The New World of Expense Management: Smart Cards, Real-Time Tracking

The New World of Expense Management: Smart Cards, Real-Time Tracking - Virtual

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Availability

Registration Required

Online Meeting

Jun 16, 2026 11:30 AM - 2:30 PM CT

Cost

Member: $130.00

Non-Member: $180.00

Retired: $130.00

Educator & Government & Non-Profit Employee: $130.00

Credit Offered

3 CPE Credits

Field of Study:

3 Specialized Knowledge

The traditional process of chasing receipts and manually reconciling credit card statements is being replaced by intelligent systems that capture data at the point of purchase. This course provides a practical look at the current landscape of expense and bill management technology, featuring tools like Dext, Bill.com, and the automated features within leading small business accounting solutions. We will examine how these platforms use mobile apps, email integration, and OCR technology to stream transactions directly into the books, significantly reducing manual data entry while maintaining the necessary oversight and approval workflows that businesses require. Participants will explore the practical benefits of modernizing their “cash-out” processes, from deploying virtual cards with built-in spending limits to utilizing AI-driven anomaly detection to flag duplicate or unusual activity. We will discuss the features and benefits of various online payment systems and why a business might choose one solution over another based on their specific integration needs. By the end of this session, you will understand how to build an efficient, transparent expense management system that provides real-time visibility into company spending while strengthening internal controls.

Utilize automated data capture tools to modernize expense tracking and reduce manual receipt collection
Analyze the features and benefits of leading small business accounting and expense management solutions.
Implement automated approval workflows to maintain oversight while increasing the speed of bill payments.
Compare various online payment systems to determine which tools best fit specific business requirements.
Examine how real-time spending data helps businesses identify saving opportunities and manage cash flow effectively.

Modernizing Expense Capture: Utilizing Dext and Mobile App Workflows
Virtual Cards and Bill Pay: Balancing HighEfficiency Automation with Oversight
Integration Strategies: Connecting Spend Management Tools to Leading Accounting Solutions
Feature Comparison: Selecting the Right Expense and Payment Platforms for Your Needs

Accounting professionals seeking to modernize business spending, expense tracking, and bill-pay workflows

Please note that this course is from a third party vendor, K2 Enterprises. We strongly recommend registering no later than one-hour before the course begins. Please contact K2 if you have questions at least 24 hours before the course begins: webinar@k2e.com. Thank you.