ExpensePoint Onboarding Puts Your Team at the Center

We configure your workflows, train your team and support you every step of the way so you feel confident from day one. From kickoff to go-live, our onboarding is led by real people who understand your goals and guide you every step of the way.

Our Trusted Advisors Will Get You Up and Running With Ease

We do the heavy lifting so you don’t have to. Your ExpensePoint account comes fully
configured with your workflows, teams and GL codes, ready to use from day one.

Kickoff & Planning

Kickoff & Planning

A quick start, built around your goals.

Setup & Training

Setup & Training

We configure everything and train your team.

Go Live & Support Handoff

Go Live & Support Handoff

Launch smoothly and meet the support team that already knows your setup.

What You Can Expect From Onboarding With ExpensePoint

STEP 1

Kickoff & Planning

We begin with a short planning session to align on your goals, timelines and key milestones. This conversation helps us understand how your teams work so we can tailor the setup to match your processes. You'll also get a clear outline of what to expect throughout onboarding.

Kickoff & Planning
Setup & Training
STEP 2

Setup & Training

Once we have what we need, our team gets to work configuring your account. We’ll walk you through your system once it’s set up and provide targeted training for both administrators and users. This ensures everyone—from finance leads to field staff—knows exactly how to use ExpensePoint with confidence.

STEP 2

Setup & Training

Once we have what we need, our team gets to work configuring your account. We’ll walk you through your system once it’s set up and provide targeted training for both administrators and users. This ensures everyone—from finance leads to field staff—knows exactly how to use ExpensePoint with confidence.

Setup & Training
STEP 3

Go Live & Support Handoff

Before launch, we review your setup together to confirm everything’s working the way you need it to. Then we introduce you to your support team—the same people who already understand your setup and goals. They’ll be your go-to resource for ongoing questions and guidance after go-live.

Go Live & Support Handoff

What Our Customers Say About ExpensePoint

Quotation Marks

The support staff at ExpensePoint has been extremely helpful and always very quick to respond and resolve any issues I may have. Their customer service is very personal and professional. The ease and organization of communication regarding the expenses submitted between staff and myself has been an immense help for me.”

–Roxanne, Payroll Administrator, Non Profit

5 Stars Review
Quotation Marks

The support was pivotal to our success in using this product. Our rep was always available for questions and very helpful in finding solutions that met our needs.

The system is so versatile that it can adapt as we grow.”

–Tonia, Accounting Coordinator, Construction

5 Stars Review
Quotation Marks

I had a great experience setting up the platform, getting personal training and my service rep is excellent. Again, I can't emphasize enough the level of personal support you get for such a reasonable price. I'm getting the same support an organization 100 times my size would receive. Great product!”

–Mark, President, Environmental Organization

5 Stars Review

Support that Knows Your Name, Your Setup and Your Goals

Your dedicated support team does more than respond to your issues. They understand your setup, guide your admins and help you get the most out of ExpensePoint. There are no chatbots, no ticket queues, just friendly, knowledgeable help when and where you need it.

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Ready For Simpler, Efficient and
Friendly Expense Management?