Xpensio

Intelligent Enterprise Expense Management
From AI-powered receipt scanning to ERP integration, multi-level approval
workflows to fraud detection — manage every process in one platform.
Product Guide v2.0 March 2026 English
xpensioapp.com
app.xpensioapp.com  |  api.xpensioapp.com  |  Confidential & Proprietary

Table of Contents

1. Executive Summary
8. User Management
2. User Roles & Permissions
9. ERP & HR System Integration
3. Expense Approval Workflow
10. Security Architecture
4. OCR Receipt Scanning
11. Notification System
5. Vehicle Plate Tracking
12. Pricing
6. Excel Export
13. Technical Infrastructure
7. Fraud Detection
14. FAQ

1. Executive Summary

10
OCR Auto-Fill Fields
5
User Roles
4
Max Approval Levels
5+
ERP / HR Integrations

Xpensio is an end-to-end enterprise expense management platform designed to fully digitize paper-based expense processes in corporate organizations. Employees can submit expense claims from receipt photos taken on their smartphones within seconds, while managers can approve or reject requests with a single tap via the web or mobile interface.

The platform consists of three tightly integrated components: a web application (Next.js), iOS and Android mobile apps (Flutter), and a corporate API (NestJS). All components are managed within a single monorepo and released on the same version cycle. Multi-tenant architecture ensures complete data isolation between organizations — no data from one tenant can ever leak to another.

The AI-powered OCR engine chains Gemini 2.5 Flash, GPT-4o Vision, and Tesseract.js in order of priority to automatically extract 10 fields from receipt images — including date, amount, currency, vendor name, VAT amount, and exchange rate. This dramatically reduces manual data entry, saving time and improving data accuracy across the entire approval chain.

For enterprise clients, full SAP ECC and SAP S/4HANA integration is available. Under the Enterprise Plan, Xpensio's technical team takes complete ownership of all SAP-side work including ABAP development, RFC connections, and FI-GL posting configuration — minimizing the burden on client IT teams. For other ERP systems, REST API adapters are provided with full documentation, with the client's technical team responsible for connector implementation.

2. User Roles & Permissions

Xpensio is built on a flexible, dynamic role structure. The five roles below represent the default configuration; however, when the organization's HR or LDAP system is integrated, user roles, department hierarchy, manager chains, and employee data are updated automatically. The company's organizational structure is reflected in Xpensio in real time.

Dynamic Structure: Xpensio automatically synchronizes with organizational data from Azure Active Directory, LDAP, SAP HCM, or SAP S/4HANA. The employee's manager, grade, and department are read from the HR system to dynamically construct the approval chain. When an employee moves into a hierarchical position within the organization, their role is updated automatically.

Role Description Key Permissions Restrictions
EMPLOYEE Standard staff member Create expenses, upload receipts, view own expenses Cannot view others' expenses
MANAGER Team manager Approve or reject team expenses, view team reports Cannot perform finance operations
FINANCE Finance / accounting Review all approved expenses, send to ERP, Excel export Cannot modify system configuration
ADMIN Organization administrator User management, role assignment, company config, all reports Cannot manage other organizations
SUPERUSER Platform operator View all organizations (read-only), system diagnostics Cannot modify organization data

Critical: Every user can only see and modify data belonging to their own organization (orgId). This rule is enforced at the JWT token level for all roles including SUPERUSER. Cross-organization access is blocked at the API layer preventing all IDOR attacks.

Multi-Level Approval Chain

The MANAGER role can appear at multiple levels of the approval chain depending on the organizational hierarchy. For each employee, the approval chain is automatically built from HR/LDAP data:

Approval Level Approver When Does It Activate? Source
1st Approver Direct Manager (MANAGER) Always — the employee's assigned manager HR/LDAP or manual assignment
2nd Approver Upper Manager (UPPER_MANAGER) Automatically activated when amount exceeds the employee's grade limit HR/LDAP hierarchy (skip-level manager)
3rd Approver CFO / Senior Management (ADMIN) Automatically activated when amount exceeds 50,000 TRY Organization's ADMIN user
4th Approver Finance Team (FINANCE) Always — final step, ERP submission happens at this stage User with FINANCE role

Auto-Configuration with HR Integration: When the organization's LDAP, Azure AD, SAP HCM, or SAP S/4HANA system is connected, employees' managers, grade information, and department hierarchies are automatically synchronized. A nightly auto-sync at 01:00 reflects organizational changes (promotions, transfers, new hires) into Xpensio and updates approval chains accordingly.

