CaseFox alternatives

15 alternatives

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CaseFox is an Accounting and expense management software for accountants and professionals. It offers all the important tools that can make your work simpler such as document management and case notes, among others. It allows limited and tweaks access to data or role authorization.

It offers secured databases for your data, where all the data are processed once you add them to the system. With the help of this software, all the professionals and companies easily handle their routine timekeeping, invoice simple accounting and case management, etc.

The best way to summarize this is that it offers the types of features that are carefully created based on years of customer feedback and industry needs. The features are put together in such ways that they save lots of time for the users.

The software also includes lots of prominent features such as time-tracking, role-based access, time management, case management, automatic invoice generation, expense management, phone message tracking, and more. CaseFox also has four different price plans; each plan has its own cost and core advantages.

Ranked alternatives

1
Invoice Meister
Invoice Meister is an online billing and invoicing software, specially made for freelancers and small size businesses. It is a great solution, helps you to create quotes that can be effortlessly converted to online invoices, get paid more quickly, and manage expenses, etc.
With the help of this software, you can save a lot of time by automating your daily actions with automatic notifications and recurring invoices. The software is also known as an all-in-one accounting solution that you can use to add all your expenses and revenues, add your bank account, and organize your account correctly.
The best thing about this solution is that it is easy to use, and you can effortlessly manage if for your business requirements. It is best for both beginners and experts and not require any complex installations.
Invoice Meister is cloud-based software, so you can log in from any time anywhere using an internet-enabled device to access real-time business information set up for you. As compared to all the other similar platforms, it is an entirely automated solution. You do not need to put any manual invoice or generate a report. The most prominent features of the solution include an online invoice, track your payment, multi-currency, bank reconciliation, accept online payment and track expenses, etc.
Invoice Meister alternatives
2
InfoFlo Pay
InfoFlo Pay is a leading online invoicing solution that is fully optimized for desktop and mobile platforms, allows you to effortlessly perform invoicing-related functions and tasks, including creating and sending estimates and invoices to your clients. It is a quite simple but powerful solution that comes with all the significant tools and functions to deliver a complete solution in one platform.
InfoFlo Pay features an affordable and very user-friendly, cost-effective, highly reliable, and functional web-based invoicing solution that streamlines your invoicing process while providing access and transparency to your client. The system is specially designed to help you get paid faster, thus increasing your revenue and making it easy to manage and schedule your finance task.
It is also known as a platform that makes all your invoicing processes smooth and straightforward, as well as delivers a simplifying way to manage, create, and delivers invoices to your client to and prospects, enables faster settlement of payment. Online store, CRM, Web-to-lead forms, invoices, expense management, unlimited sending, and forms approvals are the most prominent features of the platforms.
InfoFlo Pay alternatives
3
Spire
Spire is a leading business management software specially designed to cater to the needs of small and mid-size businesses. It incorporates accounting and inventory management capabilities and expense and creates on the latest technologies.
Spire feature a user-friendly interface and a rich database built on modern technology to drive efficiency, scalability, and flexibility. With the help of this platform, you can easily access previous and actionable data insights regarding your business operations from a unified system. It is a powerful and complete business management tool that comes with all the tools and features you need to run your own business and drive sales.
The solution also has a robust communication system that helps you to communicate with your customers and manage all their issues quickly. Spire includes core features such as account payable, general ledger, payroll, purchase orders, job costing, service manager, and more. This business management solution also has multiple plans, and each plan has its own cost and core benefits.
Spire alternatives
4
SAP Concur
SAP Concur is a cloud-based travel and expense management solution that enables executives to manage all your travel expenses. It is a complete solution that allows finance executives to monitor costs and cash flows related to travel expenditures. SAP Concur is an alternative to Expensify and offers lots of new services and features that make it better than others.
Its invoice automates accounts payable processes by utilizing templates and predefined reports. The solution can also customer workflows and automate vendor payments. With the help of its intelligence feature, employees can create a customized dashboard that provides a summary of multiple reports and enable the finance manager to track all the travel expenses easily.
Unlike all the other expense management solutions, it also offers mobile versions for iOS, Android, and Windows phone platforms that allow you to access all the significant features anytime, anywhere. SAP Concur includes prominent features such as credit card integration, report attachment, online booking with the trip segment, quick review, and more.
SAP Concur alternatives
5
ShoeboxedPaid
Shoeboxed is a cloud-based expense management platform that captures information from physical documents and converts it to digital data. The platform is specially designed for small businesses, freelancers, contract workers, and bookkeepers, etc. It has a dedicated customer support team, and when the user encounters technical problems or has a query regarding a feature, a member of the support group promptly assists them and even gives them a live tutorial.
