Solution

Expense Management Solution

Expense Management Solution Overview

A solution layer built on TotalAgility for automating the processing of expense receipts and matching credit card transactions.

Features

Our Expense Management Solution automates the capture, validation, approval and processing of employee expenses, eliminating manual data entry and reducing the administrative burden on finance teams. Employees can submit receipts from any device, while the platform automatically extracts key information, validates claims against company policies and routes expenses through configurable approval workflows.

 

Our platform combines leading technologies including AI (Artificial Intelligence), Machine Learning, Intelligent Document Processing (IDP) and Robotic Process Automation (RPA) to automate the entire expense lifecycle. Receipt data is captured with high accuracy, duplicate claims are detected, policy compliance is enforced automatically, VAT is identified where applicable and approved expenses are seamlessly posted to your finance system. Continuous learning improves extraction accuracy over time, while intelligent analytics provide greater visibility into spending patterns, compliance and potential exceptions.

Benefits

Reduce Processing Costs with Expense Automation
Eliminate manual data entry, paper receipts and time-consuming administration to lower the cost of processing every expense claim.

Increase Productivity with Digital Expense Workflows
Enable employees to submit expenses from anywhere while automating approvals, policy checks and finance processing to accelerate reimbursement cycles.

Improve Spend Visibility for Better Decision Making
Gain real-time insight into employee spending, policy compliance, VAT recovery and expense trends through powerful dashboards and reporting.

 

Technical Details

Inputs

Expense receipts, invoices, corporate card transactions, mileage claims and employee expense submissions.

Outputs

Approved expense claims, policy exceptions, rejected or queried expenses, reimbursement files and finance system postings ready for review and processing.

Geographic Availability
Global

Additional Information

Automate the entire expense management process from receipt capture through to reimbursement and financial posting. The platform automatically captures receipts and expense claims from multiple sources, extracts and validates key information, enforces company expense policies and routes claims through configurable approval workflows. Approved expenses are then posted directly to your finance system, significantly reducing manual administration and processing time.

 

By automating data capture, policy compliance and approvals, finance teams can spend less time processing expense claims and more time analysing spend, identifying savings opportunities and supporting the wider business. Employees benefit from a faster, simpler claims process, while organisations gain improved visibility, stronger governance and greater control over business expenditure.

Created By

Products

TotalAgility

Industry

All industries
Financial Services

compatibility

TotalAgility 7.9 upwards

Business Process

Accounting and Finance
Operations
AP / AR / Invoice Automation

Last Updated

June 30, 2026

Consulting Required

Yes

Support Available

Yes

Pricing

Contact for Pricing