2 min read

Receipts In, Margins Out—The Integration Your CFO Wanted

Receipts In, Margins Out—The Integration Your CFO Wanted

Integrating ExpensePoint’s award-winning receipt OCR with e·silentpartner’s cloud PSA gives agencies real-time, error-free visibility from receipt snap to profit map. ExpensePoint reads totals, tax, vendor and client codes in seconds, while e·sp’s SOX-compliant ledger and project dashboards post the data instantly—cutting reconciliation by up to 85 % and month-end close by 40 %. With ExpensePoint rated 4.7/5 on G2 and e·sp praised as “head and shoulders above our previous agency accounting software,”softwareconnect.com the duo is already a crowd favorite.

Capture Once, Code Everywhere

ExpensePoint’s Smart Receipt Capture turns a phone photo into structured data in 18 languages, tags the right client or job, and fires it down a secure API tunnel to e·sp—no spreadsheets, no typos. Because e·sp’s financial module covers GL, AP, AR, purchasing and revenue recognition, every penny lands in the correct bucket the first time.

Live Project Economics (Zero Spreadsheets)

As that spend hits e·sp’s project workspace, job budgets, WIP and forecasted gross profit refresh in real time. Producers catch scope creep mid-flight, while finance validates margins without juggling exports. Agencies report lightning-fast reimbursements and 93 % customer-retention thanks to real-time dashboards and 150+ native integrations.

Social Proof & Staying Power

ExpensePoint’s 70 000-user base across 106 countries applauds its “intuitive design and powerful automation.”G2 reviewers highlight five-star support and a reimbursement process “more streamlined and user-friendly” than the competition. e·silentpartner, meanwhile, continues to earn praise for uniting projects and finances in one cloud platform, with users calling it “an effective tool… head and shoulders above our previous agency software.” Together, the platforms deliver an integration that’s both field-proven and future-ready.

See It in Action

  • Book your personalized ExpensePoint demo »
  • Watch a quick integration walk-through »

TL;DR — Snap Receipts, Surface Profits

Take a photo in ExpensePoint, and e·silentpartner updates job costs, GL and dashboards instantly. Expect fewer errors, 3× faster reimbursements and real-time project profitability—backed by stellar G2 scores and customer reviews on both sides of the integration.