AIEXPENSES, REIMBURSEMENTS AND TRAVEL
Every expense, documented.
Every request, visible.
Organize receipts, requests and approvals with forms tailored to your company.
My requests
Under review
Awaiting approval
Approved
Illustrative example
Expenses, reimbursements and travel in one process.
Expenses
Collect receipts and details for each expense report.
Reimbursements
Submit requests and check their status.
Business travel
Gather the information needed to request a trip.
From expense receipt to approval.
Submit a request
Complete your company’s form.
Attach
Add supporting documents.
Review and approve
Manage the request according to your internal policies.
Track the request
Check the status and keep the information.
Example workflow that can be adapted to your organization.
Your policies,
built into the form.
Define the fields and expense categories your team needs.
Custom fields
Adapt forms to your policies.
Expense categories
Define options for your company.
Supporting documents
Specify which receipts are required.
Reimbursement request
Submit request
Example reimbursement form
Expense records
- ✓Request submittedMarch 12, 2024
- ✓Under reviewMarch 14, 2024
- ○Approval pending
Illustrative example
One place for receipts.
One view for tracking.
Centralize expense and travel information and check the status of each request.
Centralized repository
Keep all your receipts and requests in one place.
Encryption for your data
Keep information secure and accessible to authorized people.
Request tracking
Check the status at each stage of the process.
Useful information for finance teams.
Detailed reports
Bring information together to review your organization’s spending.
Connect your systems
Integrate information with other tools in your company.
Fewer scattered documents.
More clarity for your team.
Let’s talk about your forms, policies and approval process.
Request a tailored demo.
Tell us about your expense, reimbursement and travel approval process.