Travel & Expense
Make expenses effortless for employees while enforcing policy before money leaves.
Travel requests, receipt capture, card feeds, policy checks, approvals, reimbursement and spend analytics in one employee-friendly flow.
Built for finance operations, employees and managers and travel desks.
How Travel & Expense works
Each step shows what the AI agents do, where your team works, the workflow that keeps it controlled and what you track. People approve what matters, and every action is recorded.
Capture receipts and trips in one tap
Employees request trips, snap receipts and record expenses on their phone as they go. Trips that need approval are approved before anyone travels.
Build the expense claim automatically
Receipts in any language are read from photos and email, and the expense claim is built automatically, ready to submit.
Check every claim against policy and budget
Every line is checked against policy, per diems and limits for the employee's grade and country. Breaches are explained, and duplicates or personal spend are flagged.
Approve claims and resolve exceptions
Approvers see a short summary with the policy flags highlighted, and pending approvals are chased automatically.
Reimburse fast and analyze spend
Employees are reimbursed quickly. Card transactions are matched to receipts, and finance can see spending trends and policy breaches at a glance.
Connects to ERP and payroll, Corporate cards, Travel booking tools and Banks.
See everything in this use case
Business applications
- Expense AppMobile receipt capture, mileage and claims.
- Travel RequestsPre-approval for trips and advances.
- Corporate Card FeedsCard transactions matched to receipts.
- Policy RulesLimits, per diems and category rules by grade and country.
- ReimbursementPayment batches and posting.
- Spend AnalyticsSpend by employee, category and project.
AI agents
- Receipt Processing AI AgentReads receipts and invoices in any language from photos and email, extracts merchant, date, tax and amount, and builds the expense line.
- Expense Policy AI AgentChecks each line against policy, per diems and limits by grade and country, and explains any breach to the employee.
- Duplicate & Risk AI AgentDetects duplicate claims, personal spend patterns and unusual amounts, and flags them for review.
- Approval Coordination AI AgentSummarizes claims for approvers with policy flags, and chases pending approvals.
- Card Reconciliation AI AgentMatches corporate card transactions to receipts and reminds employees of unsubmitted spend.
- Spend Intelligence AI AgentAnalyses spend trends and policy breaches, and answers finance questions in plain language.
Workflows
- Travel pre-approvalRequest, approve and book.
- Advance and settlementIssue and reconcile advances.
- Card reconciliationMatch card lines to receipts.
- Policy exceptionJustify and approve.
- Mileage and per diemCalculated by rule.
Reports and dashboards
- Spend by categoryAnd by department and project.
- Policy complianceExceptions and repeat offenders.
- Claim cycle timeSubmit to reimburse.
- Unsubmitted card spendLiabilities not yet claimed.
Often combined with
Each use case is one line on your quote. Users are licensed once across all of them.
Add an industry pack
Industry packs add sector-specific applications, AI agents and reports on top of this use case.
Included with every subscription
Every use case runs on one platform, with one data model, one set of users and one audit trail.
See Travel & Expense running with your systems
Price it with your company size, users and usage in two minutes, or book a walkthrough on your own process.