Beta features
Get early access to Payhawk Beta to test new features, share feedback, and shape the future.
Smart Expense NoteSave time with Payhawk AI by auto-filling expense notes based on expense documents and past expenses.
Expense reports
Simplify expense management by grouping related expenses and reducing manual work with Payhawk's expense reports.
Overview of Expense ReportsStreamline expense management by grouping expenses, reducing manual work, speeding up approvals, and improving financial accuracy.
Enabling expense reports and defining the expense report typeEnable expense reports for your account and manage their global settings by defining the allowed expense types.
Creating expense reports and managing included expensesCreate your expense report and add or remove expenses from it.
Submitting, approving, and managing expense reportsLearn how to submit, delete, approve, decline, or return expense reports to requesters.
Upcoming Expense Reports enhancementsLearn what's new expense report features are planned to be released soon.
Financial Controller Agent
Streamline expenses workflow for automated chasing, analysis, and real-time insights.
Overview of the Financial Controller AgentStreamline expenses workflow with Payhawk’s Financial Controller Agent for automated chasing, approving, analysis, and real-time insights.
Enabling and configuring the Financial Controller AgentConfigure the settings and connect Payhawk to Slack to unlock the full capabilities of the Financial Controller Agent.
Employee guide for using Slack and PayhawkConnect Payhawk to Slack, receive smart reminders, submit expenses, and approve requests within your company’s workspace.
Workflow automations
Automate your workflows by linking approval steps in Payhawk to task statuses in external systems with automation options such as Jira.
Overview of Workflow AutomationsConnect Payhawk with external automation systems to implement a holistic workflow management.
Configuring external approvals in JiraSet conditions for communication between Jira and Payhawk to integrate the external system step in your Payhawk approval workflow.
Configuring Slack notifications with ZapierSet conditions for communication between Zapier and Payhawk to trigger a Slack notification when a specific action takes place in Payhawk.