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FINANCE
Automate expense management in finance
We capture, validate and post every expense against your policies, so the process closes with no paper or re-keying.
Automate expense management in finance
Automating expense management in finance is deployed over your current systems and flows, with human supervision and traceability. Before automating we define which task, which exceptions and what outcome is acceptable.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent is designed for your real process, not the other way round: integrations, permissions and milestone control.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
We capture, validate and post every expense against your policies, so the process closes with no paper or re-keying.
THE CHALLENGE
expense management in finance
Leaving expense management in finance to a person is slow and leaves room for error; automating it without governance is a risk. The sweet spot is an agent with rules, exceptions and control.
Expense notes on paper and email
Receipts arrive in different formats and get lost easily.
Slow review and reimbursement
Each expense is checked by hand and payment to the employee takes weeks.
Poorly applied expense policy
Limits and allowed concepts are not checked consistently.
APPROACH
expense management in finance
An agent with rules, exceptions and milestone control.
Digitize expense capture
Receipts are captured from mobile and linked to each expense.
Apply the policy automatically
Limit and concept rules are validated when each expense is logged.
Approve through owner flow
Each expense follows an approval circuit by amount and type.
Account and reimburse with trace
The approved expense is posted and paid with a full record.
DELIVERABLES
expense management in finance
An operational, traceable agent under your control.
Digital receipt capture
Expenses logged from mobile with their evidence attached.
Automatic policy validation
Limits and concepts checked when each expense is logged.
Level-based approval flow
Validation circuits by amount and expense type.
Posted and traced reimbursement
Payment to the employee with complete accounting and document records.
TRUST
AI applied to real processes with supervision
AI agents with human supervision, traceability and milestone control since 2008, in Barcelona and Madrid and remote. Code and documentation under your control, without lock-in.
- A clear task and success criteria before automating.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
FAQ
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