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The Definitive Guide to Spend Management

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06

Spend management systems integrations.

Given the connected dynamic between a spend management system and the entirety of a company’s operations, any good spend management solution must work smoothly with other tools.

Moreover, spend management takes advantage of the ever-widening opportunities for software integrations to expand its capabilities by connecting to other platforms and systems.

General ledger integrations.

The central integration for spend management is to GL platforms, whether powerful ERPs or simpler GL systems.

It allows users to build rules to automatically categorize transactions as they happen — corporate card purchases, invoices, ACH payments, expense reports — that then seamlessly sync to a GL. Airbase, for example, has specifically partnered with Intuit QuickBooks, Oracle NetSuite, Xero, and Sage Intacct, to build deep integrations.

It’s easy enough for most software to digest CSV uploads that have been exported from third-party tools. Deep integration means seamless communication without the need for added steps. It means employing the best tools of the partnering software, like NetSuite’s powerful amortization templates that let AP set up non-standard 
payment flows.

Other significant integrations.

Potential future integrations:
  • Cash management software.
  • Travel management software.
  • SaaS management software.
  • Any new meaningful software in the digital transaction space.
Beyond accounting software, spend management also integrates with communication software, like email and Slack, to facilitate a smooth and rapid back-and-forth of approval workflows. When a request to make a purchase is routed to the appropriate approvers, they receive both an email and a Slack message, where they can approve or reject a request without having to break from their environment to log in to the spend management system. Full Slack integration also means being able to ask questions and add approvers from within Slack.

Other integrations that contribute to the efficiency and comprehensiveness of spend management include human resource information systems (HRIS), like Rippling, Gusto, and BambooHR, for the easy provisioning and deprovisioning of employees. This keeps the spend management system safe, secure, and up to date, so that employees who need to make purchases or issue approvals can do so, and those that no longer have authority are removed.

Integrations with security software also help a spend management platform provide the most up-to-date protections, like those offered by Okta authentication software. And, of course, spend management integrates with digital wallets, like Apple Pay and Google Pay, so that cards can be made more secure and payments can be contactless.

Integrations offer an efficient way for spend management to fulfill its promise of a single platform to manage all non-payroll spend. They will continue to extend the functionality, and the quality of spend management software, by linking it to adjacent products. For the most scalable solution, select a spend management platform that both has a built-out integration ecosystem and a roadmap to continue to do so.

Guides and ebooks

The Definitive Guide to Spend Management

Guides and ebooks

The Definitive Guide to Spend Management

06

Spend management systems integrations.

Given the connected dynamic between a spend management system and the entirety of a company’s operations, any good spend management solution must work smoothly with other tools.

Moreover, spend management takes advantage of the ever-widening opportunities for software integrations to expand its capabilities by connecting to other platforms and systems.

General ledger integrations.

The central integration for spend management is to GL platforms, whether powerful ERPs or simpler GL systems.

It allows users to build rules to automatically categorize transactions as they happen — corporate card purchases, invoices, ACH payments, expense reports — that then seamlessly sync to a GL. Airbase, for example, has specifically partnered with Intuit QuickBooks, Oracle NetSuite, Xero, and Sage Intacct, to build deep integrations.

It’s easy enough for most software to digest CSV uploads that have been exported from third-party tools. Deep integration means seamless communication without the need for added steps. It means employing the best tools of the partnering software, like NetSuite’s powerful amortization templates that let AP set up non-standard 
payment flows.

Other significant integrations.

Potential future integrations:
  • Cash management software.
  • Travel management software.
  • SaaS management software.
  • Any new meaningful software in the digital transaction space.
Beyond accounting software, spend management also integrates with communication software, like email and Slack, to facilitate a smooth and rapid back-and-forth of approval workflows. When a request to make a purchase is routed to the appropriate approvers, they receive both an email and a Slack message, where they can approve or reject a request without having to break from their environment to log in to the spend management system. Full Slack integration also means being able to ask questions and add approvers from within Slack.

Other integrations that contribute to the efficiency and comprehensiveness of spend management include human resource information systems (HRIS), like Rippling, Gusto, and BambooHR, for the easy provisioning and deprovisioning of employees. This keeps the spend management system safe, secure, and up to date, so that employees who need to make purchases or issue approvals can do so, and those that no longer have authority are removed.

Integrations with security software also help a spend management platform provide the most up-to-date protections, like those offered by Okta authentication software. And, of course, spend management integrates with digital wallets, like Apple Pay and Google Pay, so that cards can be made more secure and payments can be contactless.

Integrations offer an efficient way for spend management to fulfill its promise of a single platform to manage all non-payroll spend. They will continue to extend the functionality, and the quality of spend management software, by linking it to adjacent products. For the most scalable solution, select a spend management platform that both has a built-out integration ecosystem and a roadmap to continue to do so.

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