TravelBank vs Board

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Our analysts compared TravelBank vs Board based on data from our 400+ point analysis of Accounting Software, user reviews and our own crowdsourced data from our free software selection platform.

Board Software Tool

Product Basics

TravelBank is a cloud-based expense and travel solution that helps small and mid-sized businesses control spend, track expenses and book travel. It provides automated expense reports and direct deposit reimbursements while managing flight, accommodation and other travel expenses. It gives users the freedom to either upload expense receipts through a mobile phone camera or enter them manually. Users get multi-currency support and can sync credit cards and bank accounts to expedite reimbursements.

It enables users to book flights at corporate rates and prompts them to use less expensive services. It also calculates savings based on employee purchases. The mobile application is compatible with iOS and Android. It seamlessly integrates with third-party accounting applications like Quickbooks, Bill.com, Xero and NetSuite.
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Board Intelligent Planning Platform is a business planning tool that gives companies of all sizes resources to empower themselves and develop better, future-proof practices. It’s especially useful to businesses that have financial, supply chain, sales and operations, and merchandise and retail planning needs.

The software utilizes the Microsoft Azure cloud to give users access from any connected device and uses a low-code customization environment so even the least experienced programmer can optimize its workflow for whatever their company requires.

Pros
  • Easy to use interface
  • Collaborative planning
  • Data visualization tools
  • Flexible reporting options
  • Scalable for future growth
Cons
  • Limited free plan features
  • Can be expensive for large teams
  • Learning curve for advanced features
  • May not integrate with all software
  • Limited customization options
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$25/User, Monthly
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Tailored to your specific needs
$10,000 Quote-Based
Get a free price quote
Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Quicker Employee Reimbursement: Pay for employees’ out-of-pocket expenditures quicker than manual processes. Give them the freedom to submit a report automatically to concerned persons for approval. Automatically reimburse correct amounts to the payroll. Eliminate the possibility of errors and delays while boosting employee satisfaction.  
  • Minimize Processing Cost And Time: Eliminate costs associated with employees and managers by manually matching amounts or searching for receipts. Save time by automating sending reports for approval, flagging potential out-of-policy expenses and submitting approved reports for payments. Consolidate expense management, corporate travel and card management into one solution. Run accounts payable reports on time instead of waiting for them to be routed and approved.  
  • Boost Operational Efficiency: Bill expenses directly to clients to ensure accuracy to maximize cash flows. Integrate with time tracking, ERP, accounting and project management tools to simplify approvals and reporting. Give employees the time to focus on value-added tasks instead of mundane, error-prone and time-consuming reports. 
  • Ensure Expense Policy Enforcement: Enforce custom rules tailored to the business and ensure that employees are up to date with new expense policies and tax changes. Flag out-of-policy travel expenses and eliminate the possibility of expense fraud like split claims, deviations from the norm or altered receipts. 
  • Increase Compliance: Stay compliant with local, state and federal tax agencies. Categorize and tag expenses automatically based on past entries and credit card statements. Get easily accessible electronic copies of reports and receipts, which can be helpful during audits.  
  • Improve Visibility: Get compiled employee expense data on the dashboard and deliver it in a digestible visual format using charts and graphics. Check metrics to understand spend per employee or the average time it takes to approve expense reports. 
  • Manage Digital Receipts: Automatically capture receipts digitally and parse them to create expense report entries. Digitally manage receipts by dragging and dropping from the desktop or using mobile phones. 
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  • No Experience Required: Users of any skill level can get into Board and immediately start optimizing their business planning with a comprehensive set of tools for business intelligence, performance management and predictive analytics. 
  • All-in-One Platform: Board provides the resources to handle everything from flat-file data to ERP, with a user-friendly interface that serves expert and beginner users alike. 
  • Adaptable Use Cases: Financial planning and analytics, accounting reporting and consolidation, supply chain planning and management, and merchandise and retail planning can all be handled and optimized using Board’s robust set of corporate and departmental modules. 
  • Customizability: Board gives businesses the ability to not only handle processes out of the box, but also to create custom workflows and modules for their specific needs. 
  • Self-Service Analytics: Gain insights into business performance, forecast trends and develop better strategies without sophisticated IT knowledge or assistance. 
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  • Quick Scan: Autocomplete receipts in a matter of seconds. Allow employees to sync credit cards for instant scanning and quicker approvals and reimbursements. 
  • Currency Conversion: Convert 150 currencies to USD automatically for international traveling. Avoid being charged extra fees for currency conversion on credit card statements. Reduce refunds and chargebacks and ensure consistency in pricing displays.  
