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Track and control spend with Zapier

Expense management automation connects your tools and triggers workflows across corporate card management, expense reporting, reimbursement processing, and subscription & SaaS spend management.
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340万社の企業に信頼されています

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
アクティブキャンペーン
Lyft
ウェブフロー
キャンバ
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
アクティブキャンペーン
Lyft
ウェブフロー
キャンバ
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Explore expense management use cases

Expense management automation connects your tools and triggers real-time actions across expense reporting, corporate card management, reimbursement processing, and subscription & SaaS spend management. Build workflows that eliminate manual work and keep your entire finance stack in sync.

  • Corporate card management

    Streamline card operations with automated request routing, receipt collection, and transaction logging

  • Reimbursement processing

    Accelerate reimbursements with automated request intake, approval routing, and payout tracking

  • Expense reporting

    Accelerate reimbursements with automated receipt capture, approval routing, and ledger updates

  • Subscription & SaaS spend management

    Optimize SaaS spend control with automated renewal tracking, request routing, and approval alerts

  • Automate your work, your way

    Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

See how teams are automating with Zapier (and loving it!)

スマートチャージアメリカ

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

デビッド・ラダーバーグ, VP of Sales

遠隔

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

スイープブライト

Zapierは、Zapierなしでは 50%以上の取引を締結するのに役立っています。これは私たちの全体的な戦略の重要な要素であり、したがって営業トークの重要な要素でもあります。

ラファエル・ボフナー創設者兼CIO

デジオ

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

リシ・シャー, CEO and Co-Founder

オッター.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

アレン・ライ, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Transform your expense management with Zapier

Elevate expense management with Zapier. Track card spend, automate reimbursements, and control SaaS costs—and that’s just the start.

Corporate card management

Keep every card charge visible

Automate card transaction tracking and policy reviews. Route charge data into Google Sheets or QuickBooks Online, then alert finance teams in Slack when spend looks off. Catch issues earlier and reduce manual review.

見込み客の生成と管理

Card transaction alerts

Catch unusual card activity fast by sending transaction details to Slack or Google Sheets the moment a charge lands.

Policy breach routing

Route policy exceptions to the right reviewer with charge details attached, so finance can approve or escalate faster.

Merchant spend tracking

Track merchant-level spend in Google Sheets or QuickBooks Online, making card trends easier to review over time.

Receipt match checks

Compare submitted receipts with card charges and flag missing matches early, before month-end review piles up.

Real-time spend logs

Log every new charge automatically so finance teams always have a current view of card spend and usage.

仕組み

Expense management automation connects your tools, detects spend activity and policy exceptions, and triggers workflows automatically. Review submissions, flag overspend, and track reimbursements in real time—without manually chasing receipts or approvals.

  1. ステップ 1

    Connect your tools

    Integrate platforms like QuickBooks Online, Google Sheets, Slack, accounting systems, and corporate card tools to centralize expense data.

  2. ステップ 2

    Define triggers

    Set conditions for card transactions, report submissions, policy violations, reimbursement requests, or SaaS renewals.

  3. ステップ 3

    Automate & measure

    Send alerts, create records, update reports, and continuously track spend control improvements automatically.

Ready to automate your entire workflow?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.