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70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Expense Management Software

4.5 2 user ratings

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Overview

Description ClientAccessWeb, Applied Innovation’s flagship software solution gives your agency the tools to control time and expenses. Streamline your business by automating workflow between agency and clients. Hosted in our private cloud, communicate with your clients via secure messaging, receive new account placements with customizable templates or bulk upload. Provide your clients with interactive account inquiry screens and on-demand reporting tools. Allow your clients to manage themselves. Read more Pay for anything, anywhere, in your local currency. No fees. No interest. No personal guarantees. Mobile-first, built with your team in mind. Backed by the best: Our investors have backed some of the most iconic Fintech companies. They are: Y Combinator, Andreessen Horowitz ,CRV , Tencent and many more. Banking is made for global start-ups. Coordinating payments between your global team has never been an easy task - until now. Jeeves have created the perfect all-in-one expense management solution for international start-ups. No hassle sign up. Quick approvals. Higher spend limits. Jeeves live in Mexico, Colombia, Canada, Chile, United Kingdom, Europe and USA. Pay for anything. Anywhere. Pay any invoice electronically. We handle your expense reconciliation and you can pay us back in your local currency. It's your money, not ours. You should keep it. We're here to help grow your business - transaction fees play no part in your growth, so we don't charge any. It's that simple. On the go cards and cash. All in one app. Use our virtual and physical cards to digitally manage vendors and payments. Everyone gets their own cards. For free. Earn while you spend. Cashback your way. Your money now works as hard as you do. Every transaction made on your Jeeves card earns you cash back - up to 4%! Read more
Pricing Options
  • Free Trial Not Available
  • Offers Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

70% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    67%
  • Reviews
    60%
  • Momentum
    60%
  • Popularity
    62%

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    81%
  • Reviews
    65%
  • Momentum
    65%
  • Popularity
    78%

Features

Total Features
2 Features
7 Features
Common Features for All
    Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
    Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
    Multi-level Approval A sequential and thorough review process to approve expenses.
    Multiple Reporting Currency Reports entries from different origin currencies in the native exchange rate.
    Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
    Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
    Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
    Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
    Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
    Multi-level Approval A sequential and thorough review process to approve expenses.
    Multiple Reporting Currency Reports entries from different origin currencies in the native exchange rate.
    Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
    Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
    Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
  • + 4 More - Show Less
  • Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Online
    • Online

    Reviews & Ratings

    User Rating
    Not Available
    4.5/5 2 user ratings
    Rating Distribution
    Not Available
    • Excellent

      50%
    • Very Good

      50%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Offers Custom plan.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    ClientAccessWeb Custom

    Jeeves Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Videos Video Thumbnail Not Available

    Vendor information

    Company Details Located in: Wenatchee, Washington Located in: New York, New York
    Contact Details

    Not available

    https://www.appliedinnovationinc.com/clientaccessweb/

    Not available

    https://tryjeeves.com/

    Social Media Handles

    Not available

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