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Paylocity for Finance

AI-powered expense management and real-time control

Transform how your organization manages employee expenses. Snap receipt photos on mobile, let AI parse the line items, and reimburse approved spend directly on payroll.

Expense Management
Key Advantages

Why businesses choose Paylocity for Expense Management

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AI OCR receipt scanning extracts vendor, amount, date, and tax with zero manual data entry
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Out-of-policy violation alerts notify managers and employees before expense reports are submitted
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Direct reimbursement on employee paychecks eliminates separate check runs and vendor fees
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Multi-level approval workflows by department, project, cost center, and dollar threshold
Core Features

Capabilities that elevate your operations

Built with modern automation and mobile-first design to empower your entire organization.

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Mobile Receipt Capture

Employees photograph paper receipts or forward email receipts directly into the Paylocity mobile app.

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Policy Safeguards

Flag weekend meal purchases, alcohol, duplicate receipts, and missing tax details automatically.

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Payroll Reimbursement

Approved reimbursements flow automatically onto the next scheduled paycheck as non-taxable earnings.

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GL Accounting Sync

Export structured general ledger journal entries directly to NetSuite, QuickBooks, or Intacct.

4 Days Average Time to Reimburse Employees

“Our employees get reimbursed on their regular paychecks, and our accounting team saves 15 hours each month.”

Brian Vance
Controller, Apex Group
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See how our expense management capabilities connect with the rest of your organization.
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