Administrator Feature Set

Bulk User Import

Import hundreds of users simultaneously via an Excel (.xlsx) file. Imported users are automatically flagged to change their password on first login.

Role & Grade Assignment

Each user can be assigned a role (EMPLOYEE/MANAGER/FINANCE) and an expense-limit grade (A/B/C/D). Changes take effect immediately.

Password Reset

Admin can initiate password reset for any user. A secure SHA-256 link is sent via email, valid for 1 hour. All active sessions are terminated on password change.

Activate / Deactivate Users

Departing employees can be deactivated without deletion. Inactive accounts cannot log in, but all historical data is preserved for audit purposes.

3. Expense Approval Workflow

Xpensio provides a dynamic approval chain built automatically from the organizational hierarchy. When an expense is submitted, the approval steps are automatically generated based on the employee's manager chain and the expense amount. If an HR/LDAP integration is active, the chain is pulled directly from the organizational structure; otherwise, managers manually assigned by the admin are used.

1

DRAFT Draft

The employee creates an expense record. Receipt photos are uploaded and OCR data is automatically populated. The expense can be edited or deleted until submitted. All draft expenses appear in the employee's "My Expenses" list.

2

SUBMITTED Submitted

When the employee clicks "Submit for Approval," the status changes to SUBMITTED. An instant email and push notification is sent to the assigned manager. The employee can no longer edit the expense from this point.

3

DIRECT MANAGER APPROVAL 1st Approver Always

The expense enters the assigned manager's approval queue. The manager can approve or reject via web or mobile app. On rejection, the reason is communicated to the employee.

4

UPPER MANAGER APPROVAL 2nd Approver Grade Limit Exceeded

If the expense amount exceeds the employee's grade limit, an upper manager (skip-level manager) approval step is automatically triggered after the direct manager's approval. The upper manager is determined from the HR/LDAP hierarchy or admin assignment. This step can be configured according to the organization's approval policy.

5

CFO / SENIOR MANAGEMENT APPROVAL 3rd Approver 50,000+ TRY

If the expense amount is 50,000 TRY or above, it is automatically routed to CFO approval (the user with the ADMIN role) after previous approvals. Standard expenses skip this stage and proceed directly to finance.

6

FINANCE APPROVAL Final Approver Always

After all manager approvals, the expense enters the finance/accounting team's review queue. Finance users verify documents, check accounting codes, and make the final ERP submission decision. Status moves to FINANCE_APPROVED.

7

ERP_SENT / POSTED_TO_ERP Sent to ERP

After finance approval, if ERP integration is active, the expense is automatically forwarded to the ERP system (SAP, Oracle, Netsis, etc.) and transitions to ERP_SENT. The document number returned from ERP is stored on the Xpensio record. The employee receives an approval email and push notification.

8

REJECTED Rejected

If a rejection decision is made at any approval stage, the expense moves to REJECTED status. The employee receives an email and push notification with the rejection reason and explanation. Rejected expenses can be edited and resubmitted by the employee.

Status-Action Reference Table

Current Status Allowed Actions Authorized Roles Next Status
DRAFT Edit, Delete, Submit EMPLOYEE (owner) SUBMITTED
SUBMITTED Route to manager (system) System auto PENDING_MANAGER
PENDING_MANAGER Approve, Reject MANAGER (assigned) PENDING_CFO or PENDING_FINANCE
PENDING_CFO Approve, Reject ADMIN (CFO), FINANCE PENDING_FINANCE or REJECTED
PENDING_FINANCE Approve, Reject, Send to ERP FINANCE, ADMIN APPROVED, ERP_SENT, or REJECTED
APPROVED / ERP_SENT View, Excel Export FINANCE, ADMIN Unchanged (terminal state)
REJECTED Edit, Resubmit EMPLOYEE (owner) SUBMITTED (fresh cycle)

4. OCR Receipt Scanning Technology

Xpensio's AI-powered OCR engine operates with a three-layer failover architecture. Each layer activates when the previous one fails, ensuring maximum extraction success rates across all receipt types and quality levels.

