Operate / Search expense management
Travel, legal work, diligence and day-to-day search costs all draw on the same finite resources. SearchWare's optional Expenses module keeps that spend organized by the entity, deal or trip it belongs to, with review and reporting alongside the acquisition work.
14 days free for first-time customers. No credit card required.
Group the travel expenses in a trip and associate relevant costs with the deal.
Keep the expense classification and review decision with the record.
Use the expense report in the broader review of your search budget.
Specific tools for the decisions and follow-through your search depends on.
Record expenses with categories and entities, organize travel into trips and link costs to deals or portfolio companies.
Understand which activity incurred the cost instead of sorting through an undifferentiated transaction list.
Move expenses through review and, when enabled, approval by the designated approver. Keep a record of changes and decisions.
Make responsibility for reviewing search spend clear as more people join the work.
Review spending summaries and export expense records to CSV or PDF. Use available search, status, entity and date filters to focus the report.
Prepare a useful record for your own review and the people supporting your search finances.
Review spend by month, vendor, category and entity. Ask AI for a summary of recorded spending, notable patterns and suggested questions to investigate.
See where the search budget is going and where a closer look may be worthwhile.
Eligible workspaces can connect accounts through Plaid, distinguish business and mixed-use accounts, and use filing rules, learned corrections and suggestions. An inbox holds the items that need a person, with a weekly digest for decisions waiting at least seven days.
Reduce repetitive entry while keeping uncertain charges and approval decisions visible.
Eligible workspaces can photograph or upload receipts, or use a personal forwarding address. AI reads receipts and matches them to card charges, with review when the match is uncertain.
Connect the supporting receipt to the expense without maintaining a separate receipt hunt.
IN YOUR WORKDAY
Enable Expenses and configure entities, categories and your review policy to reflect how the search is organized.
Add the expense, connect it to the relevant deal or trip and complete the review or approval required by your process.
Use summaries to understand the spend, then export the relevant records when you need to share or work with them elsewhere.
BEFORE YOU START
No. Expenses is an optional module for Pro and above. A workspace admin can enable it when expense tracking belongs in your search workflow.
Bank and card feeds are rolling out to selected workspaces, together with automated filing and the new receipt workflow. A Pro-or-higher plan and an enabled Expenses module are required, but they do not by themselves guarantee rollout access.
You can export expense records to CSV or PDF and review spending summaries. These are records for your reporting process; SearchWare does not currently advertise a live accounting-system integration or a completed accounting close workflow.
BUILT BY OPERATORS, FOR OPERATORS.
Choose a plan, bring a real opportunity, and see the workflow with your own evidence and assumptions.