Airbase vs Zip.

• Simple forms lead employees to gather all requirements for all stakeholders.
• Approval matrix establishes milestones required for various spend categories.
• Approval rules ensure appropriate stakeholders participate in the process depending on the request.
• Create custom forms with call-outs for factors like attachments, URLs, text, multiple choice, date, etc., to capture requirements.
• Configure integrations with software used by stakeholders to trigger and align with existing workflows.

• Workflow to request and approve temporary change in spend limit for virtual and physical cards.
• Manage all GL sync rules for virtual cards in one place with bulk-edit workflows.
• Workflow for manager approval of physical card transactions before syncing to GL.
• Detailed audit log for all changes made for all cards: spend limits changed, card owners transferred, system-driven locks on the card per compliance policies.
• Receipt compliance — opt cards out of reminders, lock cards if receipts are not attached within configurable number of days.
• Proactive fraud alerts and self-serve handling by employees via mobile app / web / email.
• Subscription management: keep records of contracts / related info when a card is created, and key contact personnel with the vendor.

• View and save email thread in Airbase when invoice is forwarded.
• Customize posting period in GL.
• Configure amortization rules during bill creation.
• Select NetSuite amortization schedules in Airbase.
• Option to create a bill in the GL as soon as it’s created in Airbase or after approval.
• Option to initiate payments as soon as all the approvals are done.
• Allow a bill to be edited after it has been approved, and sync updates to the GL.
• Attach files and other supporting information to each bill.
• Exportable aging report.
• View detailed audit trail of every bill — when it was uploaded, approved, and paid.
• See completed and pending bill payments for vendor during bill creation to avoid duplicate payments.
• Option to invite vendors and have them provide their payment and tax details (vendor portal).
• Advanced approval policies allow rules that define who approves bill payments based on location, vendor, categories, departments, and more.
• Allow vendors to upload invoices and track the status of their payments.
• Perform 3-way matching of invoices in Airbase with purchase orders and item receipts in NetSuite.
• Create bills in 145 currencies across all subsidiaries.
• Make local or international payments from your subsidiary’s international bank account (NetSuite only).
• Filter bills by vendors likely accepting virtual cards.

• Advanced reimbursement policies (time, budget, and field-based policies).
• Automated GL coding.
• Receipt inbox to store receipts for later processing.
• Automatic mileage calculation based on origin and destination address or current location on mobile device.
• Specify whether an employee is paid via Airbase or through a separate process (helps with international employees).
• Full reimbursement request creation and approval workflow support on mobile app.
• Slack integration for employee updates and approval workflow.
• Specific Reimbursement GL categories.
• Billable reimbursements.
• Multi-destination mileage reimbursements.

• Granular rule builder for request routing based on department, subsidiary, vendor, amount, GL category, GL tags, and many other dimensions.
• Additional support for approval policies based on GL tags like class, location, cost center, customer / project, etc.
• Unique departmental approval policies.
• Approval groups — require everyone in the group to approve or one member. Sequential and parallel approvals within the group.
• Separate request routing policies for recurring virtual cards, one-time virtual cards, bill payments, reimbursements, and POs.
• Simulate employee requests to make sure your advanced approval policies are correctly defined.
• Support for fallback approver in case no rules match.
• Consistent approval workflow experience for requesters and approvers across all non-payroll spend (corporate cards, bill payments, POs, reimbursements).
• Build policies with Observers to automatically notify users of relevant events associated with a spend request.
• Customize your spend request forms to capture the spend information needed by internal teams. (IT, Security, Procurement, etc.)

• Microsoft Office 365 & Google SSO.
• Okta, OneLogin and SAML provider SSO support.
• Automatic provisioning/deprovisioning with 27 HRIS systems, Okta, OneLogin, SCIM.
• Deep API integrations with QuickBooks Online & Desktop, Intacct, NetSuite, Xero GLs that sync projects, segments, custom fields, and amortization templates (as supported by the GL).
• Manage all spend request workflows via Slack integration.

• One platform to manage subsidiaries with consolidated and subsidiary-specific reporting across all non-payroll spend.
• Support for 200+ countries.
• Support for 145+ currencies.
• Free international payments in local currency.
• Competitive rates for USD wires to other countries.

Customizable accounting policies that can be assigned to users provide the following benefits:

• Set virtual card and physical card sync rules to automatically categorize transactions to the appropriate GL account, subsidiary and tag.
• Auto-populate GL tags (class, department, location, etc.) based on employee who is spending money.
• Customize receipt compliance rules. Remove the requirement to upload receipts for expenses under a certain dollar value.
• Configure which GL categories and tags are shown in drop-downs to users.
• Set aliases for GL categories at the policy level.
• Create unlimited accounting policies.

Airbase offers a rich mobile app with support for the following workflows:

• Approvals across all spend methods — corporate cards, bills, reimbursements.
• Create a new reimbursement request.
• Add and upload receipt.
• Review status of reimbursement requests.
• Receipt inbox to capture receipts for later attachment to physical card transactions and reimbursement requests.
• Physical card related workflows — review transactions, attach receipts and categorize transactions, submit transactions for approval, lock / unlock card.

• Require a W-9 form before bill payment.
• Easily collect W-9 by inviting vendor to self-onboard in vendor portal.
• Generate report of vendors who require 1099 to be generated.

• SOC 1 Type I & SOC 2 Type II Compliance.