Airbase Reviews & Product Details

It is super easy to use and user-friendly, I did not know anything about Airbase when I joined Doximity but it hardly took me time to learn the tool!

Would love to have more enhancements so that I do not have to click too many times to find something I need.

Processing invoices, approving PO's, can use this tool forever if I get to see more enhancements

Ease of use with regards to submitting a reimbursement. There are no snags along the way, and being in finance, I love the ability to connect with a chart of accounts

Permissioning capabilities could be better. I think the admin should be able to modify every aspect of a user's permissions. For instance, maybe an executive assistant to the CEO should be able to approve invoices on their behalf for expenses up to a certain $ amount and then anything thereafter would get pushed directly to the CEO. Things of this nature

Employee reimbursement and the ease of use with accounting softwares. Potentially benefitting financially due to the time saved on reclassing expenses

I like the user interface of the web application. It is very easy in one place to see all relevant cards and any pending approvals for your manager or subordinate.

I think it would be beneficial to add in a note/disclaimer when selecting a one-time use card. Recently, I booked a flight on the portal, I guess the flight was broken up into a few different charges (booking, website fees, etc.). The card only accepted payment on the first charge (website fees) and then I just had a partial booking with several declined transactions, that had to be corrected. It could be helpful to add a small "heads up" when selecting a one-time use card.

Airbase is just making it very easy to view/submit expenses and request reimbursement in a simple, streamlined way. As just an end user (not an admin), I can really only speak to the UI/UX of the portal and its ease of use for expenses and vendor management.

I love the design of the online dashboard, being both beautiful and easy to digest. I also love the ease of use with the physical card and how funds are added.

So far I haven't found anything that I dislike or would want to improve. It would be nice to be able to link personal rewards cards in some way to earn points.

The biggest problem Airbase is solving is removing the need to save receipts and submit expense reports. It's nice to just have money loaded and use it.

The ability to create a visa card for reimbursements so quickly and easily is great; only having to wait for my manager's approval is the simplest part that I don't have to think about.

It would be nice if users could upload multiple receipts for a specified purchase. For instance, on Amazon, I can only purchase one thing at a time with a new card for each item because there are usually different sellers for separate items. If I were to buy all items at once, Airbase would decline the purchase and charge my personal card, causing me to go back and request a reimbursement for the difference.

With Airbase, I no longer have to send my receipts for purchases to my companies Finance team. Instead, I do everything in one centralized place w/o having to go back and forth. This way I get approvals and money faster.

There are a lot of great features about Airbase. In particular, it is helpful that the platform automatically pulls the relevant information from the invoice fields and pre-fills the vendor name and owner. Furthermore, the ease of adding layers of approval and not having to manually track those and initiate payments after approvals have been a huge time saver for the accounting department. The integration to our accounting software is essential. It allows us not to spend time manually entering bills/payments into our accounts. From a cash planning perspective, the scheduled payments tab is extremely helpful for us to help our operating expense funding plan. Airbase removes a lot of the manual processing and allows the team to focus on whether the spend is appropriate and get the proper approvals and payments out on time. For the year that we've used this platform, it has been one of the most utilized accounting tools, and I'm excited to continue using the features and value Airbase provides for our Company.

One area of improvement that would be helpful is to remove the amortization entires of denied/archived bills. I still have to go into Quickbooks Online and manually delete those entries. I think another feature that would be helpful is that when I process an invoice, and an approver adds comments, only the vendor owner/other approvers get a notification of the comment. I think it would be helpful for whoever is processing or had sent the email to the Airbase inbox to receive a notification of comments as that person, as a part of the finance team, would need an understanding of what needs to be updated/modified/vendor conversations. I'm not sure if this is currently a feature, but having Airbase connect to slack and to be able to send approval reminders to team members through slack would be extremely helpful. We also process many of our prepaid invoices through airbase, it would be great to be able to download a prepaid expenses register and amortization schedule.

We solve the issue of tracking our invoices and payments. Airbase removes a lot of manual work that we usually would have to do in tracking who has approved bills and entering bill information into our tracking spreadsheet. Additionally, some vendors will send their invoices multiple times to process and remind us when payment is coming due. Airbase will not process invoices when the same invoice number has already been processed previously. Airbase is a great tool for us to see where all of our invoices stand and what part of our approval workflow they are in.

the ability to create a temporary virtual credit card for a one-time payment is great. makes bill payment much easier. the UI is quite simple and clean, very user friendly -- you don't have to have an accounting degree to use this stuff, it's very intuitive.

no clear escalation path for things like disputing a credit card charge, for example. and it's too easy for individuals to charge back to different departments, e.g. someone in HR submitting a payment and marking it to hit Finance team's budget.

easy way for individuals to pay invoices with simple tracking for actuals and proper approvals / oversight. helps a growing business scale bill payment.

I love being able to see all of our non-payroll spend in one place and being able to direct employees to one platform for all of their needs instead of 2 or 3. The reimbursements module has received rave reviews compared to our old solution (Expensify). The approval flow is super customizable with the advanced approval module, allowing all of our stakeholders to be involved in the review/approval process.

