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How Analytics works

Updated over 3 weeks ago

Analytics is your new home for smarter spend insights. With interactive charts, tables, and exports, you can instantly see how your company spends — and dig deeper with just a click.

A quick video tour is available below 👇 to get you started.

Here’s how Analytics works behind the scenes:

  • We include purchases, withdrawals, reimbursements

  • We exclude rejected expenses so your data stays clean.

  • “No category” just means the merchant categorory isn’t defined yet.

  • All numbers are based on deducted amounts (including fees)

  • Your “previous period” is always defined by your selected date filter.

    • Example: If you filter by August 2025, the previous period will be July 2025.


Interactive Analytics

The power of Analytics lies in its interactivity. Every chart and view is connected.

For example:

  • You notice an increase in SaaS costs.

  • Click on the SaaS category in the chart.

  • Instantly, all other views update to show:

    • Which merchants drove the increase

    • Which users made the purchases

    • Which teams and cards were used

This makes it easy to move from a high-level overview to detailed answers — all within seconds.


Customisable Views

Analytics is flexible — you choose how you want to see the data. Each view can be switched between:

  • Pie chart 🍩 — great for category breakdowns

  • Bar chart 📊 — easy for comparisons across merchants, teams, or users

  • Table view 📑 — perfect for detailed lists and precise values

Switching views helps you analyse data the way that works best for you.


What you can explore with Analytics

  • Top merchant categories 🏷️

  • Top merchants 🏪

  • Top spenders 👤

  • Top teams 👥

  • Top cards 💳

Every view can be explored in charts, tables, or exports — giving you both the big picture and the fine details.

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