Primary Engine Gemini 2.5 Flash
First Fallback GPT-4o Vision
Final Fallback Tesseract.js

Automatically Extracted Fields

# Field Name Description Example Value
1 Date Receipt / invoice date 15.03.2026
2 Total Amount Total payment including tax 1,250.00
3 Currency ISO 4217 currency code TRY, EUR, USD
4 Vendor Name Merchant / business name ABC Technology Ltd.
5 VAT Amount Calculated tax amount 200.20
6 VAT Rate Applied tax percentage 20%, 10%, 8%, 1%, 0%
7 Expense Category AI-classified expense type Travel, Accommodation, Meals
8 Exchange Rate Rate for foreign currency receipts 1 EUR = 38.50 TRY
9 Invoice Number Document reference number INV-2026-00145
10 Description Short expense description Istanbul-Ankara flight ticket

VAT Code Support

Five VAT rates are supported — covering Turkish tax regulations as well as international deployments. Each organization can configure country-specific VAT rates. The OCR engine automatically detects the VAT percentage from the receipt and maps it to the correct code; legacy 18% rate is mapped to V4 (20%) for backward compatibility.

VAT Code Rate Applicable Categories
V0 0% VAT-exempt transactions, exports, healthcare, education
V1 1% Basic foodstuffs, newspapers, books, water
V2 8% Certain goods and services (legacy rate; may still appear on receipts)
V3 10% Accommodation, restaurant services, certain food products
V4 20% General services, software, consulting, telecommunications (incl. legacy 18%)

Invoice Number Lock: Once OCR populates the invoice/receipt number field, it is locked for editing. Users cannot modify this value — preserving data integrity across the entire approval chain.

5. Vehicle Plate Tracking

For fuel, parking, and vehicle maintenance expenses, employees can attach a vehicle plate number to their expense record. This enables vehicle-level cost analysis and automatic classification of fleet-related expenses.

Plate Entry

An optional "Vehicle Plate" field is available in the expense form on both web and mobile applications. The employee enters the plate manually; automatic OCR reading from receipts is planned for a future release.

Expense Filtering

Finance and Admin users can filter the expense list by vehicle plate to view all expenditures associated with a specific vehicle in one view.

Excel Reports

The exported Excel file includes a "Vehicle Plate" column, enabling accounting teams to generate per-vehicle cost reports directly from the spreadsheet.

ERP Integration

In SAP integration, the vehicle plate is mapped to the corresponding SAP field and included in the FI-GL posting record, enabling vehicle cost tracking within SAP as well.

6. Excel Export

Users with Finance or Admin roles can export all expense data to Excel format (.xlsx) with a single click. The export operation enforces strict organizational data isolation, ensuring only the authorized user's organization data is included.

Web Application

A green "Excel" button on the Expenses and Reports pages exports data with all active view filters applied. The file downloads automatically to the browser.

Mobile Application

Tapping the download icon in the AppBar initiates the export. The share_plus integration allows the file to be shared directly to email, Slack, or other apps.

Excel File Contents

Column Content Format
ID Unique expense identifier Numeric
Date Expense date DD.MM.YYYY
Employee Full name Text
Category Expense category Text
Amount Expense amount Numeric (2 decimal)
Currency ISO 4217 code Text
VAT Amount Calculated tax amount Numeric
Vehicle Plate Vehicle plate if applicable Text
Status Approval status Text
Description Expense description Text
Approved By Last approver name Text
ERP Company Code SAP BUKRS value Text

7. Fraud Detection

Xpensio incorporates multiple layers of fraud prevention to protect organizations from duplicate claims, manipulated receipts, and expense policy violations.

SHA-256 Duplicate Detection

Every uploaded receipt image is hashed with SHA-256 before storage. If the same image is submitted again — by the same or different employee — the system automatically detects and flags the duplicate.

Gemini AI Fraud Analysis

Each receipt is analyzed by Gemini AI for signs of manipulation, forgery, or inconsistency. A fraud score (0-100) is calculated; scores of 75 or above trigger an automatic alert to the finance team.

Invoice Number Lock

After the OCR engine populates the invoice/receipt number, the field is locked. No user — including the submitting employee — can alter this value, ensuring document authenticity.

Multi-Layer Approval

The multi-stage workflow itself serves as a fraud deterrent: every expense passes through manager, optional CFO, and finance review before approval, creating multiple independent checkpoints.

