From scanning receipts to tracking spend, everything is designed to simplify how spending is justified, approved, and organized. Whether it’s a flight, a coffee, a client dinner or a mileage claim — every expense fits seamlessly into your process.

Expense setup so easy, it's just

1

Connect your finance system

Use built-in integration or create your chart of account.

2

Map your expense categories

Review expense categories and create automation rules.

3

Test your end-to-end workflow

Submit an expense and run a finance extract to valid your setup.

Designed to save you time and effort

Save time

Stop manually collecting receipts, spreadsheets, and chasing approvals. Automated expense tracking, receipt scanning, and approval workflows cut processing time and accelerate reimbursement.

Maintain visibility over employee spending

Get real-time insights into company spend, track budgets, and identify cost-saving opportunities. Know exactly where your money is going instead of waiting for monthly reports.

Stay compliant

Built-in spending controls and approval rules prevent policy violations before they happen. Reduce errors, frauds, and maintain audit-ready documentation automatically.

Before you dive in

To simplify your expense setup experience, let's define the basics of your company spend: the what, how and who. You can download the excel template mentioned in this video at the bottom of this page.

Get expense up and running

Follow our step-by-step guides for a seamless setup experience, and remember— your customer success team is just an email away at help@neo1.com whenever you need a helping hand!

 Start expense setup 

Learn by video

1- Set your finance system

To begin, let's connect your finance system for a seamless expense experience.

 Watch Now → 

2 - Set expense categories

Review expense categories and define automation rules to ensure a smooth reconciliation.

 Watch now → 

3 - Test your workflow

Run an end-to-end test and run a finance extract to finish expense setup.

 watch now → 
← Scroll to see more videos →

Take the next step: become an advanced user and get more from expense

Now that you've mastered the essentials, discover how much more Amex GBT's spend platform can do for you. Explore advanced settings and join the ranks of champion users who experience seamless, tailored spend management.

Tailor expense to your needs

1
Create and manage custom fields
Tailor expense with custom fields, set dependencies, approvers and automation rules for effortless spend management.
2
Set tax codes and mileage rates
Customize tax code rates and set mileage rate for accurate expense calculations and seamless compliance.
3
Create and manage spend rules
Create and manage spend rules to fit your business requirements, based on expense categories, payment method or people group.
4
Connect and manage Corporate Card
Connect your corporate card feed and map connected card to users to better streamline expense management and eliminate manual entry.
5
Manage People groups and Recipients
Manage people groups and recipients to enforce role-based spend limits for your users and maintain policy compliance.

FAQ

 Do I need to upgrade my account to set up expense?  +  
No upgrade required. Expense management is included in your existing Amex GBT's spend management platform subscription. Simply setup the feature through your admin settings and start managing expenses immediately alongside your travel bookings.
  What expense management features are included?  +  
Amex GBT's spend management platform includes automated receipt scanning, real-time expense tracking, customizable approval workflows, policy compliance checks and integration with accounting systems and detailed reporting.
  Can I customize expense policies and approval rules?  +  
Yes, set up custom spend rules, define approval hierarchies, create expense categories specific to your business, and establish automatic out-of-policy alerts. 
  Do you provide assistance with expense setup?  +  
We offer multiple support options including step-by-step setup guides, in-app guidance personalized onboarding calls, and customer success support at help@neo1.com to ensure your expense feature is configured perfectly.

Need help? Contact our support