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5 Questions to Ask Before Choosing an Expense Management Solution

Young professional holding receipts and checking expense management app on her phone while working on a laptop at home office.

Managing expenses doesn’t have to be so frustrating. If you’re still using spreadsheets, email chains, or outdated software, you probably deal with late submissions, missing receipts, and hours of manual data entry. Even worse, you may not know if you’re over or under budget until after month-end. 

The right expense management solution can take away that stress and help your team stay focused on the work that matters most. Before you choose a system, ask these five questions to make sure it solves the real problems your organization faces. 

1. Does It Integrate with Your Existing Systems? 

When expenses sit outside your finance system, your team ends up doing double the work. Someone has to collect receipts, review claims, and then manually re-enter every line into your ERP or accounting software. That means hours spent copying dates, amounts, GL codes, and project numbers — and hoping no one mistypes anything. 

Manual rekeying almost always introduces errors. A wrong decimal point can throw an account off by hundreds of dollars. A mistyped GL code can send charges to the wrong department, leaving managers confused about why their budget looks overspent. And if finance doesn’t catch those mistakes quickly, they have to do journal entries later to fix the books, wasting even more time. 

An integrated system solves this problem by syncing approved expenses directly with your general ledger. Instead of retyping information, the system posts each transaction to the correct account automatically. This keeps data current and consistent across your finance system, reporting tools, and budget dashboards. 

Sparkrock: Sparkrock brings expense management and finance together in one connected system. When an expense is approved, it posts directly to the general ledger with the right account codes — no extra data entry required. This keeps information accurate and up to date across your budgets and reports. Finance teams gain time back to focus on analysis, planning, and supporting leadership instead of cleaning up errors. 

2. Can You See Budgets as You Spend? 

One of the biggest challenges finance teams face is budget blind spots. Managers often approve expenses without knowing how much of the budget remains. This leads to accidental overspending, which no one catches until month-end or even year-end. By then, it’s too late to shift funds or adjust spending plans, leaving finance scrambling to explain why programs are over budget. 

A good expense management solution prevents this by giving managers real-time budget visibility at the approval stage. Before approving an expense, they should see how it impacts their remaining funds. If a claim will push them over budget, they should be able to make adjustments or flag the issue right away. This proactive approach keeps spending aligned with organizational priorities and reduces unpleasant surprises during financial reviews. 

Sparkrock: Sparkrock gives managers instant access to up-to-date budget data at the moment they review an expense. They can see exactly what’s left in their budget before approving, reject or redirect expenses if needed, and keep programs financially healthy. This level of visibility empowers leaders to make confident spending decisions, protects programs from running out of funds, and keeps the organization’s financial picture accurate in real time. 

3. Is It Easy to Use on the Go? 

Late or missing expense submissions are one of the most common frustrations for finance teams. When employees have to save paper receipts, wait until they’re back at their desks, and fill out complicated forms, they often delay submitting altogether. This creates a pile-up of expenses right before month-end, forcing finance teams to chase employees for missing information and causing delays in reimbursement. 

An effective expense management system removes that friction. Employees should be able to capture receipts immediately, submit claims quickly, and check approval status without sending follow-up emails. A tool that works just as well on a phone or tablet as it does on a computer keeps the process moving and reduces the month-end rush. 

Sparkrock: mySparkrock makes expense submission easy from anywhere. Staff can snap a photo of a receipt as soon as they get it, attach it to their claim, and submit it in just a few taps. There is no waiting and no paperwork. They can also track approvals in real time, so they always know where things stand. For finance teams, this means fewer delays, cleaner records, and a smoother month-end process. 

4. Does It Support Compliance and Audits? 

For many organizations, preparing for an audit is a scramble. Finance teams dig through email threads, paper files, and spreadsheets trying to match receipts with approvals. Missing documents or unclear approval trails create delays, and the stress of pulling everything together takes time away from daily work. 

A strong expense management solution should remove this burden by enforcing your expense policies automatically. Each expense should follow a defined approval workflow, and the system should log every step — who submitted it, who approved it, when it was approved, and what budget it hit. Receipts should stay attached to the transaction forever, so nothing gets lost in the shuffle. 

Sparkrock: Sparkrock automatically records every step in the expense process, creating a complete and reliable audit trail. Approvals, dates, and receipts are stored with the transaction, making them easy to retrieve whenever they’re needed. When auditors request documentation, finance teams can pull it up in seconds instead of days. This not only makes audits faster and less stressful but also builds confidence that your organization is meeting funding and compliance requirements year-round. 

5. Can You Spot Trends and Share Insights Instantly? 

Month-end reporting is often too late. By the time numbers are compiled, overspending has already happened, and leadership meetings become post-mortems instead of strategy sessions. Finance teams spend hours consolidating spreadsheets from different systems, and stakeholders don’t get answers until well after they’re needed. 

A strong expense management solution should go beyond transaction-level budget checks. It should give you organization-wide visibility so you can identify patterns, track spending by program or department, and spot unusual activity in real time. The ability to generate and share reports instantly helps leaders make informed decisions while they still have time to act. 

Sparkrock: Sparkrock gives leadership real-time insights they can act on. Finance teams can create reports instantly, drill into details, and share dashboards across the organization. Instead of chasing numbers after the fact, they can focus on guiding strategy, reallocating funds, and supporting smarter, data-driven decisions. 

Choose a Solution That Reduces Stress 

Asking these five questions helps you find a system that works for everyone — from employees submitting receipts to finance teams closing the books. The right solution cuts out duplicate work, keeps budgets accurate, and gives decision-makers the information they need when they need it. 

Sparkrock brings expense management and finance together in one connected platform. That means fewer manual steps, better visibility, and a smoother process for your entire organization. 

Ready to see it in action? Book a demo and explore how Sparkrock can simplify expense management and give your team more time to focus on the work that matters most. 

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