See what's new in ExpensePoint: real-time card feeds, new spend controls, flexible automatic reports, tip tracking, and a government-backed AI roadmap.
Finance teams have enough to manage without chasing receipts, waiting for card transactions to appear, and cleaning up expense reports at month-end.
That is why we have been building tools that help your team capture earlier, automate more, and keep spend accurate and visible. This update covers the launch of ExpensePoint Realtime, five recent product releases, and a few milestones for the future of ExpensePoint.
TL;DR: What's new in ExpensePoint
ExpensePoint Realtime: Realtime connects your existing cards directly to ExpensePoint, so eligible transactions show up the moment they happen.
New spend controls: New controls flag category limits, category conflicts, and transaction limits before a report reaches accounting.
Flexible automatic reports: Reports now generate on your card's billing cycle, not just the calendar month.
A simpler submitter experience: Admins can now hide locked fields so employees move through reports faster.
A cleaner Transaction Manager: A new filter hides unassigned transactions so you are only looking at what needs review.
Clearer tip tracking: Tips are now captured as a separate line from the original purchase.
A government-backed AI roadmap: Prairies Economic Development Canada is funding part of the roadmap.
A head start with ExpensePoint Realtime
ExpensePoint Realtime connects the cards your team already uses directly to ExpensePoint, so you see eligible transactions the moment a purchase happens, not 24 to 48 hours later. No new card program. No rip-and-replace of a banking relationship your finance team already trusts. Just the cards you have, feeding data in as it happens instead of after the fact, so every transaction lands with a receipt already attached to match against.
Learn more about ExpensePoint Realtime
New spend controls
New report-level spend controls flag policy issues before a report reaches accounting.
- Category daily limits cap how much can be spent in a given category per day.
- Category conflicts flag expense combinations that should not appear on the same report.
- Expense and transaction limits catch individual charges that cross policy thresholds.
Configure all three against your organization's existing policies, and reports get flagged automatically instead of relying on a manual review to catch what should not have gone through.
Flexible automatic expense reporting
Automatic expense reports can now generate based on card billing periods instead of only the calendar month, with updated import-date options to keep reports aligned with your reconciliation process.
Learn more about automatic expense reports
Clearer tip tracking
Configure tips to be captured as a separate amount from the original purchase, giving finance a clearer breakdown for expense accuracy and reporting.
More updates
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A simpler submitter experience
Admins can now hide locked fields from employees submitting expense reports, cutting clutter from the report editor so employees move through expense entry faster.
Learn how to configure the submitter view
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A cleaner Transaction Manager
A new filter lets you hide unassigned transactions, so the main view only shows activity connected to a user and ready for review.
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ExpensePoint featured in TechTimes
TechTimes recently spoke with ExpensePoint CEO Mohamed Farid about our customer-first approach and vision for the future of AI-powered spend management.
Building what comes next
ExpensePoint has received funding from Prairies Economic Development Canada to advance our AI-powered spend management platform. The support goes toward building more intelligent automation across expenses, cards, and accounts payable.
We have more updates planned, and the AI roadmap funding means our releases get bigger from here. What ships next also depends on what you tell us. So let us know what would make spend management seamless for you.
Keep the feature requests coming.