Fraud Score Thresholds

Score Range Risk Level System Action
0 – 30 Low Risk Normal processing — no action required
31 – 74 Medium Risk Score displayed to finance reviewer for awareness
75 – 100 High Risk Automatic alert to Finance & Admin — manual review required

8. User Management

Xpensio's comprehensive user management module gives organization administrators (ADMIN) complete control over the user lifecycle. All operations are strictly isolated by orgId.

User Lifecycle Features

Manual User Creation

Create new users by entering name, email, role, and grade. A welcome email is sent automatically; the user is required to change their password on first login.

Excel Bulk Import

Hundreds of users can be imported via a single .xlsx file, where each row represents a user. All imported users are created with mustChangePassword=true.

Role & Grade Editing

An existing user's role, grade, assigned manager, or active status can be updated instantly via PATCH endpoint. Changes take effect immediately.

Admin Password Reset

Admin can initiate password reset for any user. A secure link containing a SHA-256 token is emailed to the user, valid for 1 hour.

Forgot Password

Users can self-serve password reset requests. A secure link is sent via email verification — no admin involvement required.

Change Password

Users can change their password by confirming their current password. On successful change, all active sessions are immediately invalidated for security.

User Grade System

Grade Description Typical Usage
A Senior executive CEO, director — highest expense limit
B Mid-level manager Department head — moderate expense limit
C Senior employee Senior specialist — standard expense limit
D Standard employee New hire, intern — lower expense limit

9. ERP & HR System Integration

Xpensio is built on an ERP-agnostic integration architecture. Our core mission is to seamlessly integrate expense management with whatever ERP or HR system your organization uses. Alongside our deep SAP expertise, we provide integration endpoints for Oracle, Microsoft Dynamics, Logo, Netsis, and other enterprise systems.

Supported ERP Systems

SAP ECC / S/4HANA

RFC, OData, BAPI protocols. Automatic FI-GL posting, ABAP development. Under the Enterprise Plan, Xpensio's team takes full ownership of all technical integration.

Oracle EBS / Fusion

REST API adapter. Ready-made endpoints for expense transfer with Oracle Financials. Technical integration is completed with guidance provided to the client team.

Microsoft Dynamics 365

REST connector for D365 Finance & Operations integration. Azure AD identity management integration is also included.

Logo / Netsis / Mikro

Custom REST API adapters for local ERP systems. Native accounting integration with Logo Tiger, Netsis Enterprise, and Mikro.

HR & Identity System Integrations

Xpensio can integrate with the following HR and identity systems to automatically synchronize users and organizational structure:

System Integration Type What Gets Synchronized
Azure Active Directory / Microsoft 365 Microsoft Graph API Users, departments, manager hierarchy, groups
LDAP / On-Premise Active Directory LDAP protocol (ldaps://) Users, OU structure, manager relationships
SAP HCM (Human Resources) SAP RFC / OData Personnel, grade, position, department, manager chain, company codes
SAP S/4HANA Cloud HR SAP BTP / OData v4 Employee data, org hierarchy, cost centers
SAP S/4HANA On-Premise HR SAP RFC PERNR, ORGEH, PLANS, manager email fields

Automatic Organization Updates: When an HR system is integrated, user additions/removals, department changes, manager assignments, and grade updates are automatically synchronized every night at 01:00. No manual intervention required. Approval chains are dynamically built from the organizational structure.

SAP Enterprise Plan — Fully Managed Integration

SAP ECC and SAP S/4HANA integration is fully provided by Xpensio's technical team under the Enterprise Plan. The client's IT team is not required to perform any SAP-side development or configuration.

Feature SAP Enterprise Plan Other ERP Systems
Integration Type SAP RFC / OData / BAPI REST API adapter (system-specific)
Technical Ownership Xpensio team takes full ownership Xpensio API + technical guidance; connector side handled by client team
ABAP Development Provided by Xpensio Not applicable
FI-GL Posting Automatic, fully configured ERP-compatible transfer format prepared
Company Code (BUKRS / CompanyCode) Managed from Xpensio interface Client configuration, mapped into Xpensio
Test Environment Xpensio provides test SAP system Client provides
Support Level Full 24/7 support with SLA Technical guidance + comprehensive API documentation
Go-live Timeline 2–4 weeks Depends on client integration speed

ERP Integration Flow

1

Finance Approval

Expense is approved by a Finance user in PENDING_FINANCE stage. All documents must be verified and an ERP Company Code must be assigned.

2

ERP Adapter Trigger

Xpensio backend invokes the relevant ERP adapter. Expense data is transformed into the format expected by the target ERP system.

