How Spendly works from first signup to final export.
This page gives new users the end-to-end view: workspace setup, receipt capture, approval flow, reimbursement tracking, and the compliance outputs finance teams care about.
Why teams use Spendly
The product is designed to replace scattered receipts, chat approvals, and spreadsheet-based reporting.
One place for uploads, approvals, reports, and exports.
Role-based access keeps employees, managers, and admins in the right workflow.
Compliance data is preserved for GST-ready reporting and audit history.
End-to-end workflow
The experience is intentionally linear so new users can learn it quickly.
Create a workspace
A founder or admin signs up, creates the company workspace, and receives the first admin role.
Invite the team
Managers and employees join through invites. Roles control who can upload, approve, and export.
Upload receipts
Employees upload from mobile or desktop. Spendly extracts amount, date, vendor, category, and GST details.
Check policies
Policy warnings appear immediately so the user knows whether the receipt is within limits or needs review.
Build and submit reports
Receipts are grouped into reports for a trip, month, or project and sent to the approval queue.
Approve and track reimbursement
Managers approve, reject, or request more information. Finance can mark reimbursement as paid later.
Export for compliance
GST-ready summaries and dashboard insights are available for finance, audits, and planning.
For employees
For managers
For finance
New user quick start
If you are evaluating Spendly for the first time, begin here.
1. Start a workspace and invite the first admin.
2. Upload one receipt to see the extraction and policy flow.
3. Create a report and submit it for approval.
4. Review the audit trail and export-ready history.