Reporting and insights
Reporting and insights: ask the question, get the answer
Finance teams analyse spend through a full report suite and by asking questions in everyday language. Dynamic reporting, organisation-wide analysis, exception and variance detection, and management information you can share.
Natural-language reporting
Ask in plain English and get charts, tables and summaries in seconds, without building a report.
A full report suite
Search, filter and export any view. Schedule PDF reports weekly or monthly to the people who need them.
Controlled visibility
Line managers see their teams, finance sees the organisation, auditors see everything read-only.
Finance Copilot
Dynamic reporting without the report builder
Top spend by user, travel by department, claims over £500, pending approvals with value, new vendors this quarter, a breakdown of entertainment by month. Ask, refine, share. The copilot returns live data with charts and tables and can schedule the answer as a recurring report.
- Popular prompts to get started, follow-up questions to dig in
- Variance, trend, exception and unusual-spend analysis
- Export to Excel, share in Teams or schedule monthly
Insights
See where the money goes, and where it is leaking
Dashboards for spend, approvals and activity give finance and budget holders real-time visibility of spending patterns and exceptions. Approval audit exports quantify cycle times and bottlenecks, and duplicate reports catch what would otherwise be paid twice.
- Organisation-wide analysis with entity, department and tag breakdowns
- Approval audit: time to submit, time to approve, first-pass rates
- Duplicate report with auto-merge at user and organisation level
Hey there, James!
Pick up where you left off.
Reimbursement
£596.53
Unreported
7 receipts
Approval
£19,190.33
Approve expense reports
You have 19 reports ready for your approval.
View reports to approve
Unreported receipts
You have 7 receipts at a total of £515.70 yet to be submitted.
Submit all receipts
Reimbursements
You have 5 reimbursements to be submitted, totalling £596.53.
Submit all claims
New expense claim
Get reimbursed for your business expenses or vehicle mileage.
Exports and audit
Audit-ready at every stage
Audit exports are available at approval, accounting and archive stages with full detail and history. A dedicated read-only Auditor role gives external auditors what they need without access to anything else. Export history lets you re-export the same data in a different format, or revert and retry.
- Audit export at approval, accounting and archive
- Auditor role for third-party statutory auditing
- VAT export, standard format and custom CSV formats
- DateNameCountTotal
- 11/12/2024 BACS11/12/2024, James Rowell 256 36,506.61 GBP
- 29/08/2024 PDF Report29/08/2024, James Rowell 4 2.00 GBP
- 11/07/2024 PDF Report11/07/2024, James Rowell 2 600.00 GBP
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X
Connected
Xero
Accounting
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C
Connected
Cintra
Payroll
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Ax
Connected
Amex
Card feed
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T
Connected
Microsoft Teams
Messaging
Carbon reporting
Emissions calculated for every relevant expense
Carbon tracking uses the DEFRA methodology to calculate emissions for mileage by vehicle and fuel type, flights, hotel stays and public transport, at the transaction level with no setup. Monthly, quarterly and annual summaries support TCFD, CSRD and voluntary reporting.
- Out-of-the-box factors for hotels, flights, travel and mileage
- Summary and detailed reports on demand
- Developed with PLCs and charities that report today
Book a demo
See reporting and insights on your own process in 30 minutes
Bring a couple of real claims and your finance system. We will show you how each one flows from receipt to ledger.
Rated 4.9 out of 5 on Capterra No credit card for the trial Reply within one working day
In detail
Everything in reporting and insights
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Report suite
Search, filter, sort and export any list or summary.
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Report scheduling
Automated PDF reports weekly or monthly.
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Audit exports
At approval, accounting and archive stages.
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Auditor role
Read-only access to all company data for statutory audit.
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Carbon reporting
Scope 3 travel emissions using DEFRA factors.
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Banking view
Real-time spend tracking across corporate accounts.
Trusted by finance teams across the UK and Ireland
Questions
Frequently asked questions
Can't find what you're looking for? Talk to us and we'll answer within a working day.
Who can see what in the reporting?
Can we get reports without logging in?
How current is the data?
Works with
Related parts of the platform
AI and Copilot
A User Copilot for employees on WhatsApp and Teams, a Finance Copilot for questions and reports, and receipt intelligence throughout.
Learn moreSmart Audit
AI checks every claim against policy, VAT rules and history, then approves, rejects or escalates with the reasons attached.
Learn moreMulti-entity
One platform for groups with several legal entities, currencies, charts of accounts and approval chains.
Learn moreFrom the blog
Further reading
- Energy and Carbon Reporting: What UK Businesses Need to Do in 2026 Energy and carbon reporting is important to get right. We cover all you need to know with government guidance and sustainability in mind. Insights · Jan 2026
- UK Sustainability Reporting Standards: Requirements for Businesses UK Sustainability Reporting Standards are due to come into practice this business year; here’s all you need, including how it differs to SECR. Insights · Feb 2026
- Expense Reporting Metrics: What to Track (and How to Use Them) The expense reporting metrics CFOs and finance teams should track, and how to use them to reduce risk, save time, and improve control. Insights · Jan 2026
- The UK’s 2025 Carbon Reporting Requirements Here's what we know about the new carbon reporting regulations in the UK so far, and how you can get ready to comply in 2025. Insights · Oct 2024
Bring a question you cannot answer today
We will answer it live from sample data in the demo, then show you how to schedule it.
Rated 4.9 out of 5 on Capterra No credit card for the trial Reply within one working day