3

SAP RFC / OData Call

For SAP, the ZCL_EXPENSE.POST_EXPENSE ABAP function module is called. An FI-GL accounting document is created and a SAP document number is returned.

4

ERP_SENT Status

When SAP confirms the posting, the expense automatically transitions to ERP_SENT status. The SAP document number is stored on the Xpensio record for full traceability.

Important Note: For ERP integration, each expense must be associated with an ERP Company Code (BUKRS in SAP, company code in other ERP systems) corresponding to the relevant company. This configuration is managed by the ADMIN user in Xpensio's organization settings. If HR integration is active, company codes are automatically synchronized.

10. Security Architecture

Xpensio is designed with a multi-layered security architecture that meets enterprise security standards. Independent security controls are applied at each layer, ensuring no single point of failure can compromise the entire system.

🔒

JWT Authentication

Every API request is authenticated with a signed JWT token. The token payload contains sub, email, role, and orgId. All active tokens are invalidated when a user changes their password.

🏠

Multi-Tenant OrgId Isolation

Every user can only access data belonging to their own organization (orgId). This rule is automatically enforced on all API endpoints. IDOR attacks are prevented at the framework level.

😵

SHA-256 Fraud Detection

Every uploaded receipt image is hashed with SHA-256. If the same receipt is submitted a second time, it is automatically detected. Gemini AI performs additional fraud analysis on each image.

🔐

Role-Based Access Control

Each endpoint explicitly defines permitted roles. The guard layer blocks insufficient-privilege requests with a 403 error. Role elevation can only be performed by ADMIN.

📍

Invoice Number Lock

After OCR populates the invoice/receipt number, the field is locked permanently. Users cannot modify this value, preserving document integrity throughout the workflow.

💼

Cold Start Forced Login

Authentication is required every time the application is opened. Invalid or expired tokens trigger automatic redirection to the login screen — no cached session bypass.

🗎

Encrypted Password Storage

Passwords are hashed with bcrypt before storage. Plain text passwords are never stored in the database. Reset tokens are SHA-256 hashed and expire after 1 hour.

📊

API Rate Limiting

Rate limiting is applied on all auth endpoints to protect against brute force and DDoS attacks. Suspicious activity patterns result in temporary IP blocking.

11. Notification System

Xpensio sends both email and mobile push notifications at critical points in the expense workflow, ensuring all stakeholders are informed in real time without needing to check the application manually.

Manager Notifications

  • Email + push when a new approval request arrives
  • Direct link to expense detail in notification
  • Summary notification for multiple pending items

Employee Notifications

  • Email + push when expense is approved
  • Email + push when expense is rejected with reason
  • Information notification when sent to ERP

Email Notifications

  • HTML-templated, brand-consistent design
  • Deep link directly into the application
  • Turkish and English language support

Push Notifications

  • Firebase Cloud Messaging (FCM) infrastructure
  • iOS and Android support
  • Tapping notification navigates to relevant screen

Notification Trigger Reference

Event Recipient Channel Content
Expense submitted for approval Assigned Manager Email + Push Expense name, amount, employee name, link
Expense approved by manager Employee Email + Push Expense name, amount, approval date
Expense rejected Employee Email + Push Expense name, rejection reason, explanation
50K+ TRY expense in CFO queue CFO (ADMIN) Email + Push High-value expense alert with details
Expense sent to ERP Employee + Finance Email SAP document number, date, confirmation
New user created New User Email Welcome message, temporary credentials, login link
Password reset request User Email SHA-256 secure link, 1-hour expiry

12. Pricing

Xpensio offers two pricing plans designed for organizations of different sizes. All plans are billed on a per-user, per-month basis. The Enterprise plan includes special pricing and priority support for large-scale organizations.

Standard

For mid-market organizations
€10
per user / month (billed annually)
  • All core features
  • Multi-stage approval workflow
  • OCR scanning (Gemini + GPT-4o)
  • Excel export
  • Email + push notifications
  • User management
  • Web + iOS + Android
  • REST API access
  • Technical documentation
  • Email support (business days)

Price Advantage: The Enterprise plan is 40% cheaper than the Standard plan. For a 100-user company, the annual difference: (€10 - €6) × 100 × 12 = €4,800 annual savings while receiving enhanced SAP integration and 24/7 support.