  • Expense Report: Automate expense reports and boost visibility into business spend with one-click approval. Take a photo of the receipt and let the scanning technology pick up the details and auto import expenses. Sync cards to pull transactions directly into expense reports. Automatically import transactions from over 48000 personal, corporate cards and banks. Edit expense details with a single click. Submit expense reports and automatically generate a PDF copy. Forecast future trends and enhance employee behavior by using historical data. Get real-time insights and improve visibility. Ensure seamless integration with leading third-party applications like QuickBooks and Bill.com to map categories and synchronize expense reports, reimbursements and corporate card data. 
  • Card Management: Automatically sync transaction and card information. Check which transactions have or haven’t been submitted by reconciling credit card information. Gain visibility into every transaction and monitor expense compliance by syncing corporate cards. Manage spend from a single platform by integrating with the bank of preference. Automatically sync transactions and purchasing information into expense management. Eliminate end-of-month headaches by staying on budget with the reconciliation process. Track transactions and compliance in real time within the management dashboard. Get support for and import transactions from over 48,000 personal and corporate cards and banks. 
  • Corporate Travel Management: Empower employees to make better decisions by rewarding them for smart spending. Save on inventory rates by gaining access to negotiated rates otherwise reserved for large corporations. Get 24/7 support from a dedicated team of travel agents via chat, phone, email or Slack. Gain access to over 500,000 hotel properties and home-sharing options. Get alternative lodging options to boost flexibility and savings for travel programs. Get access to a list of curated flight bookings with a special corporate rate for business travel flight bookings. Search and reserve pick ups at the airport from desktop or mobile apps.  
  • Premium Insights: Monitor trends, spend and leakage on a user-friendly, fully customizable dashboard that boosts visibility. Customize and export data to track and report on every metric. Monitor real-time spend and compliance with employee spending against the company policy. Automate alerts and set up trigger reports that send reports to the inbox anytime there is an exception or a threshold is met. Keep a tab on how often employees are booking over or under budget and monitor total savings against the company policy. Improve employee behavior and forecast future trends using historical data. Check top vendors from the company according to the categories. Keep track of the highest spenders and see how employee adoption and compliance with the booking platform changes over time. 
  • Integration: Get support for thousands of corporate and personal cards and boost visibility into every card transaction. Ensure smooth business operation with an app that seamlessly integrates with ERPs, single sign-on, identity management tools, human resource information systems and more.  
  • End-to-End Travel and Expense Management: Improve visibility, expedite tracking, enable budget management, ensure error-proof data entry and clear travel policies. Automate expense management and save time spent on capturing expenses. Gain input from one source of truth and one point of contact. Get easy access to travel and expense tools with single sign-in benefits.  
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  • Adaptable Platform: Board Intelligent Planning Platform can be deployed in a variety of ways depending on specific business needs, and utilizes a proprietary in-memory technology and HTML5 web platform to remain fast and usable regardless of how it’s deployed. 
    • Granular Security: A multi-layer security system provides full control over who has access to what information on a cell-by-cell basis.
    • Metadata Gateway: The software translates data sources into simple, easy-to-read views and imports data into its own format automatically.
  • Powerful Analytics: Board provides automatic and manual analytics features for users of all experience levels to make sense of data and inform future decisions. 
    • Drag-and-Drop Analysis: Build robust analyses from company financial data by simply dragging and dropping information into a visual environment, with built-in machine learning capabilities to handle the more difficult, technical side of analysis. 
    • Multidirectional Drilldown: Create drill paths in any direction, between reports or back to source systems for the most in-depth analysis possible. 
  • Robust Planning: Enter data and use it to determine future plans with Board’s complete set of ERP tools. 
    • Simplified Metrics: Users can create Excel-like formulas to define specific custom metrics and apply them to any of the software's databases. 
    • Real-time Adjustments: Change data metrics and models without affecting user operations. This gives businesses maximum control over planning and forecasting as events unfold. 
  • Business Modeling: Define workflows and onboard employees to ensure maximum organizational efficiency. 
    • Customized Rules: Create and customize boundaries and guidelines for their workflows. Users can also set criteria to help generate more precise predictions. 
    • Adaptive Aggregation: Flexible data aggregation can be performed at any time, automatically adapting data and metrics to new dimensions. 
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Product Ranking

#159

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Accounting Software

#17

among all
Accounting Software

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User Sentiment Summary

Excellent User Sentiment 125 reviews
Great User Sentiment 804 reviews
93%
of users recommend this product

TravelBank has a 'excellent' User Satisfaction Rating of 93% when considering 125 user reviews from 1 recognized software review sites.

89%
of users recommend this product

Board has a 'great' User Satisfaction Rating of 89% when considering 804 user reviews from 5 recognized software review sites.

