Document intake
Without Sanka
Amount and date are extracted, but no operational record exists
With Sanka
Create expense records with attachments and executor history
Let Claude create expense claims and route approvals from files
Upload receipts or vendor invoices. Claude reads amount, vendor, tax category, department, and project context, then creates expense records, runs policy checks, and routes approvals.
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Expense Approval
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Trusted by 1,000+ teams
Overview
Turn expense files into approved spend workflows
Create claims from documents
Extract amount, date, vendor, tax category, payment method, and memo from receipts, invoices, or card statements.
Suggest department and accounts
Use employee, vendor, payment method, and history to suggest department, project, and account coding.
Require approval and logs
Check policy limits, duplicates, and missing attachments, then route to approvers with reason history.
Workflow
From Claude upload to approved expense claim
- 01Upload receipts or invoicesProvide photos, PDFs, or card statements to Claude.
- 02Extract expense fieldsRead transaction date, vendor, amount, tax category, payment method, and memo.
- 03Create expense claimsAttach employee, department, project, and supporting documents to each claim.
- 04Check policy and duplicatesFlag limits, blocked categories, duplicate candidates, and missing attachments.
- 05Route approvalSave approver, decision reason, and change history before reimbursement.
Compare
Expense automation needs more than OCR
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Document intake | Amount and date are extracted, but no operational record exists | Create expense records with attachments and executor history |
| Policy checks | Limits, blocked categories, and duplicates can be missed | Check amount, date, category, duplicate candidates, and missing files |
| Coding | Department, project, and account coding vary by person | Suggest department, project, tax category, and account coding |
| Approval routing | Teams are unsure who should approve each expense | Route by amount, department, role, and exception conditions |
| Payment and accounting | Approved expenses are re-entered into other systems | Connect approved expenses to payment planning and accounting prep |
Policy checks
Without Sanka
Limits, blocked categories, and duplicates can be missed
With Sanka
Check amount, date, category, duplicate candidates, and missing files
Coding
Without Sanka
Department, project, and account coding vary by person
With Sanka
Suggest department, project, tax category, and account coding
Approval routing
Without Sanka
Teams are unsure who should approve each expense
With Sanka
Route by amount, department, role, and exception conditions
Payment and accounting
Without Sanka
Approved expenses are re-entered into other systems
With Sanka
Connect approved expenses to payment planning and accounting prep
Customer quotes
Customer stories from Sanka teams
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
FAQ
Frequently asked questions
Can multiple receipts be handled in one claim?
Yes. Multiple attachments can be grouped into one claim or split into separate line items.
Can company expense policy be enforced?
Yes. Amount thresholds, blocked categories, department rules, and approval conditions can be configured as checks.
Can approvers be assigned automatically?
Yes. Approvers can be assigned by employee, department, amount, category, or exception condition.
Can approved expenses connect to accounting?
Yes. Approved expense data can feed payment planning, journal prep, and accounting sync.