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About Fyle

Fyle is an expense management tool that helps SMBs simplify their employee's expense reporting worldwide.

There are 2 core apps in Fyle suite:

  1. Expense App

Employees create and report their expenses to their managers for approval and reimbursements.

  1. Integration App

The accountants & finance team (persona) then export all expenses to close books in their accounting software.

Integrations App ~ the bridge between Fyle and Accounting Software*

*example QBO, NetSuite, Sage Intact, etc.

There are 2 main workflows as follows in it:

1. Configuration & Onboarding Workflow


It is where we define & sets how the two systems speak. And how exports will be carried out and recorded into the accounting app.

2. Dashboard to export Workflow


After config admins perform automatic, or manual export of expenses and error handling & resolution in case of any failed exports.

Issues & problems in our config./onboard workflow

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