Future-proof and
team-friendly.
We’re like the Herbie of the finance world. Fully-loaded and sentient. Kind of.
We’re like the Herbie of the finance world. Fully-loaded and sentient. Kind of.
Scan your receipts, invoices, POs, and more. We recognize the right info and fill in the fields for you.
Just review and send.
Create multiple transactions across different types, projects, departments, and so on. We split ‘em up for you.
Kind of a last minute person? No problem. Create as many transactions as you want in a single report.
Transactions are not always on home turf. Switch between currencies for any transaction.
(There’s always a default)
End-to-end visibility from creation and approvals, to accounting, payment, and closure in real-time so you never, never have to follow up again.
Attach everything from official purchase quotes to invoices so you’ll always have the right and full context.
Need more info? Need less info? Create, rename, or delete any field for your transaction.
Get started with the usual set OOTB. Add or edit your own as you go!
Assign and track spend/revenues to a project you’re working on. Makes it easier to bill clients or accounts.
Keep track of every change so you’re always in the know.
Sometimes it’s just easier if your team can access the transaction and help you out. Share with a click.
Everyone’s busy and a lot of stuff slips through the cracks. Email, push, and phone notifications.It’s quite literally the least we could do.
Speak to everyone across the approval chain + finance + accounting + your cat.Sort things out faster.
Instantly know if the transactions are within budget (for spends), flag issues and duplicates, and quickly compare with other team members, depts. and more.
Initiate transactions on behalf of other team members. Policies and workflows kick-in for the right person, no problem.
A couple of clicks and any tax credits you can claim, are accounted for.
Ready-to-use templates for all the commonly used transactions. You can tweak these at any time.
GAAP accounting entries automatically created for every transaction. Just review.
Directly complete payouts right from the platform!
Create and manage your own policies any time with the ultra-simple policy builder. Policies are implemented as soon as they’re created.
Make your policy live or deactivate it with a single click - Only applies to new transactions created since.
Decide which policy applies to a transaction by (transaction) type, amount, creator, department, or literally anything.
Transactions are not always on home turf. Switch between currencies for any transaction.
(There’s always a default)
Decide what you’re fine with allowing in terms of transaction amounts, over-budget approvals, invoice deadlines and much more.
Capture additional information, require additional approvals and reviews or simply stop the transaction.
Define policies as you see fit, layer rules and logic to fit any use case.
Route transactions through linear or sequential approval and review steps ensuring the cleanest process.
Assign and track spend/revenues to a project you’re working on. Makes it easier to bill clients or accounts.
Add, remove, or edit steps for approval and review - in sequence or otherwise.
Add approvers and reviewers based on title, manager, or an individual user so it’s the same for everyone.
Different teams have different transactional behaviour. Easily give them greater flexibility with pre-approved exceptions to policies.
Set limits on transaction amounts, travel claims, and more by department, by user, by title, by employee grades, and more.
Automated reminders for approvals as well as easy access to all pending actions on your plate.
Detailed logs of every action, approval, review, and change made to the transaction including policy deviations and how they were handled.
Complete repository of all evidences, documents, invoices, receipts, POs, and so on. Always accessible.
Filter and share your data with auditors to ensure super-fast audits where your’re always in control of the level and duration of access.
Manage automatically detected issues such as duplicate receipts, policy violations, overspending, and more.
Auto capture and computation of taxes from the invoices and other documents. Input credits accounted for as well.
Real-time visibility that ensures you know of potential problems well in advance.
Compliance dashboards and reports that consolidate all policy deviations, problems and risks that need your attention.
Differentiate between transactions that are refundable, that can avail tax benefits, and more.
Assign budgets by department, cost center, secondary cost categories, month, quarter, groups, and more...
It should be easy, but not too easy - dedicated approval workflows even for those allowed to make changes.
Create and maintain separate budgets for different P&L divisions within your business(es). Manage shared and separate budgets easily.
Track and visualize your allocated, utilized, and remaining budget in real-time across departments and cost categories.
Get notified when your budget utilization crosses certain thresholds. Helps you track spend, adjust your planning, and revise forecasts.
Figure out your top spend categories, departments, transactions, and more with dashboards and reports.
Single dashboard that captures all key business metrics - perfect for you as a CEO/CFO.
CFO and finance leadership dashboard that gives you all key financial metrics in a single glance. Drill down for more details.
Simplified dashboards for non-finance teams to manage their day-to-day payroll, docs, transactions, and more.
Dedicated dashboards for financial service partners - CAs and accountants, with summarized metrics and action items.
As all of your transactions are routed through the platform, your metrics are always reported in real-time. No more once-a-day updates
You have complete flexibility in terms of setting up your dashboards the way you want them. We’re always working on surfacing better insights.
Allow differentiated access to distinct dashboards based on titles, departments, user types or individual users themselves.
Dashboards that portray all of your transactions, across all of your business, across all of time. In one single place.
Codified and ready to use - completely OOTB. Get started immediately (or customize).
Claim input tax credits based on the transaction type - automatically account for it too.
Journal entries based on your specifications created auto-magically! Simply review and post.
Full view of records for all transactions - edit, add, delete, and push to your accounting system with ease.
Export your accounting entries as csv, xls, or xml files and upload to your accounting tool of choice anytime.
Single-click post and reconciliation with real-time sync.
Single-click post and reconciliation with real-time sync.
Single-click post and reconciliation with real-time sync.
Single-click post and reconciliation with real-time sync.
Single-click post and reconciliation with real-time sync.
Single-click post and reconciliation with real-time sync.
Single-click post and reconciliation with real-time sync.
Even more flexibility to use RouteNow the way you want.
Invite your teams to RouteNow with ease. Automated invitations and account setup guides.
Manag your business locations, divisions, registration info and more.
Choose your operating and reporting currency defaults. Change these at a transaction level any time.
Edit and manage roles, grant or revoke access to transactions and dashboards, add, remove, or deactivate users.
Create and manage multi-level org structures with parents and subsidiaries with consolidated reporting options.
Manage default user types as well as add or remove custom types such as business partners, customers, vendors, contractors, freelancers, and more.
Choose what users can do with their accounts - edit personal info, update banking details, access employement records, manage payslips, and more.
There’s a lot more headed your way.
So you can do all of this anytime, anywhere.
While you can still add them to your account, the update will transform the way you think of vendor management today.
Milestones, OKRs, Gantts, Kanbans... manage projects your way.
Like your very own hub for posts, announcements, transaction feeds, and more.
Manage all your customers from a single account.
With pretty much anything you use (or plan to).
Regulatory and statutory compliance management
Simplified financial planning and analysis