Shoeboxed is more than just a receipt organizer that also serves as the business card manager. With the help of this, businesses can create a digital list of their contacts and upload them to their emails or CRM programs. Data captured and digitized by Shoeboxed is searchable and categorized. Scanned business cards can be used to create an online contacts database, while the receipts generate expense reports.
It has a simple but powerful dashboard where you can access all features without limitation. Unlike other expense management platforms, it also includes core features such as receipt scanning, tax filing, human data verification, business card, and contact management, expense report, and mobile receipt tracking, etc. It has different price plans, and each plan has its own cost.
Shoeboxed alternatives
6
Zoho Expense
Zoho Expense is another Zoho’s product that transforms expense reporting and monitoring and turns it into an enjoyable experience. It is an automated platform that automates your variety of expense management-related operations and helps you record your transactions in a snap.
All your receipts can also be converted into the expenses automatically and then grouped for you to generate reports whenever you need them. The great thing about this application is that it automatically capture credit card transactions and convert those into the expenses. No matter which type of device you are using, the platform can record a cost on the go and even submit complete reports on smartphones as it does on the traditional device.
Another great thing about this Zoho product is that it integrated with Zoho Books and Zoho CRM, which means you can use all three packages with the same account. Automate expense recording, expense analytics, multi-currency expensing, auto scan receipts, mileage card import, and mobile receipts uploads are core features of the platform.
Zoho Expense alternatives
7
Certify
Certify is a travel and expense management platform that helps you to manage all travel-related expenses, generate reports, and get insights on their travel and expense to spend. It is a similar solution to Expensify but offers some advanced tools that make it more than just an expense management tool.
The solution also makes it easy for employees to document their expenses by scanning and storing receipts, find best deals on the car rentals and hostels via business reviews, create itinerates, etc. Certify is also known as a time-saving platform that enables employees to save time on recording, and to document their travel-related tasks, manage to spend in real-time, and ditch manual reports.
The solution is also available to use in a mobile platform that makes it simpler to manage your expenses. Using your mobile phone, you can quickly scan your receipts to capture all the information and store them in the system so you can access it later. Certify is a powerful solution that offers a list of core features for both accountants and employees.
Certify alternatives
8
Abacus
Abacus is a modern expense management solution for businesses and individuals that is light years ahead of conventional expense reporting processes. It is a great tool that simplifies and streamlines all-expense reporting-related workflows without compromising accuracy while offers more options to control and transparency.
With the help of this platform, you can easily submit your expense report in real-time within seconds. It is an alternative software to Expensify and offers all the vital services to manage all your expenses. The solution lets you submit your reports faster. Thus you get paid more quickly than ever.
Just like other expense management applications, it also has a built-in synchronize feature that syncs all accounting data across your existing accounting system. Abacus also includes lots of prominent features such as billable expense, deep search, dynamic reporting, long-term data expense, data export, corporate card dashboard, and custom appearance, etc.
Abacus alternatives
9
ExpensifyFree
Expensify is an all-in-one expense management software that manages your company’s expenses, transactions, money matters, real-time data, and reporting process. It is simple but powerful that comes with all the major functionalities and services that help you to manage the company’s overall expense. It enables businesses to maintain summaries of different accounts along with calendars so transparency can be obtained, and different ratios such as debt-to-income ratios are balanced at the right time.
This powerful platform also offers tools to track your travel expenses based on the miles traveled or the amount of time spent on a particular project. It also has a built-in currency converter to manage international traveling expenses. Being one of the most popular and fastest grown expense management makes it quite easy and quick for businesses to manage the costs incurred through months or years.
Expensify automates the process of expense reporting and tracking from the very act of getting receipts or making payment until the finalization of expense reports. One of the best features of this expense management is, it allows automatic integration of the application with financial institutions, credit cards, or other payment methods, so there is no need for any manual data entry of any sort. Auditor access, automatic accounting sync, candidate reimbursement, multi-level tagging, guided review, and duplicate expense detection are also features of the platform.
Expensify alternatives
10
TalliePaid
Tallie is a cloud-based expense management software for small and mid-size businesses. It is known as the industry-trusted expense report automation system that streamlines the entire expense management process from point to purchase to account and reimbursement. The solution comes with all the advanced features and tools that make it easy and powerful. Its mobile receipt scan feature allows you to scans photographed receipts to automatically identify merchant date, amount, and all the other essential things.
