Expenses agent
Every receipt, without chasing people yourself.
The expenses agent collects receipts for card spending and expense claims, chases the people who have not sent them and codes each one.
What it does
01
Collects receipts from email, photos and card apps.
02
Chases team members for missing receipts.
03
Codes each expense and checks the VAT on it.
04
Prepares expense claims for your approval.
You decide
Your expense policy and every reimbursement.
A person checks
Our accountants check the VAT claimed on expenses before each return.
How we bring it in
Nothing changes until the agent gets it right.
01
We learn how you work now
One round of questions and a call. We write down every job, who does it today and which systems it touches.
02
We connect, read-only
The agents read your bank, ledger and tools. They change nothing yet.
03
A parallel run
The agent does the job next to whoever does it today, for one or two cycles. We compare the results line by line. Nothing it does goes out.
04
Switch on, one agent at a time
Only when the results match, and only when you say so. The rest of your process stays as it is.
05
Our accountants stay on it
A named accountant checks the work and answers to you. If something looks wrong, a person looks at it.
Questions.
Does my team need a new app?
No. They reply to the agent's message with a photo or forward the email receipt.
What about receipts that never turn up?
The agent lists them for you, so you decide how each one is treated.
The rest of the team
Start with the expenses agent.
A free call. Tell us your companies and how this job is done today.
Talk to us