Finance Operations

Spend

Expense reports checked before they reach finance.

Checks each expense against the policy, asks for what is missing and passes clean reports on for approval.

At work.

What a normal day looks like, with the cases it handles and the ones it hands over.

Where a person decides

Anything above the policy limit, or without a clear business reason, goes to the approver with the case already laid out.

Spend/Reports submitted todayLive

Client visit, Porto184,20 €Passed to the approverPassed on

Conference ticket450,00 €Passed to the approverPassed on

Team dinner312,00 €Above the limit per personWith a person

Taxi, Lisbon23,50 €Receipt missingMissing data

Train tickets96,80 €Passed to the approverPassed on

Client visit, Porto

Passed to the approver

1
Submitted
An employee submits an expense report with receipts, by app or email.
2
Read
It reads each receipt: date, amount, currency and supplier.
3
Checked
Each line is checked against the travel and expense policy and against duplicates.
4
Passed on
Clean reports go to the approver. Others come back to the employee with exactly what to fix.

Other agents