AI- Every expense, documented.Every request, visible.
EXPENSES, 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
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.
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.
