Phileas Gestion logo

Phileas Gestion

by DPI · Since 2012
No reviews yet
Active1+ countriesCloud
Quick facts
VendorDPI
Year launched2012
StatusActive
Location30 rue du Puech, ZAC La Montée Rouge, 30310 Vergèze, France
Countries served1+
Languages1
IntegrationsN/A
Free tierN/A
Free trialN/A
Contact salesYES

About Phileas Gestion

Phileas Gestion is a financial management software from DPI designed for investment professionals. It provides portfolio management, risk assessment, and performance analysis tools so users can make informed investment decisions. Phileas Gestion supports comprehensive financial reporting and integrates with various market data sources to facilitate accurate analysis. Users can monitor portfolio performance in real-time and assess risk exposure across multiple assets. Key capabilities: portfolio management risk analysis performance tracking financial reporting market data integration Best for: investment managers and financial analysts that need reliable tools for managing investment portfolios and analyzing financial performance.

Philéas Gestion is a robust, cloud-based expense management solution designed specifically for HR managers, CFOs, and accountants seeking to simplify expense reporting, ensure compliance, and achieve real cost savings. The system is built for speed and precision, offering a smooth employee experience through its Philéas Mobile app, which is available on both iOS and Android. Employees can use their mobile devices to instantly scan paper receipts, leveraging OCR technology to automatically extract and pre-fill data for expense notes, thus minimizing manual entry and accelerating the entire submission workflow. A core differentiator of the platform is the managerial control it provides, encapsulated by the "intelligent validator." This unique tool guides managers in the review process by calculating a confidence index for each expense, effectively eliminating guesswork and ensuring that arbitration adheres strictly to company policies. Beyond compliance, the software also provides essential features like assisted mileage allowance calculation, the management and storage of supporting documents, and the ability to assign probative value to digital receipts, allowing organizations to confidently transition to a fully paperless expense process.

Pros & Cons

Pros
  • OCR scanning significantly reduces manual entry time and errors.
  • Intelligent validator improves expense report accuracy and audit confidence.
  • Mobile apps provide convenience for employees submitting expenses on the go.
  • Integration with payroll and accounting systems streamlines financial workflows.
  • Expense and reimbursement tracking improves transparency for employees.OCR scanning significantly reduces manual entry time and errors.
  • Intelligent validator improves expense report accuracy and audit confidence.
  • Mobile apps provide convenience for employees submitting expenses on the go.
  • Integration with payroll and accounting systems streamlines financial workflows.
  • Expense and reimbursement tracking improves transparency for employees.
Cons
  • Limited public documentation may hinder self-service learning.
  • No in-app marketplace for additional features or third-party add-ons.
  • Mobile app reviews report occasional bugs and usability issues.
  • Primarily French language support limits adoption in international markets.
  • Pricing information is not publicly available, requiring direct contact.

Features

Key features

OCR Receipt Scanning

Automatically extracts data from photos of paper receipts to pre-fill expense reports.

Intelligent Validator

Guides managers to arbitrate expense reports with a confidence index for accuracy.

HRIS Integration

Custom interfaces allow syncing with payroll, accounting, and other business systems.

Mileage / Travel Reimbursement

Assisted entry of mileage and travel-related expenses for precise calculation.

Mobile Access

iOS and Android apps enable on-the-go expense management and submission.

Expense Tracking & Storage

Manage, store, and edit all supporting documents in one platform.

Reimbursement Tracking

Employees can track the status of their expense reimbursements in real time.

Additional features

Receipt Photo Capture

Take photos of receipts via mobile or desktop to start expense reports.

Data Extraction

Automatically reads and fills expense fields from scanned receipts using OCR.

Intelligent Expense Validation

Calculates a confidence score to help managers verify notes efficiently.

Mileage Allowance Tools

Calculates travel/mileage reimbursement accurately.

Integration with HRIS/Accounting

Interfaces with payroll, accounting, and other corporate systems.

Expense Report Submission

Employees can submit completed expense reports for approval.

Mobile & Web Access

Accessible from iOS, Android, and desktop for full workflow management.

Budget Tracking & Analytics

Track and analyze expenses to optimize corporate spending.

Document Management

Store and organize receipts and supporting documentation digitally.

Audit Assistance

Provides tools and recommendations for auditing expenses and cost savings.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

1
Countries served
1
Interface languages
7
Billing currencies

Available in

France

Interface languages

French

Billing currencies

🇦🇺AUD🇨🇦CAD🇨🇳CNY🇪🇺EUR🇬🇧GBP🇯🇵JPY🇺🇸USD

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