Sage Expense Management vs. PathFactory

Fyle is a much better software than traditional excel reports as it provides both a mobile app and desktop application. Though there is much room for improvement, it still can be rated higher for more users as it makes the process of claims processing and auditing much faster and easier as compared to handling physical bills and receipts. It has helped my organization to save on 2 man-months cost as well by reducing the redundant activities of automating bill submission through apis for common apps like UBER, OLA, etc.

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It's a great tool if you want to create experiences on web and share content with your audience - especially if you want to create bingeable content. For a microsite, I would like to see more modules that build up a page, and great examples for inspiration

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• Expense management
• Submitting bills for Reimbursement
• Approval process
• Expense tracking
• The ability to converse within the app. If the approver rejects, the requester can see the reason and type back their response/rectify and resubmit. All within the app.

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• Create Visually appealing performance report
• Give more in-depth information about performance metrics than most alternatives
• Ability to track performance over time and compare this performance across time periods
• Provide and send auto-run reports to top level management based on predefined criteria and timeframes

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• Calculate miles on the go
• Bugs at time of submission
• Not enough categories for expenses. More dropdowns would be helpful.

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• Microsite was very hard to build ourselves. Changing the site can be really confusing and is not always intuitive. We have trouble knowing how to update items to get it to work the way we want it to.
• Better instructions on how to customize tracks and use the different tools.
• Users that come in without UTM parameters should still be included in all data reporting.
• The reporting is confusing.

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We have seen a lot of value from our team's use of Path Factory. We also like working with this vendor as they actually take our feedback and implement it on their roadmap. A great vendor with a great product

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Overall, I think the tool is fairly easy to use to get a basic content uploaded to create a track and even the more complicated features become easier once you become familiarised with the process

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I think there was only one time where we had issues reaching our account manager, otherwise PathFactory was always willing to hop on the phone to talk through strategy, to work through issues, and help build custom solutions to fit our needs. Customer service is a big selling point of PathFactory.

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The analytics and reports feature is fairly new and have proved very popular with many areas of our business and is growing in popularity. The metrics that are attainable are very insightful and provides a clear picture on the performance of the track.

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We meet weekly with Jennifer and I can't say enough about her. When issues have happened or we need help, she jumps on it quickly. If she doesn't know the answer, she pulls in Reggie or another on her team that can help. She goes above and beyond and has been very supportive, even when we had a lot of hard questions to answer from higher-ups. All this is on top of just being an awesome person.

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I was able to browse around the tool quite easily once some basic training was given. I learnt much from using those method and only needed further help when wanting to learn about Reports, External codes and adding forms.

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The customer service, from technical through to customer success, is one of the biggest reasons I'd recommend PathFactory. This is true of their training. It can be as bespoke as you like, at least in my experience, and the team is always willing (where possible) to incorporate your suggestions.

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The PathFactory team was very helpful when implementing the product. They gave us a lot of recommendations on best moving forward. As a note to new users, when implementing I would make sure that you create with your team a system to make sure that the platform is scalable. My team was able to do this through creating a foldering structure, naming conventions for tracks and assets, and ensuring tagging is used on all content uploads. I would also make sure when implementing that you have an understanding of how your team will track success and that your brand team is involved to make sure that there is consistency in the look and feel of the tracks

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Features wise both Zoho and Concur are equivalent to Fyle - may be they even offer more features. We picked Fyle particularly because: a) We are a small organization of less than 200 employees and were looking for a cloud based offering b) We had to keep our costs minimal without making major changes to our organization structure Fyle was most optimal that catered to all our requirements.

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I used Uberflip in a past company. I think they are pretty comparable. From what I remember, Uberflip was more intuitive to use, but I think PathFactory might have more capabilities. Although this was years ago, I am not aware of Uberflip's functionality now. I have had good experiences with both.

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Pathfactory is growing in popularity amongst individuals from different parts of the organisation and it would be difficult to forecast how scalable this can become

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• Saves so much time!
• Makes it easier for everyone involved in the processes
• Ease in releasing payments/reimbursements.

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• We saw ROI within the first 9 months of using PathFactory.
• Our onboarding team saw quicker adoption of our product while using PathFactory to engage them during the onboarding process.
• We've been able to more accurately understand our content needs and what works best when prospecting for specific segments. (eg. SMB, mid-market, and enterprise)

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