<p>Corma's Expense page offers a centralized and intelligent view of your company’s<strong> IT expenses</strong>. Designed to deliver actionable insights, the page enables finance and IT teams to manage spending more effectively, track contract data, and optimize license costs across departments.</p><p>With the Expense page, <strong>managing IT costs has never been easier.</strong></p><p>Access the <strong>Expenses </strong>module by clicking on the dedicated page in the left sidebar.</p><img src="https://uploads.productlane.com/ef724cd8c56e5d0e8aadebbaf21f2ef8.png"><h1>Expenses Overview &amp; Analytics</h1><p>The main Expenses page provides high-level visibility into your IT cost structure, starting with the <strong>Aggregate Section</strong>, which highlights key metrics such as total spend, savings, contract status, and departmental breakdowns.</p><img src="https://uploads.productlane.com/d8094ddd88395602fb248d4221d17d94.png"><p>Further down, visuals of <strong>Annual IT Expenses</strong>, <strong>Top 15 Live contracts</strong>, and <strong>Upcoming Contract Renewals</strong> are displayed, all easily switchable via the toggle on the right-hand side of the page.</p><img src="https://uploads.productlane.com/bf4444fac0ecb7c283eeb2b507aab7b8.png"><img src="https://uploads.productlane.com/bb76cbff095c40d6361dd4898117da02.png"><img src="https://uploads.productlane.com/d5e0d52770078efc9f74e7fc3c183cca.png"><hr><h1>Contract management &amp; License status breakdown</h1><p>The Expense page in Corma offers advanced features to provide deeper insights and improved management of application expenses. With <strong>Contract Management</strong> and <strong>License Status Breakdown</strong>, you can organise application expenses by contract and maintain complete control over your IT spending.</p><h2>Contract-level expense tracking</h2><p>Each application can be detailed by <strong>contract</strong>, allowing you to break down subscription plans and specify the <strong>number of seats</strong> per plan. This granular approach enables precise management and tracking of subscription costs across departments and teams.</p><img src="https://uploads.productlane.com/d0eea85e8d5c69e68286c5a778618a8c.png"><h2>License status breakdown</h2><p>The <strong>License Status Breakdown</strong> feature allows you to track <strong>active</strong>, <strong>inactive</strong>, and <strong>to-be-provisioned users</strong> for each application. This added visibility helps you:</p><ul class="accent-bullets"><li><p>Visualize license usage for quick identification of underutilized resources.</p></li><li><p>Optimize seat allocation to avoid unnecessary spending.</p></li><li><p>Proactively plan for upcoming deployments and licensing needs.</p></li></ul><p>These updates make it possible to align spending with actual usage, ensuring that your organisation is maximising the value of its IT investments.</p><img src="https://uploads.productlane.com/c29307cde5c7858f432c414dbae17418.png"><hr><h1>Importing expense data into Corma</h1><p>Corma supports multiple options to import and manage your expense data efficiently:</p><h2>🧩 Finance &amp; Accounting Integrations</h2><p>Integrate with your finance and accounting tool helps you to enrich the data you collected on software usage with financial data on your SaaS expenses.</p><h3>Why should I connect my finance tools?</h3><p>By connecting your finance tools you can discover unused and overpaid subscriptions. Identify abandoned seats and duplicate apps. Additionally, you can use the data to better negotiate with your vendors.</p><h3 class="heading relative flex justify-start group/block-anchor">How do I set up the integration?</h3><p>Check out for each individual integration the tutorial to connect it to Corma including tools like Xero, Quickbooks, Pennylane and more!</p><h3 class="heading relative flex justify-start group/block-anchor">Which tools do you connect to?</h3><p>Find all the available integrations in the side bar on the left with the dropdown or click on the link below to see the list of all integrations</p><h2>📥 CSV expense import</h2><blockquote><p>This guide explains how to upload expense data into the Corma app using a CSV file, either by using the recommended template or manually matching column headers.</p></blockquote><img src="https://uploads.productlane.com/0bba62a956f3a0b7f61fd60062977ae3.png"><h3>Recommended CSV Template</h3><p>To simplify the upload process, we recommend using the default CSV template provided by Corma.</p><h4 class="heading relative flex justify-start group/block-anchor">Steps to Use the Default Template:</h4><ol class="steps-list"><li><p><strong>Download the Template</strong></p><p></p><p>Click on the <strong>"Import Template"</strong> button to download the CSV file.</p><img src="https://uploads.productlane.com/52cebb7a50d2cc6c15313d22ca1d2c8c.png"><p>Or directly import the template by clicking <a href="https://drive.google.com/uc?export=download&amp;id=1XXV2Fc0CDSY64cP0YSgo7LI2P4v40wNF" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);">here</a></p></li><li><p><strong>Populate the rows</strong></p><p></p><p>Fill in the rows with your expense data. The column headers in the template are already set to match automatically with the Corma app.</p><img src="https://uploads.productlane.com/369199dbd68cf57c2e8cda52ba47f79a.png"></li><li><p><strong>Upload the File</strong></p><p></p><p>Once populated, upload the completed CSV file to Corma. No further column matching is needed.</p><p></p></li></ol><h3>Using a custom CSV file</h3><p>If you do not use the default template, you can upload a custom CSV file. In this case, column headers may need to be manually matched.</p><p><strong>Steps to use a custom CSV file:</strong></p><ol class="steps-list"><li><p><strong>Upload the File:</strong></p><p></p><p>Select the file to upload in the Corma app.</p></li><li><p><strong>Manually Match Columns</strong></p><ul class="accent-bullets"><li><p>If the headers in your CSV do not match the default template, Corma will prompt you to manually map each column to the correct category.</p></li><li><p>Follow the on-screen instructions to complete the mapping process.</p><img src="https://uploads.productlane.com/03abff2fbaba0bbdc4885041257508dc.png"></li></ul></li></ol><h3><a href="https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F24u9b60KgrWEqnReLwIL%2Fuploads%2FKyFwc4peVSRJKlGs1lal%2FExpense_import_csv.webm?alt=media&amp;token=753d705a-a3f4-44e5-98e3-428e34ddd3c7" target="_blank" rel="noopener noreferrer nofollow" class="cursor-pointer box-border border-b hover:border-b-[2px] transition-all duration-75 " style="text-decoration: none; border-color: var(--portal-accent-color);"><strong>Video Demonstration</strong></a></h3><p>For a step-by-step visual guide, please refer to this video which demonstrates this process.</p><h2>👁️ OCR Expense import</h2><p>You can either import your expenses:</p><ol class="steps-list"><li><p><strong>From the expenses page</strong></p><ol class="steps-list"><li><p>On the expenses page, click on the "Import your invoices with AI" button.</p><img src="https://uploads.productlane.com/a75eb8ee1c68eaaa6ecf1267f9d4edbd.png"></li><li><p>You can easily import one or multiple invoices in Corma and the expense data will automatically be extracted and mapped to the relevant SaaS app. Simply choose what AI provider you would like to use and upload your invoices.</p><img src="https://uploads.productlane.com/6ba5d710e368cbd814241699b454da0d.png"></li></ol></li><li><p><strong>From the Expenses tab inside a specific app</strong></p><img src="https://uploads.productlane.com/26b992e15abfed95d3729233800db250.png"></li></ol><h2>🖐️ Inserting expense data manually</h2><ol class="steps-list"><li><p>On the expenses page,<strong> click on any app</strong> that you would like to upload expense data for, such as Factorial HR.</p><img src="https://uploads.productlane.com/9a466e03877cee19e321e789740b40ce.png"></li><li><p>On the application page, <strong>click the upload invoice button</strong>.</p><img src="https://uploads.productlane.com/bf8f4238921edb5029d5041aa7bf6202.png"></li><li><p><strong>Enter the expense details, </strong>then <strong>click "Add expense" </strong>to confirm its addition to Corma.</p><img src="https://uploads.productlane.com/af22918dc3152432ae5c8bb079aec018.png"></li></ol><p></p><p></p><p></p>

