant Partner Programme, we can transfer and train your clients in 3 simple steps, for free.

Book a 30 minute demo with one of our team and we will walk you through this process.

Expend cards come with a main 'float' account, allowing you to manage funds for multiple cards in one place.

The main account is topped up with funds (via bank transfer or standing order) and as the Expend cards are used to make purchases, the funds are deducted from the main float account in real-time.

This is the perfect choice for businesses that want to enable employees to have larger spending allowances without needing to 'top up' prepayment cards with those funds.

No! Spend time doing what you do best - managing clients’ finances. When you join our Accountant Partner Programme, you'll gain a dedicated Account Manager who will walk you through how to introduce your clients to Expend and will give you free access to your client accounts.

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Become an Expend Partner

Want to join our Accountant Partner Programme?

Get access to exclusive tiers, pricing and co-branded materials for your practice.

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