Expense reimbursement: Capture receipts and route approvals without spreadsheets
Receipt capture, policy checks, approval routing, and reimbursement with audit-ready evidence.
Workflow Engine
Lead→Deal→Quote→Order→Invoice→Payment→Reconciliation→Renewal
Synced
All systems
Active
12 workflows
Audit trail
100% logged
One workflow engine. One audit trail. One source of truth.
Trusted by 1,000+ fast-moving sales teams
Expense reimbursement: capture receipts, route approvals, pay out
Receipts buried in inboxes make month-end painful. Expense reimbursement as a service captures receipts from email and mobile, applies policy rules, routes approvals, and reimburses via payroll or bank transfer — all with audit-ready evidence on every transaction.
Capture & extract
Parse receipts from email, mobile uploads, and corporate-card feeds. Pull out vendor, amount, tax, and currency automatically.
Policy & approval
Apply category caps, out-of-policy flags, and manager-then-finance routing so exceptions surface instead of getting buried.
Reimburse & post
Pay out via payroll run or bank transfer, and post the journal entry back to the ledger with the receipt attached.
Scope the first expense motion
- Start with the highest-volume categories (travel, meals, software) before edge cases.
- Declare the policy once — caps, allowed categories, required attachments — and let the service enforce it.
- Require auditable evidence on every reimbursed transaction, even small ones.
| Layer | Decide up front | Example |
|---|---|---|
| Policy | Caps and required evidence | $75 meal cap, receipt required over $25 |
| Routing | Who approves what | Manager first, finance for exceptions |
| Posting | Where the entry lands | Payroll run + journal entry with receipt link |
Outcomes finance teams expect
- Faster reimbursements for employees, fewer complaints.
- Policy enforced uniformly — no more "my manager always approves."
- A clean journal entry trail auditors can follow without back-and-forth.