TravelBank

Practical travel booking and expense workflows with cards, receipts, and approvals
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Start by opening the app before your next trip and set a target spend—TravelBank does the heavy lifting from there. Enter dates, cities, and traveler details, and you’ll see flight, rail, and hotel options already filtered by your company’s rules. Sort by price, time, or loyalty preference, compare fare classes, and lock in the itinerary with one tap. If your team requires pre-trip signoff, submit the plan directly for approval and get notified the moment it’s cleared. Stuck on a route or need a last‑minute change? Message in‑app support and get help without leaving your booking flow. Earn and redeem rewards where enabled, and explore partner deals in the marketplace to stretch your budget further.

Once you’re on the road, spending is captured without extra steps. Link a corporate or personal card and new transactions flow in automatically via secure bank feeds. You’ll get a prompt to attach a receipt; snap a photo and OCR fills in merchant, date, and total. Email receipts can be forwarded to your unique inbox, and they’ll land in the right report automatically. Tag costs to projects or cost centers, track per diems, and log mileage with GPS that stops when you arrive—producing IRS‑compliant summaries. Traveling abroad? Charges post in the original currency and convert using live rates for consistent reporting. If your finance team reclaims VAT or similar taxes, required fields are captured at the source so claims are easier later. more

Review Summary

Features

  • Linked card spend auto-tracking
  • Secure bank feed import
  • Digital receipt vault with OCR capture
  • Granular spend controls (limits, categories, timing)
  • Streamlined reimbursement queue and payouts
  • Policy-based expense approval with auto-flagging
  • Integrations with accounting, HR, and travel tools
  • Project-based time and expense logging
  • Configurable multi-step approval flows
  • Month-end reconciliation summary and exports
  • Tax reclaim-ready data capture
  • Mobile receipt scanner and email forwarding
  • Multi-currency reporting with live conversion
  • Automatic mileage tracking with compliant reports

How It’s Used

  • Sales rep books a multi-city trip that routes through policy-approved fares and hotels, submits for pre-trip approval, and confirms within minutes.
  • Consultant links a corporate card; transactions stream in, receipts are scanned on the go, and costs are tagged to client projects.
  • Manager reviews out-of-policy submissions on mobile, adds a comment, and approves compliant items while rejecting flagged lines.
  • Finance automates reimbursements weekly, syncs entries to the accounting ledger, and completes month-end using the reconciliation summary.
  • Field technician tracks mileage via GPS, generates an IRS-compliant report, and includes it in the same expense submission.
  • European subsidiary captures VAT fields at receipt time and exports a file ready for tax reclaim processing.
  • Startup admin sets up policies, GL mappings, and cost centers in one session, invites the team, and monitors adoption via the dashboard.

Plans & Pricing

Travelbank

Custom

Operational efficiencies
Immediate control
Power to grow
Flexible & open platform
Stronger security

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