Concepts & use cases

Track and analyze your company’s IT expenses 

Expenses

Setup & Implementation

Get started with Corma 

Applications

Users

Licenses

Groups

Provisioning 

Security

Tickets

Access reviews 

Employee mode

Browser extensions catalogue

Google admin console

Microsoft Intune

Group Policy Object

Manual installation

Jamf

Kandji

Browser extensions

Integrations types & capacities 

Request an integration

Google workspace

Microsoft Entra ID

Okta

Pennylane

Spendesk

Qonto

Candis

Agicap

Payhawk

Factorial

Personio

Payfit

Slack

Atlassian

Miro

Notion

Lastpass

1Password

Github Enterprise

Aircall

Hubspot

Salesforce

Intercom

Zendesk

Figma

Adobe

Canva

Asana

Front

Dashlane

Datadog

Docusign

Dropbox

OpenAI

Modjo

Yoobic

Freshservice, Freshdesk, and Freshcaller

Tableau

Gong

Monday

Calendly

Zoom

Zoho CRM

Gitlab

Integrations

What is Corma ? 

General tech information

The Corma Glossary

General documentation

Key data & privacy info

Helpdesk

Video library 

Help center

Your complete guide to understanding, setting up, and mastering your organization’s SaaS ecosystem with Corma :)

Docs

Corma