Item: Airbase
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We use it as the expense and reimbursement software for internal employees. Employees enter in reimbursements from expenses ranging from travel, to company events, team events, and more. Airbase allows our company to manage employee expenses and reimbursements and set up proper expense categorization, attribution, and approval levels. We also use it to tag expenses related to certain customer accounts and projects.

Pros and Cons

Approval process is clear and comments between submitters and approvers is useful and easy to navigate
Required fields, like tagging, and selectable dropdown options are clear
Its easy to load receipts from your phone or computer

In desktop mode I can't see the full text of any of my reimbursements. The middle white box on the "Reimbursements" screen, which has the list of open expense requests, is extremely narrow. I can't see more than 5-6 characters of the "Merchant" field to see what each of my expenses are. This seems like an easy UI fix?
Its not easy to go back through previously submitted reimbursements to see if I am missing any submissions. Would like to be able to filter or group expenses by "Purpose" (i.e. separate work trips)
Button to Archive receipts in Mobile is hard to find
After submitting expense in Mobile, its not clear what the easiest way to move on to submitting the next receipt is. It only lets you see the expense you just submitted.

Return on Investment

Ease of use for end-users for submitting and tracking expenses

Usability

See previous comments about some UI/UX features that can be improved: - Can't see full merchant name or approver in the desktop "Reimbursements" screen - Can't see or filter expenses by "Purpose" as a user - Receipt mgmt and submission in app could be less clunky

Alternatives Considered

Expensify

Key Insights

Do you think Airbase delivers good value for the price?

Not sure

Are you happy with Airbase's feature set?

Yes

Did Airbase live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Airbase go as expected?

I wasn't involved with the implementation phase

Would you buy Airbase again?

Yes

Other Software Used

Rippling, Shortcut, Lattice

Likelihood to Recommend

Seems like it works well for internal use for small to mid-size businesses. At our company, we don't add expense limits or guardrails within Airbase, so I'm unclear if those are product features that are available in this solution. Expense limits and guardrails are likely requirements in larger organizations. Separately, within our company's use case, we use this tool for both internal projects and external (client) projects using the same tag/field options -- its a little homegrown, and I can see this not being a viable method for a larger business, especially one that needs to bill these expenses out to customers.

User Review

Software Version

Overall Satisfaction with Airbase