Tallie also enables employees to connect it with corporate bank accounts. Its auto-categorization features leverage how users code transactions to begin coding them automatically. It offers a duplicate detection feature and allows you to track expense status and receive emails when reports are approved, to make it better than others. Tallie also has a list of core features that make it better than others. It has different price plans; each plan has its own cost and core benefits.
Tallie alternatives
11
Amadeus cytric Travel and ExpenseFree
Amadeus cytric Travel & Expense is a web-based self-booking tool for corporations that can integrate the elements of global travel programs such as travel policies, preferred suppliers, and negotiated rates through one website. It is a complete solution and comes with all the primary tools and services, including fully integrated travel, expense, and duty care that reduce manual entry, risk of errors, or fraud.
It also provides on-trip support to synchronization of data between cytric Travel, cytric Expense, and Amedeus Mobile Messenger. With the help of its mobile application, your travelers can search and book, check their itinerary, access all the contacts and local services, expense reports and receipts, etc. Amadeus cytric Travel & Expense also includes core features such as seamless, multi-channel travel booking, time-saving and productivity, relevant and personalized travel options, and much more.
Amadeus cytric Travel and Expense alternatives
12
HappayFreemium
Happay is a cloud-based expense management software for small and midsized businesses. The platform provides all these businesses to fund and track business payments, control spending, and streamline expense reporting. It includes training in-person, documentation, webinars, and online.
The software provides various features like receipt and workflow management, time and expense tracking, reimbursement management, multi-currency, and approval process control. With the help of Happay’s Artificial intelligence-powered approval engine allows managers to control leakage and ensure compliance. It also helps the managers to track notifications and policy violations if made by any employee.
Happay is user-friendly and has all the features to enable managers to handle corporate accounts. The reporting feature of the software allows the user to view all expenses regularly, and the bulk uploader helps the users to upload a large number of bills without any trouble.
The software saves time of interaction between departments as all the users, especially the finance department, will be able to see the expenses. Lastly, the real-time visualization of the utilization of budget in different groups and projects allows the managers to track the costs.
Happay alternatives
13
Happay Expense ManagementPaid
Happay is a management software that provides automated business expense module that helps companies in tracking and improving the employee process and calculate the expenses for generating significant revenue for the business. It also works around various modules, then just sales, purchase, and reporting.
It has a beautiful interface, and the reporting is done in real-time, which provides a quick analysis of every module’s performance and suggests different changes to improve business revenue and market lead. Happay also enables the organization to set up its expense policies within the system, and the automated feature of the platform will focus on the transactions and prevent leakage and fraud.
The decision-making system of the software allows you to manage cash flow and budget with excellent efficiency. The program works around business expenses, employee management, and account handling. The platform is only available for cloud-based module also give you app for Android and iOS devices.
The feature of the platform includes a 24/7 Live Customer Support training module before using the platform approval process control, receive management system spending. It also provides control workflow management, multi-currency option, reimbursement management system, time and expense tracking, and much more.
The interface of Happay is interactive and user-friendly and provides a navigational feature. The pricing of the platform is easy to afford but also give you a free demo to understand all the functions of the system.
Happay Expense Management alternatives
14
WebexpensesPaid
Webexpenses is online software that enables the users’ businesses to automate their expenses online and provides travel and expense management services. It allows users to track their expenses and build claims in minutes through any device. The platform offers services such as airline discounts, missed travel recouping, and other booking management services for corporate travel.
It eliminates the paper-chase and manual data entry and offers accounts payable automation. The platform enables businesses to send and receive funds worldwide through its secure online transactions. It integrates with various accounting systems to streamline the control of the company’s budget and expenditure.
Webexpenses enables businesses to save time by automating invoice capture, purchase orders, and approvals. Users can gain access to real-time invoice and reporting for complete visibility and provides built-in tools to spot fraudulent invoices. It offers a full audit trail of each payment and has FCA and BACS approved data security.
Webexpenses alternatives
15
PleoPaid
Pleo is a web-based company payment card and automated expense reporting solution designed for small and medium-sized businesses. It offers a powerful app for managing and tracking spending and native mobile applications for receipt capture. Pleo comes with an advanced way to simplify the payment system for businesses.
With the help of this, you can easily create virtual prepaid MasterCard for online purchases and another spending. It has all functions and features that allow you to set different spending limits for individual employees, with both monthly and total spending limits. You can also enable and disable cards with just a single click as well as view total spending in real-time through its simple dashboard.
With the help of its mobile application, you can get automatic reminds in real-time to take a photo of your receipt whenever you make a purchase. All purchases via this app are automatically categorized match with receipt photos to save time and effort.
Pleo alternatives