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The New World of Expense Management: Smart Cards, Real-Time Tracking

2 CPE Credits $71.00/credit hour Wednesday, December 2, 2026 · 9:00am PT / 12:00pm ET
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The traditional process of chasing receipts and manually reconciling credit card statements is being replaced by intelligent systems that capture data at the point of purchase. This course provides a practical look at the current landscape of expense and bill management technology, featuring tools like Dext, Bill.com, and the automated features within leading small business accounting solutions. We will examine how these platforms use mobile apps, email integration, and OCR technology to stream transactions directly into the books, significantly reducing manual data entry while maintaining the necessary oversight and approval workflows that businesses require.

Participants will explore the practical benefits of modernizing their “cash-out” processes, from deploying virtual cards with built-in spending limits to utilizing AI-driven anomaly detection to flag duplicate or unusual activity. We will discuss the features and benefits of various online payment systems and why a business might choose one solution over another based on their specific integration needs. By the end of this session, you will understand how to build an efficient, transparent expense management system that provides real-time visibility into company spending while strengthening internal controls.

Who Should Attend
Accounting professionals seeking to modernize business spending, expense tracking, and bill-pay workflows.

Topics Covered

  • Modernizing Expense Capture: Utilizing Dext and Mobile App Workflows
  • Virtual Cards and Bill Pay: Balancing High-Efficiency Automation with Oversight
  • Integration Strategies: Connecting Spend Management Tools to Leading Accounting Solutions
  • Feature Comparison: Selecting the Right Expense and Payment Platforms for Your Needs

Learning Objectives

  • Utilize automated data capture tools to modernize expense tracking and reduce manual receipt collection
  • Analyze the features and benefits of leading small business accounting and expense management solutions
  • Implement automated approval workflows to maintain oversight while increasing the speed of bill payments
  • Compare various online payment systems to determine which tools best fit specific business requirements
  • Examine how real-time spending data helps businesses identify saving opportunities and manage cash flow effectively

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge (2 hours)

Program Prerequisites
None

Advance Preparation
None

Instructor

Stephen M. Yoss

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Steve brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential. For more information about Steve, please click here to visit his personal website.
$142.00 / 2 CPE
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