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About SpendNote

Clara AI Deep Dive with Clara AI

SpendNote is a browser-based petty cash app for small teams that handle physical cash. Every time cash changes hands, someone records it: who gave it, who received it, how much, and why. The whole team sees the same record on phone, tablet or desktop, so you always know who has the cash right now. Cash can be split into multiple cash boxes by location, event or purpose, each with its own live balance. Every transaction lands in a searchable history, so nothing gets lost in a drawer or a group chat. When a handoff needs proof, SpendNote generates a receipt in about 30 seconds. Print two copies on one page for signatures, save a PDF, or email it directly (Pro). Receipts can carry your logo, and on Pro their labels can be edited, so receipts can be in any language. A daily cash report shows a box's opening balance, cash in and out, expected closing balance, and a cash count section to sign at close. Typical uses: office petty cash, event cash at multiple points, employee advances and deposits, and community treasurers. SpendNote documents internal cash handoffs only. It is not a tax tool and does not produce invoices. Data is hosted on EU servers and encrypted in transit and at rest.

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Screenshots & Videos

Petty cash tracking for small teams
Live balances for every cash box
Record a cash handoff in seconds
Video Thumbnail

Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • Small Business

API Support

  • Not available

Modes of Support

  • Online

SpendNote Features

Expense Management Features

Reconciliation Summary

A statement prepared to report total outstanding payments and receipts.

Receipt Management

Store and manage receipts of the expenses incurred by the employees.

Spend Control

To reduce spending and prevent unauthorized use by setting transactional control.

Card Spending Tracker

Automatically tracks the expense done using a linked debit or credit card.

Multi-level Approval

A sequential and thorough review process to approve expenses.

Tax Claim

Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.

Bank Feed Sync

Can sync with bank notification and fetch expenses to make entries in the record book.

Receipt Scanner

OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.

Multiple Reporting Currency

Reports entries from different origin currencies in the native exchange rate.

Reimbursement Management

Helps in managing employee expenses claims and regularize the approval process.

Expense Approval

Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.

Third-party Integration

Offers synchronization with third-party applications

Mileage Tracking

Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Cash Flow Management Features

Real-time Cash Visibility

Allows to view all your account balances seamlessly in a single, streamlined dashboard.

Audit Trail

A record of changes made in chronological order of a user or activity

Multi-entity Consolidation

Consolidates cash positions across all subsidiaries.

Budget vs Actual Tracking

Enables the comparison of cash flow projections with actual performance.

ERP/Accounting Integration

Seamlessly integrates with ERP and Accounting tools like QuickBooks, Xero, NetSuite, and SAP.

Invoice and Bill Tracking

Enables seamless tracking of receivables and payables, fully aligned with your financial forecasts.

Scenario Modeling

Simulates "what-if" scenarios to predict the potential outcomes

Cash flow Forecasting

Helps to measure the financial position of an entity in the future using cash in and cash out of a business

Bank Feed Sync

Can sync with bank notification and fetch expenses to make entries in the record book.

Multi-Currency

Enables payment and collection in multiple currencies.
SpendNote Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

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SpendNote FAQs

What makes SpendNote unique?

It is built around the moment cash changes hands, not around expense reports. Each handoff gets a receipt both sides can keep, and the cash box balance updates immediately, so a team always knows where the cash is and who has it.

Why choose SpendNote over other tools?

Expense apps assume card spending and accounting tools assume the cash has already been booked. SpendNote replaces the paper receipt book and the petty cash spreadsheet: it takes seconds per entry, works on a phone, and needs no accounting setup.

Who is SpendNote for?

Small businesses and teams that still handle physical cash: offices with a petty cash box, shops, contractors and field crews, event organizers, clubs and schools collecting money.

What is SpendNote used for?

SpendNote is Expense Management Software. SpendNote offers the following functionalities:

  • Reconciliation Summary
  • Receipt Management
  • Spend Control

Learn more about SpendNote features.

What are the top alternatives for SpendNote?

Does SpendNote provide API?

No, SpendNote does not provide API.

SpendNote Contact

Vendor Details

Not available

Contact Details

Not available

https://spendnote.app

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