Additional Services

Service Description Pricing
Setup & Onboarding Initial setup, data migration, team training Varies by plan (contact us)
SAP Integration Project Included in Enterprise; custom SAP configurations Included in Enterprise Plan
Custom Development Client-specific feature development Project-based (quote)
Additional Storage When receipt archiving limit is exceeded Contact us

13. Technical Infrastructure

Xpensio is built on a modern, scalable technology stack. All components use open-source technologies, and the production environment is managed on Hetzner VPS with Docker Compose.

Backend

NestJS + TypeScript

Port 3001 | REST API | JWT Auth | Prisma ORM

Database

PostgreSQL

Prisma migrations | Multi-tenant schema | ACID compliant

Web App

Next.js + React

Port 3000 | Vercel deploy | Zustand state | Tailwind CSS

Mobile

Flutter (Dart)

iOS + Android | Firebase Push | share_plus | open_filex

OCR / AI

Gemini 2.5 Flash

Google AI | Fallback: GPT-4o | Fallback: Tesseract.js

Notifications

Firebase + SMTP

FCM push | Nodemailer email | HTML templates

ERP & HR Adapters

SAP / Oracle / Dynamics / Logo

SAP RFC+OData | Azure AD | LDAP | SAP HCM | REST API adapter layer

Hosting

Hetzner VPS

89.167.115.209 | Docker Compose | Nginx reverse proxy

Export

xlsx (Node.js)

Server-side Excel generation | .xlsx format | Unicode support

Production URLs

Component URL Platform
Web Application https://app.xpensioapp.com Vercel
API (Backend) https://api.xpensioapp.com Hetzner VPS + Docker
Marketing Site https://xpensioapp.com Vercel
iOS App App Store (coming soon) Apple TestFlight
Android App Google Play (coming soon) Closed Testing

Deployment Architecture

Monorepo Structure

All three application components (backend, web, mobile) are managed in a single Git repository with shared type definitions and synchronized release cycles.

Container Isolation

Backend services run in Docker containers with Docker Compose orchestration. Each service (API, database, cache) is isolated with defined resource limits.

Zero-Downtime Deploy

Backend deployments are performed with rolling restart via Docker Compose, minimizing service interruption for active users.

Database Migrations

Schema changes are managed with Prisma Migrate, versioned alongside application code. Migrations run automatically on deployment.

14. Frequently Asked Questions

How long does the Xpensio setup process take?

For the Standard plan, setup is typically completed within 1–3 business days. User data can be bulk-imported via Excel. SAP Enterprise integration typically takes 2–4 weeks, depending on the complexity of your existing SAP environment. Xpensio's technical team manages the entire SAP-side process.

Which SAP versions are supported?

Both SAP ECC (ERP Central Component) and SAP S/4HANA are fully supported. Integration is implemented via SAP RFC and OData protocols. All required ABAP developments are provided by Xpensio's technical team under the Enterprise Plan — no client SAP development work is needed.

How accurate is the OCR reading?

With Gemini 2.5 Flash as the primary engine, over 95% field extraction accuracy is achieved on clear receipt images. For low-quality images or handwritten receipts, GPT-4o Vision or Tesseract.js activates as fallback. Users can always edit OCR results and manually fill unrecognized fields.

Is our data secure? What about GDPR compliance?

All data is transmitted over encrypted connections (TLS 1.3). Passwords are hashed with bcrypt — never stored in plain text. Each organization's data is technically fully isolated from others. GDPR/data protection compliance documentation, privacy policy, and cookie consent implementation are in active development.

Which mobile platforms does Xpensio support?

iOS 14+ and Android 8.0+ are supported. Built with Flutter, the app delivers native performance on both platforms. The Android app is currently in Google Play closed testing; the iOS app is in App Store review.

How do we import our existing users?

Xpensio provides Excel-based bulk user import. Prepare a .xlsx file with columns for first name, last name, email, role, and grade — then import all users in a single operation. Imported users are prompted to set their own password on first login.

Is API access and integration documentation available?

Yes — REST API access and Swagger/OpenAPI documentation is provided for all plans. Enterprise customers receive a dedicated technical contact and custom integration support. Webhook support is also available for event-driven integrations.

Can we export our data if we cancel our subscription?

Before cancelling, all expense data can be exported in Excel or PDF format. The data delivery process is completed within 30 business days of the cancellation request. Your data is then securely deleted, and a deletion certificate is provided to your organization.