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Why TripsWare? |
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TripsWare provides customized, flexible T&E expense management solutions for private equity and investment firms. We recognize that all investment firms are not created equal and each has their own specific way of operating. This is where our expertise surfaces. We have the ability to meet specific needs, however nuanced or complex. Here is why we are the ultimate expense management solution for private equity and investment firms:
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Why is TripsWare different?
Domain expertise:
We have domain expertise in the private equity industry. You do not need to spend time explaining your business model to us to find out if we can help you. When it comes to expense management for financial firms, WE CAN HELP YOU!
Custom Development:
TripsWare is the "Go To Firm" to handle T&E expense management for financial firms and we specialize in meeting that need. If you have a specific nuance related to your operations, we can work with you to design a bespoke solution to meet your needs.
Deal Flow Focus:
TripsWare manages expenses from all sources for all aspects of deal flow including fund raising, due diligence, portfolio company management and management company overhead. Combine all your Credit Card and Out of Pocket expenses on one Report, submit individual Reports by project or trip or a combination thereof.
Due Diligence and Portfolio Company Expense Tracking:
With TripsWare, you can easily track portfolio company management expenses or due diligence expenses until the outcome of a project becomes known and some or all expenses can be appropriately billed, written off or partially reclaimed.
Built in Invoicing Module for Portfolio Company Bill Back:
Our built in invoicing module allows you to generate customized invoices in seconds, expediting the recovery of expenses from portfolio companies, partnerships or closing deal fees.
Accounting System Integration:
Expense data is automatically integrated with your Accounting back office system for fast, accurate general ledger account reconciliation. TripsWare saves time, reduces errors and frees up your accounting personnel to work on more important projects than data entry. We integrate with many accounting systems including Great Plains, Peachtree and QuickBooks.
Gain Real time insight into Receivables:
Expenses incurred while performing due diligence and managing portfolio companies can be substantial. We capture your data from all sources in one centralized system, giving you real time insight into who is spending what and where. Know at a glance what your potential receivables are and the hard dollar costs of fundraising, sourcing deals and managing projects.
No need to modify your existing processes:
We can seamlessly integrate TripsWare to existing processes and policies. There’s no need to change general ledger codes, names, procedures etc. Of course, we are willing and able to share best business practices with you if you would like to update any policies or need advice on migrating from a legacy system.
Easy Implementation-No downtime:
TripsWare requires no downtime to implement. Once we have received your profile information we can have you up and running in hours. No client side hardware, software, backups, maintenance or IT staff necessary. We do it all!
Accessible in real time from anywhere, anytime:
TripsWare is an online, web-native, Software as a Service (SaaS) solution that is secure, reliable and accessible in real time from anywhere. All you need is an Internet connection and a Browser. Perfect for supporting remote users (or designated assistants) who submit reports from satellite or home offices while enabling the main office to have real time access and oversight to these reports.
Cost Effective-Flexible Terms:
As a SaaS solution, TripsWare can be offered in a very cost effective manner. Little upfront investment is required with no contract or terms. Pay as you go, cancel any time.
Easy to Use:
We have optimized the interface and workflow to bring all the salient features and functions applicable for financial firms to the forefront. We even have an Expense Reporting Wizard to guide users effortlessly through the process.
Customizable Fields:
Easily Add and Maintain any list items yourself in real time including deal names, portfolio companies, categories, GL Codes and Employees. This ensures expense Reports are submitted with the correct information for immediate integration to Accounting System.
Credit Card Data Integration:
TripsWare integrates seamlessly and securely with credit card carriers and enables you to import all your credit card data directly into TripsWare eliminating errors and the need to retype expenses. View all the additional information that may not appear on a hard copy statement such as Dates traveled, Airline & Hotel details, Reservation #'s etc.
Risk Free:
We will work with you to get you up and running on a no risk, no cost Trial. Take TripsWare for a test drive on our dollar. We know you’ll be pleased!
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