This article describes the way Torii manages and prevents expense duplication.
Torii provides a comprehensive view of your SaaS expenses and enables you to take control of your SaaS spend, identify cost-saving opportunities and plan ahead.
Torii retrieves the expense information from:
Integrations with financial tools such as NetSuite, Expensify, QuickBooks, and more
CSV files uploaded manually
Possible reasons for expenses duplication
Getting the same expense from different sources like:
Having more than one expense app integrated with Torii that will retrieve the same expense for example: NetSuite & Expensify
2 sources of manually uploaded files for example Monthly + quarterly reports
A combination of expense integration app & manual report
How does Torii handle and avoid expense duplication?
Torii syncs the sources and cross-checks the Transactions
If more than one source (for example Netsuite + Expensify) shows an identical Date (1), Amount (2), and Application (3) , the additional expense will be deduplicated and only one transaction will be displayed
Transactions from expense files that share the same app, amount, and date, AND ARE NOT from the same file, will be considered duplicates and will be deduplicated