Expense management that lives inside Salesforce
Capture receipts, check every claim against your spending policy automatically, and send approved expenses straight to your accounting system, without leaving the org your team already works in.
A native managed package. Your expense data stays in your Salesforce org.
Bristol
- Within the £50 client meal limit
- Receipt attached
- Submitted within 30 days
| Account | Cost centre | GBP |
|---|---|---|
| 7400 Client entertaining | Sales UK | 38.60 |
From receipt to ledger in four steps
Every claim follows the same path, so finance sees clean, policy-checked expenses rather than a pile of receipts to chase.
Capture
Employees add expenses and upload receipts from Salesforce on desktop or mobile.
Check
Your spending policy runs on every line, flagging anything over a limit or missing a receipt.
Approve
Reviewers work through claims in one workspace, with the receipt next to each line.
Export
Approved expenses go to your accounting system in the format it expects.
Built for the people who close the books
OutlAId gives finance control without slowing down the people who spend.
Policy you configure, not code
Set limits by category, role or location as configuration. Change a rule and it applies from the next claim, with no developer and no release.
A review workspace for approvers
See each expense line beside its receipt, with policy exceptions highlighted, so approvals take minutes rather than an afternoon.
Multi-currency with live FX rates
Staff claim in the currency they spent. OutlAId converts to your reporting currency using current exchange rates.
Notifications that keep claims moving
Submitters, approvers and finance get an email when a claim needs them, so nothing sits in a queue unnoticed.
Native to Salesforce
Installed as a managed package in your org. It uses your users, your permissions and your security model, with no separate system to administer.
Ready for your chart of accounts
Map expense categories to your GL accounts once. Every export arrives coded and ready to post.
Exports to the accounting system you already use
Ready-made export templates for the most common UK accounting platforms, and a generic CSV for everything else.
- Xero
- QuickBooks
- Sage
- FreeAgent
- Generic CSV
Install OutlAId by CloudSynergy from AppExchange
Add it to a sandbox first, try it with your own policy and ledger codes, then roll it out when you are ready.
Get it on AppExchange