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4.8 (2)
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4.4 (279)
4.65 (125)
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4.5 (134)
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4.6 (157)
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4.3 (232)

Awards

TravelBank stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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Synopsis of User Ratings and Reviews

Easy Receipt Capture: Users praise TravelBank's ability to effortlessly capture receipts using their phone's camera, eliminating the need for manual entry and saving valuable time.
Automated Expense Reports: The platform's automated expense reporting feature streamlines the process by automatically generating reports based on captured receipts and travel data, reducing manual effort and minimizing errors.
Real-Time Spending Insights: TravelBank provides real-time visibility into spending patterns, allowing users to track expenses as they occur and make informed decisions to stay within budget.
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Collaborative Planning: Users praise Board's real-time collaboration features, enabling teams to work together seamlessly on plans and share updates instantly, boosting efficiency and alignment.
Flexible & Scalable: Many appreciate Board's adaptability to various planning needs, accommodating diverse data sets, departments, and future growth, making it a future-proof solution.
Data Visualization & Insights: Users value Board's robust data visualization tools, transforming complex data into clear dashboards and reports, aiding in informed decision-making and identifying trends.
Automation & Streamlining: Real user experiences highlight Board's ability to automate repetitive tasks and workflows, freeing up time for strategic work and analysis, improving overall planning efficiency.
Mobile Accessibility: Appreciations are shared for Board's mobile app, allowing users to access plans and data on the go, enhancing flexibility and real-time decision support.
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Limited integrations: TravelBank doesn't seamlessly integrate with all accounting systems, which can make reconciling expenses more manual and time-consuming.
Reporting limitations: Some users have expressed frustration with the platform's reporting capabilities, finding them to be somewhat inflexible for their specific accounting needs.
Occasional glitches: Like any software, TravelBank has been known to have occasional glitches or technical issues, which can be disruptive to accounting workflows.
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Complex Calculations: Limited transparency in formula calculations, hindering troubleshooting and advanced analysis.
Macro Restrictions: Restricted macro functionalities might constrain automation and specialized workflows.
Navigation Challenges: Unintuitive interface layout and navigation, leading to user frustration and inefficiency.
Mobile Limitations: Limited mobile app functionalities compared to desktop version, restricting accessibility.
Restricted Dashboard Design: Limited design freedom for dashboards, impacting user preferences and visual clarity.
Scalability Concerns: Performance issues reported with large datasets, potentially hindering scalability for growing companies.
Opaque Pricing Structure: Lack of clear pricing information and complex licensing tiers, making cost estimation difficult.
Limited Support Availability: Reported challenges with timely and comprehensive support responses.
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Is TravelBank the "bank" where savvy businesses "deposit" their travel management needs? Users praise TravelBank's user-friendly design and efficient expense reimbursement process, highlighting its intuitive interface and quick turnaround times for reimbursements. The platform's ability to create and enforce custom travel policies and expense allowances is another major plus, allowing businesses to maintain control over spending while empowering employees to book travel within set parameters. Users also appreciate the 24/7 customer support, which provides peace of mind for traveling employees. However, some users have expressed concerns about the software's pricing and its limited integration with other systems, which can be a drawback for businesses relying on a suite of interconnected tools. TravelBank's focus on streamlined travel management and expense reporting makes it a strong contender in the market. Its differentiating factor lies in its comprehensive approach, combining travel booking, expense tracking, and policy enforcement in a single platform. This integrated approach simplifies travel management for both employees and administrators. While the lack of extensive third-party integrations might be a limitation for some, TravelBank's core strengths make it an ideal choice for businesses seeking a user-friendly and efficient solution for managing travel and expenses, particularly those with frequent business travelers who value a seamless and well-supported experience.

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Board, an Intelligent Planning software, garners mixed reviews from users. While praised for its user-friendly interface and extensive customization options, some find its cost and scalability a concern. Let's delve deeper. Users appreciate Board's intuitiveness, making it accessible even to non-technical folks. Its flexibility allows tailoring the platform to specific needs, a boon for organizations with intricate planning processes or unique data demands. Additionally, Board seamlessly integrates with various data sources, simplifying information consolidation for insightful analysis. However, cost can be a barrier, particularly for smaller businesses, as Board can be pricier than competitors. Scalability concerns arise, with some users reporting performance issues when handling massive datasets. While powerful for basic planning, Board might lack the advanced features offered by competitors for highly technical users or complex scenarios. Board sets itself apart by emphasizing visually engaging and interactive reports and dashboards, aiding communication with stakeholders. Its robust mobile app empowers users to access and manage plans on the go, promoting flexibility and remote work. Ultimately, Board's strengths and weaknesses hold varying importance depending on your needs. Budget, data volume, desired features, and user requirements should be carefully considered when comparing Board to other Intelligent Planning software options. Remember, this is just a general overview, and thorough research tailored to your specific context is crucial before making a decision.

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