Reduce claim-processing work
Capture receipt data, classify spend, detect duplicates, and prepare claims without manual entry or spreadsheet handling.
For CFOs, finance operations, and spend-control leaders
Expense Automation
Make expense submission effortless while enforcing policy before money leaves.
Round Infinity captures receipts and claims from mobile and digital channels, extracts structured data, checks policy, routes approval, triggers reimbursement, and updates spend visibility automatically.
Finance operationsTravel and expenseDepartment budget owners
Who gets the value
Employees reimbursed sooner
Finance teams processing less
CFOs seeing spend earlier
Department impact
What finance and employees gain.
The expense operation reduces administration for employees and finance while applying policy consistently and surfacing spend before month end.
Enforce policy consistently
Check limits, categories, travel rules, required evidence, and exceptions before approval and reimbursement.
See spend and liabilities sooner
Update committed and approved expense views by team, category, employee, project, and budget as activity happens.
One connected operating flow
The expense flow, from receipt or travel need to reimbursed and controlled spend.
Each step shows the departmental work, what Round Infinity automates, and the platform capabilities carrying context, controls, and ownership across the process.
1
Capture Receipt or Travel Need
Employees use mobile, portal, email, or messaging to submit receipts, mileage, allowances, advances, or travel requests.
Mobile capture · Employee portal
2
Extract and Build the Claim
AI reads vendor, date, amount, tax, currency, category, project, cost center, and receipt details, then detects duplicates.
Document AI · Expense classification
3
Check Policy and Budget
Apply category limits, travel rules, required evidence, advance conditions, card data, budget, and exception thresholds.
Policy engine · Budget integration
4
Approve and Resolve Exceptions
Route by employee, amount, category, entity, project, and risk, with context and one clear decision for the approver.
Approval workflow · SLA · Case management
5
Reimburse, Account, and Analyze
Trigger reimbursement or payroll action, create accounting entries, retain tax evidence, and update live spend dashboards.
Payment integration · ERP posting · Analytics
Platform capabilities working across the complete flow
Mobile and digital submission
Receipt and document AI
Policy and budget rules
Approval and exception workflows
ERP, payroll, and payment integration
Spend and compliance dashboards
Purpose-built AI agents
The AI agents, engines, and copilots that complete expense automation work.
Each agent works inside configured permissions, policies, confidence thresholds, human-review rules, and one traceable operating record.
Receipt Processing Agent
Reads receipts in varied formats and extracts complete structured expense data.
Expense Policy Agent
Applies limits, categories, travel rules, required evidence, and exception policy consistently.
Duplicate and Risk Agent
Flags duplicate receipts, unusual patterns, missing evidence, and potential misuse for review.
Approval Coordination Agent
Routes claims with full context and follows up on delayed decisions.
Reimbursement Agent
Triggers approved payment or payroll action and keeps the employee informed.
Spend Intelligence Agent
Shows current spend, budget pressure, exception patterns, and policy leakage by dimension.
See expense automation running with your systems and controls.
We will map the current flow, exceptions, owners, policies, data, and desired outcomes, then show the configured operation end to end.
Book a focused walkthrough