Sage Expense Management
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Proceeds Waterfall Analysis
- Collaboration
- Cloud-Based Equity Portal
- Electronic Document Management
- Financial Round Modeling
- Equity Management
Pricing Info
Pricing Info
TruEquity offers a free plan and three enterprise pricing plans.
Founder – Free
- Includes 10 shareholders
- Shares and options management
- Support via forums
Standard – $49/month ($1.20/newly added shareholder)
- Includes 10 shareholders
- Shares and options management
- What-if scenario modeling
- Support via forums and email
- Option expense reporting – $999/year
Premium – $199/month ($2/newly added shareholder)
- Includes 50 shareholders
- Shares and options management
- What-if scenario modeling
- Electronic document management
- Proceeds waterfall analysis
- Support via forums, email, and phone
- Option expense reporting – $1,499/year
Enterprise – by quote
- All Premium plan features
- Customization
Integrations
Integrations
TruEquity supports e-signature through its integration with:
- DocuSign
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Kaltura, Zerto, Carmel Ventures
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
TruEquity is a complete and end-to-end cap table software that accelerates and improves analysis and collaboration in private equity administration.
Company Email
info@truequity.com
Contact No.
Company's Address
TruEquity, LLC
2672 Bayshore Parkway Suite 1055,
Mountain View, CA 94043
USA
TruEquity Comparisons
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Automatic Data Extraction
- Automatic Policy Enforcement
- Real-time Expense Visibility
- Dynamic Approval System
- Custom Approval Hierarchy
- 3rd Party APIs
- Trip Authorization and Requests
- Multi-Country & Multi-Org Setup
- Automatic Account Syncing
- Corporate Cards
- Advance Management
- Duplicate Detection
- Mileage Claims
- Analytics
- Expense Audit Trail
Pricing Info
Sage Expense Management offers usage-led pricing, billing users only when they create at least one expense or have a corporate card connected to Sage Expense Management with at least one transaction on it in a month. These are called active users. This means users can onboard all employees but get charged only for active users. They can then book a demo to get a quick tour of how the software works.
Below are the three plans Sage Expense Management offers based on the users’ needs:
Growth – $11.99/month
- Unlimited receipt scanning with automated data extraction
- Receipt collection & expense completion via Text Messages
- Unlimited expense tracking from, Gmail, Outlook, Slack, and more.
- Mileage & Per Diem tracking
- Direct Visa integration via real-time feeds
- Direct Mastercard integration via real-time feeds
- American Express virtual Cards
- Instant text notifications for card spend, receipt collection via text and automated reconciliation
- Personal card management
- Universal statement parser to import credit card statements
- Automated credit card reconciliation
- Single-stage approvals
- Business rules and real-time policy violation checks
- Custom employee categories and expense fields
- Employee access delegation
- Two-way integrations with:
- QuickBooks Online
- Xero
- QuickBooks Desktop (additional cost applicable)
- AI-powered Copilot for instant spend insights and real-time support, get expense breakdowns and instant answers to all your queries.
- Basic email and knowledge base support
- Optional premium support with 24/7 live chat based support (additional fee applicable)
Business – $14.99/month
Everything in Growth plan, plus:
- Multi-org, multi-stage and policy-driven approvals
- ACH reimbursements (US only)
- Project expense tracking
- Custom data exports, including MIS
- Multi-currency, multi-region setup with multiple entities/orgs
- Two-way integrations (one-time implementation fee applicable) with:
- NetSuite
- Sage Intacct (Sage fees as applicable)
- Sage 300 Construction & Real Estate (Sage fees as applicable)
- QuickBooks Desktop (additional cost applicable)
- Direct, third-party, and API integrations with any accounting, travel, HRMS, and payroll software
- Premium Support with 24/7 live chat and email-based support, with a named account manager
- Optional SSO (additional fee applicable)
Enterprise – By quote
Everything in Business plan, plus:
- IP whitelisting of admin accounts
- Google single sign-on (SSO)
- Single sign-on with AD and Okta
- Branded account and emails
- Dedicated Enterprise Account Manager
- Half-yearly business reviews to optimize cost and compliance
- Customer Advisory Group for feature suggestions and direct FaceTime with the Product and Engineering teams, with priority access to features and planned deployments.
Integrations
Sage Expense Management integrates with the following business systems and applications:
- Intuit Quickbooks
- Xero
- travelperk
- Gmail
- Office 365
- Oracle NetSuite
- Sage Inacct
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Aprio, Centric, Sprenger
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Sage Expense Management is an AI-powered spend management platform with intuitive features including Facebook plugins.
Company Email
support@fylehq.com
Contact No.
Company's Address
Fyle Technologies
Newark, Delaware
United States
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No Accounting Software will be perfect enough to cater to all the requirements of a specific team. While key functionalities of TruEquity and Sage Expense Management are important you should also thoroughly explore the integrations offered by every solution. Very often your team will already be working with some other SaaS software in your company and it’s much wiser to choose solutions that integrate well with each other. With that approach you can ensure a reliable exchange of information between your teams and software used, which can really reduce time devoted to migrating between one software and the next.
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