Item: Airbase
Rating: 10
Author: Kate Rolfe

Use Cases and Deployment Scope

As someone who has expenses mainly for travel, I use the app which makes it incredibly easy to add receipts at the moment decreasing my risk of needing Finance to follow up. This also helps make it easy to show how close I am to my day of limit and how I'm pacing for my budget for the duration of the trip. The web tool makes it easy to approve virtual cards for my direct reports for various expenses easily and timely with reminder emails and notifications which really build trust with them. I also really like how easy it is to share virtual cards for purchases that are required from various people. For example, we do games where our team can win GrubHub gift cards in various meetings and the meeting leader can go in with the same card already approved to issue the gift card to the winner within minutes. Really enjoy Airbase!

Pros and Cons

Sharing virtual cards across the organization
Tracking limits preset per card
Tagging transactions for easy categorization
Easy import of receipts from the mobile app

The web importer for receipts often crashes on me

Return on Investment

Time savings for post travel expenses, especially when it's the whole time. Takes minutes as opposed to hours tracking down the dollars spent and what required a receipt.
Team moral is boosted with gift cards in various meeting styles being able to be easily sent right after the meeting. Instant gratification is a common desire for people!

Usability

I haven't even had to go to Airbase's help center to learn how to do something. It's so intuitive, I can get through anything I need quickly and efficiently. The labels are clear to the areas you need and the steps guide you automatically when submitting a transaction. The transition from a notification to the web or app is seamless too taking me right to where I need to be decreasing clicks and confusion.

Automation and Guided Procurement

At this time, our team hasn't leveraged mult-currency or international travel. There are many teams in the business though that have and I've heard great things. However, I can't speak from personal experience.

Alternatives Considered

Abacus POS and Zoho Assist

Much easier to use, the application in particular. Cost effective. One place for pretty much everything. Abacus had a better reimbursement process, but the other tools Airbase offered made it clear the direction we should go in.

Key Insights

Do you think Airbase delivers good value for the price?

Yes

Are you happy with Airbase's feature set?

Yes

Did Airbase live up to sales and marketing promises?

Yes

Did implementation of Airbase go as expected?

Yes

Would you buy Airbase again?

Yes

Other Software Used

Zendesk Suite, Salesforce Sales Cloud, Sisense

Likelihood to Recommend

Ways it's used best for our team is our education budget via virtual cards with preset limits and ability to use on different sites for books or online courses; sharing virtual cards across leaders to allow a consistent experience and easy tracking; traveling with the mobile app. It's less appropriate for reimbursement. If a card takes too long to arrive and a team member uses their personal card, then it's a bit funky giving a gift card to mimick reimbursing. We use it still because we don't have another tool and there's plenty other benefits.

Love for Airbase

Software Version

Overall Satisfaction with Airbase