Physical cards need some improvement. Employees not being able to request limit changes via the app is definitely a product gap, as it means that we have to resort to Slack/email for approvals. Being able to change limits in batch would also be useful, as would the concept of budgets instead of just a credit limit. For context, we come from Divvy, so there are definitely some features that I miss.

Having the approval flow is huge, especially as we grow and the likelihood of an audit increases. Department leaders having real-time access to spend reporting is also a huge win. Reimbursements have also been going very smoothly.

Controls around managing vendors and expenses between departments

Integration with Quickbooks DT could use improvement

Overall we manage our vendors much more efficiently and cut down on payment processing time

Airbase is a great tool that helps to automate and streamline procurement. I think it has a really good layout and very easy to use. I find the dashboard really helpful to manage requests and the workload. I mainly work with bill processing. It is amazing how automation helped us save the time to process incoming bills

--I would like to see more functionality around reporting and custom fields and filters. Sometimes I find it difficult to find information in one place; instead I have to click in multiple places and consolidate my findings. For example if I want to see all PO for one vendor I can't currently do that. I have to go to open PO, request, closed POs. Archieved POs. I think everything that is vendor related should be accessible from just the vendor profile. --I would like to see a better sync with our accounting system. If information for vendor details like 1099/address lives in Airbase, I want to see that information in Inacct too. Currently only vendor name syncs with inacct which is not very helpful for 1099 purposes. --I also would like to see more options for accounts. For example for balance sheet accounts I would like to see corresponding expense account. Right now you can split amounts on the bill/PO but you can't select balance sheet and coresponding P&L account.

-Working right now to streamline vendor profiles and make sure that information captured in Airbase is useful for 1099 production and vendor details tracking for the accounting software. Currently, Airbase has only one-way sync, which imposes a lot of limitations. -Trying to find a better way to manage credit card transactions and reconcile it to the statement. -Other minor issue around PO and bill functionalities.

The approval process is much easier for my company. I have recovered an hour and a half each day

Not being notified if a vendor has not had their ACH information approved. I have to keep checking back to pay them.

Time-saving on approvals. Hoping my company invites our clients to use it so they can take some data entry from me

-User-friendly interface - Slack notifications

- non automated approvers - Search all virtual cards vs Recurring and One expenses search

Creating POs

The best feature within Airbase is the virtual credit card workflow. Once a card is approved and set up correctly, each charge is automatically coded to the appropriate GL account/Dept and synced without requiring review by accounting. Another great feature is the receipts matching, which can be set up so that the spender requires no work if they provide the vendor with the unique airbase email.

My biggest issue with airbase is reconciling the Airbase clearing account with the corresponding cash account in our accounting system. I run into problems with dates not lining up and the balances not reconciling pretty regularly, which requires extra investigative work.

Airbase has allowed us to implement new internal controls for procurement and streamlined approval processes for employees' spend. These features ensure that no expenses go unreviewed by the accounting team before they get charged/invoiced. The setup for the virtual credit cards also saves us time not having to reconcile credit card statements.

-The virtual card module of Airbase is superb. It is incredibly easy to issue cards with flexible controls & accurate GL coding. -Bill Pay is solid and even supports international transactions. -Their implementation team, while mostly overseas, is very diligent at making sure your team is onboarded and everything continues to work smoothly.

-The overall layout of the platform needs to be a bit more straightforward and intuitive. It is sometimes difficult to locate certain modules. -It would be helpful to see which employees are tied to certain subscriptions that we pay for. -Reconciling our account is painful. We can't complete it until pending transactions settle out, and there is not even a PDF statement. -The platform needs a better sense of accrued expenses.

We have streamlined our procurement and bill payments processes. Airbase has created a clear approval paper trail and effective coding to our GL.

Organized workflow to route approvals and see status. Dashboard & reporting, and email reminders are also helpful

Small quirk - from Okta, have to click 2x to successfully log in

Visibility and organization of bills to approve

As a user, it is effortless to upload receipts/attach documentation

As an admin, the navigation between those for whom I am a delegate could be better. There is no alert (yet) for missing expense information aside from the receipt (category, description, location, etc) . It would be nice to be able to filter by missing info rather than the expense only being listed in chronological order. It would also be nice to be able to list virtual cards in alphabetical order rather than the order by which they were approved so it's easier to find a specific one. Re: comments on POs/VCs, it would be helpful for the comment to have an actual date, rather than "5 days ago", etc.

Approval workflows; all information in one place.

Virtual cards and invoices in same tool.

Invoice approval is harder to do in batches.

Single source for all AP (virtual cards and invoices).

I love the virtual card feature. Makes it so easy to expense without being out of pocket.

Things can get a little buggy sometimes when uploading expenses but usually not an issue.

Not having to worry about having a corporate card, which I thought I liked, but now realize is more of a burden than I thought.

Very easy to use - both in app and website

Some limitations around expense reporting

Tracking expenses across the company

Airbase is a quick and easy way to process payments. Doesn't require too many hoops to jump through and the security of each payment is top notch.

There isn't much I dislike about airbase.

We can process payments quickly and easily.