See how much your business can save by bringing expense management, corporate cards, and spend control together.
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How it works
Step 1: Input your data
Enter a few quick details about your company and let the calculator do the heavy lifting.
Step 2: Discover your savings
Instantly see your projected return on investment and potential cost savings.
Step 3: Take the next step
View your personalized report and book a demo to turn insights into action.
Calculate your potential savings
Your Business Details
Enter the values below to see your potential savings.
Savings Breakdown
Total annual amount of expense processing, approval workflows, and card reconciliation
Annual reduction of out of policy spend
Annual additional card spend rebate
Unlock your custom ROI report:
- Total savings: Transparent assumptions, technical precision, and both conservative and optimal views ensure confidence.
- Payback period: Understand how quickly you’ll see a return.
- ROI percentage: Quantify the financial impact.
- Hours saved annually: Discover how much time your team will reclaim.
- Five-year savings: Look ahead for the long-term impact.
“With the Paylocity for Finance suite, we have much better visibility, so we can have a dialog with our spend owners to make sure that we're keeping our costs in alignment.”
VP Finance and Controller, CloudBoltUnified Spend Management FAQs
How does Paylocity for Finance unify spend operations in one platform?
Paylocity brings together every stage of the spend lifecycle into a single platform, helping finance teams eliminate disconnected systems, automate manual processes, and gain greater visibility and control over company spending.
With Paylocity, organizations can:
- Manage expenses from end to end with AI-powered receipt capture, automated transaction coding, built-in compliance controls, and streamlined employee reimbursements.
- Control corporate card spending through integrated card management, policy enforcement, real-time transaction visibility, automated reconciliation, and cash-back opportunities.
- Automate accounts payable by streamlining vendor onboarding, invoice processing, bill coding, approvals, payments, ERP synchronization, and spend analytics in one workflow.
- Simplify procurement with guided purchasing workflows that help employees make compliant purchases while giving finance teams real-time oversight and spend controls.
- Align workforce planning with financial goals through centralized headcount planning, automated workflows, and collaboration across Finance and HR teams.
How does a unified spend management solution drive cost savings?
A unified spend management platform helps organizations reduce costs and increase efficiency via:
- Time savings: Automate expense reporting, approval workflows, and card reconciliation to reduce manual work across employees, managers, and finance teams. This frees up valuable time that can be spent on higher-value work instead of administrative tasks.
- Reduction in out-of-policy spend: Real-time spend controls, automated policy enforcement, and approval workflows help prevent unauthorized and non-compliant purchases before they happen, reducing unnecessary spend and improving budget adherence.
- Card rebates: Virtual card payments can generate cashback rebates on eligible vendor spend, creating an additional source of savings and helping organizations maximize the value of every transaction.
Together, these benefits help lower administrative costs, improve spend control, and deliver measurable financial returns.
How does Paylocity calculate projected expense management savings?
Paylocity calculates projected savings using industry benchmarks and real-world implementation data across several key areas:
- Employee expense reporting: Measures time saved by reducing manual expense entry and receipt management.
- Approval workflows: Calculates efficiency gains from automated workflows, mobile approvals, and built-in policy enforcement.
- Card reconciliation: Estimates administrative savings from automated transaction matching, categorization, and reconciliation.
- Out-of-policy spend reduction: Projects savings from real-time spending controls and automated policy enforcement.
- Virtual card rebates: Calculates potential cashback earnings based on eligible spend volume, vendor adoption, and rebate rates.
These savings are then combined to estimate your financial impact based on a conservative (45%) or optimal (60%) platform adoption rate.
What are the average savings with Paylocity for Finance?
Savings vary based on factors such as employee count, expense volume, card spend, existing processes, and policy compliance. Customers have achieved results such as:
- Up to 40% reduction in fraud and waste.
- Up to 22 hours saved per week through process automation.
- Up to 60% improvement in operational efficiency.
- Use the calculator to generate a personalized savings report and see the potential impact for your organization.