--- title: "Step-by-Step Guide to Topkey's Expense Management Tool" description: "Stop losing money on expenses you should be capturing." canonical: "https://topkey.io/webinar/step-by-step-guide-to-topkeys-expense-management" language: "en" --- [Webinars](https://topkey.io/webinars) # Step-by-Step Guide to Topkey's Expense Management Tool Stop losing money on expenses you should be capturing. See how short-term rental operators stopped losing thousands in untracked expenses and cut month-end close from 7 days to 2 with Topkey. Join our financial technology consulting team as they walk you through exactly how our customers use our expense management and receipt automations tool to automate their workflow and close the month out on time. Operators like Beachside VR replaced the need for a full-time bookkeeper, Seacoast 2 Summit eliminated $10,000+ in monthly cash leakage, and Lighthouse Vacations reduced the amount of time spent on expense management by 80%. **Key Takeaways:** - How Topkey's automation cuts the time and effort required to manage expenses. - How AI-powered expense processing eliminates manual data entry and coding errors. - How to capture every charge accurately, in real time, with full visibility across properties. - How every expense syncs automatically to your ERP and PMS for a clean paper trail. If you'd like to learn how to successfully manage expenses, you are in the right spot. Sign up today. ## About the speakers Jason Mraz Topkey, Sr. Manager Financial Technology Consulting Jason Mraz is a Customer Success lead at Topkey, where he's personally onboarded over 200 str operators across every major PMS (Guesty, Streamline, Track, HostAway, Hostfully, Hospitable, Feather, and OwnerRez) walking them through everything from corporate card setup and QuickBooks integrations to revenue reconciliation and automated owner billing. He spends his days in the weeds with property managers and their accountants, solving the exact expense management, bill pay, and bookkeeping pain points this audience knows all too well. ## Disclosures \*Topkey is a financial technology company and is not an FDIC-insured bank. Banking services provided by Thread Bank, Member FDIC. FDIC Insurance available for funds on deposit through Thread Bank, Member FDIC. FDIC deposit insurance covers the failure of an insured bank. Certain conditions must be satisfied for pass-through deposit insurance coverage to apply. The Topkey Visa debit card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. The Topkey Visa charge card is issued by Thread Bank, Member FDIC, pursuant to a license from Visa U.S.A. Inc. and may be used anywhere Visa cards are accepted. Accounts are eligible for pass-through deposit insurance only to the extent pass-through insurance is permitted by the rules and regulations of the FDIC, and if the requirements for pass-through insurance are satisfied. There may be a risk that pass-through deposit insurance is not available because conditions have not been satisfied. In such cases, funds may not be fully insured in the event the insured depository institution where the funds have been deposited were to fail. \*\*Your deposits qualify for up to $3,000,000 in FDIC insurance coverage when Thread Bank places them at program banks in its deposit sweep program. Your deposits at each program bank become eligible for FDIC insurance up to $250,000, inclusive of any other deposits you may already hold at the bank in the same ownership capacity. You can access the terms and conditions of the sweep program at https://thread.bank/sweep-disclosure/ and a list of program banks at https://thread.bank/program-banks/. Please contact customerservice@thread.bank with questions on the sweep program. Pass-through insurance coverage is subject to conditions. 1 | The interest rate on the High Yield Deposit Account will be 2.93% with an Annual Percentage Yield (APY) of 2.97%. The interest rate on the Regular Deposit Account will be 1.52% with an Annual Percentage Yield (APY) of 1.53%. These rates are effective as of 9/17/26. These are variable rates and are subject to change after the accounts are opened based on the Federal Funds Rate. Minimum opening deposit and average balance requirements may apply. Fees could affect earnings on the account. Topkey does not provide tax, legal, or accounting services. All information on this site is for educational purposes only.