E-book - How to Choose the Right Expense Management Software

Mastering Expense Management: How to Choose the Right Expense Management Software

EN E-book mockup - How to choose the right expense management software
e-book

Download your guide

Choose a vendor that grows with you

The right partner offers expert guidance, smooth implementation, and continuous support, not just software.

Build a solution that fits your organisation

This guide shows you how to select only the tools that match your real workflows, compliance needs, and growth plans.

Unlock efficiency with integrations, automation, and usability

Discover how to choose a solution that integrates seamlessly with your tech stack and automates compliance.

What you’ll learn:

  • Key considerations for choosing a vendor
    A great vendor is more than a provider—they’re a long-term partner who supports your implementation, adapts to your evolving needs, and offers responsive support.
  • Best practices for evaluating features and integrations
    Discover how to assess software functionality, including automation, compliance controls, and integrations with travel tools, VAT recovery services, and your existing tech stack.
  • Comparing pricing models and service offerings
    Uncover the importance of transparent pricing, modular packages, and support options tailored to your business size and needs.

Frequently asked questions

Why is choosing the right vendor as important as choosing the software?

Because a vendor isn’t just a provider, they’re a long-term partner. The e-book emphasises that the right vendor supports you through implementation, consulting, continuous service, and ongoing adjustments.

What should I consider when evaluating an expense management vendor?

Key factors include implementation support, ongoing updates, integration capabilities, transparent pricing, support levels, automation features, and compliance controls.

How important are integrations with other tools?

Very. Integrations with OBTs, TMCs, VAT recovery partners, and document management systems help streamline workflows and improve accuracy and transparency in expenses.

What pricing model should I look for?

The e-book recommends choosing modular, flexible pricing so you only pay for features you truly need. Variable pricing based on usage can also help companies with fluctuating activity.

How does user experience affect expense management success?

A user-friendly tool boosts employee adoption and reduces errors. The e-book recommends solutions with mobile reporting and accessible interfaces to improve compliance and efficiency.

Why do professional services matter in the selection process?

Because implementation, training, policy consultation, and updates (especially regulatory ones) determine how effectively the system is used long term. Some vendors include these in pricing—others don’t.

Explore more resources

The State of Expense Management in 2025 and 2026

Our official report is here — packed with Gartner-backed insights to keep your business ahead of the curve. See how leading companies are upgrading their spend management strategies, discover where you stand, and learn the next steps to stay competitive.

From Bank Cards to Smart Corporate Cards: What Every CFO Needs to Know

This e-book walks you through the most common questions around using credit cards for business expenses. Expect actionable insights on turning those challenges into opportunities for smarter, more efficient finance operations.

Expense Compliance Simplified

This guide helps you stay ahead of upcoming compliance shifts with clear, actionable insights. Learn how e-invoicing and sustainability reporting requirements are evolving across Europe and the UK, what they mean for your finance operations.

Beginner's Guide to Expense Management Maximum Efficiency

New to expense management or not sure where to start? This guide breaks down the essentials step by step — from setting up clear policies to automating approvals and tracking spend in real time. You’ll learn how to build an efficient, compliant process that saves time, reduces errors, and gives your finance team complete control.