Expense Insights
Business expense management insights
Expenses as insights — monthly trend, dept/category comparison, MoM, top spend items.
This app works with your workspace data. Create a workspace after signing up to use it.
Expense InsightsSee monthly spend trends in a single chart
Compare spend side by side by department and category
Auto-calculates month-over-month change
Surfaces your top high-value spend items instantly
Expense Insight breaks your expense reports down by department, period and category. It shows which department spent what and which categories grew, as rankings and shares. Ledger View lists the same data and Anomaly Watch monitors it — three screens over one set of records.
What this app does
- Department totals are ranked largest first so you can see where the money went.
- Category shares are calculated as a percentage of the whole.
- Change the period to compare this month against last on identical terms.
- Counts sit next to amounts, which surfaces departments with few claims but large sums.
- Combine a department and a category to narrow down to just that slice.
- Monthly trends are laid out as bars with the month-over-month change alongside.
How it connects in the all-in-one
The same expense reports Ledger View shows
Ledger View lists them by month; this screen splits them up for analysis. Nothing is copied over or re-entered, so there is no reason for the numbers to disagree.
Anomaly Watch filters the outliers by rule first
It flags single claims above five times the 30-day median, and individual totals above three times the per-person average. Candidates surface before you have to hunt for them here.
When to use it
- At quarter close, compare spend by department and revisit how budget is allocated.
- When one category jumps, drill in to find which department drove it.
- Reuse the department ranking directly when reporting budget execution.
Frequently asked questions
How is this different from Ledger View?
The data is the same; the way you look at it differs. Ledger View is where you list a month and check it, and Expense Insight is where you split it by department, category and period to compare.
Can I tell straight away which department spent the most?
Department totals are ranked largest first. Counts appear too, so a department with few claims but a large total is still distinguishable.
Does it find unusual spending automatically?
Anomaly Watch scans the same data by rule and raises candidates. It looks at single-claim spikes and spikes in an individual's total.
Can I change the period and compare?
Pick a period and it re-aggregates on the same terms, so this month and last month can be compared in the same screen layout.
