Receipts with the right context.
Bring the receipt, amount, business reason and cost allocation into one expense record.
EXPENSE TRACKING & APPROVALSReceipts in.
Receipts in.
Approvals moving.
Spending in view.
Give employees a clear way to submit expenses, managers a focused approval queue and finance the detail behind every claim.
Prepared with you on Microsoft Fabric.
We agree your policy, roles and setup before the trial.
We agree your policy, roles and setup before the trial.
A CONNECTED EXPENSE WORKSPACEIllustrative concept
One place for the claim, receipt and decision.
FOR EMPLOYEESFOR APPROVERSFOR FINANCE
Built around your business process
LESS CHASING. MORE CLARITY.
Take expenses out of the email chain.
A receipt in an inbox is only part of the story. Connect it to the person, purpose, approval and cost centre, so the next step is clear.
An approval route that fits.
Agree manager, department and finance review steps around your own spending policy.
A clearer view for finance.
Separate submitted, approved and returned claims, with the evidence behind every total.
ONE WORKFLOW. THREE CLEAR VIEWS.
Designed for the people doing the work.
Explore an illustrative application with fictional data. Your final workspace is configured around your team and agreed requirements.
01 / EMPLOYEECapture the receipt.
Capture the receipt.
Keep the context.
Upload the supporting file, explain the business purpose and allocate the cost before submitting. Give reviewers the information they need the first time.
- Receipt upload with the claim
- Category, department and project fields
- Clear status and requests for changes
02 / APPROVERMake the decision.
Make the decision.
Leave a clear trail.
Review the claim alongside its receipt. Approve it or return it with a reason, then keep the decision attached to the record.
- A focused review queue
- Multi-level approval rules to suit your policy
- Comments, decisions and ownership in context
03 / FINANCESee the spend.
See the spend.
Understand what is behind it.
Bring claim status, departments, projects and supporting evidence into a connected finance view. Agree the reporting and handoff into your accounting process.
YOUR POLICY. YOUR PEOPLE. YOUR DATA.
An expense tool that fits the way you operate.
Start with one team or entity. Agree the workflow, prepare the application and use real business scenarios to prove the fit.
Capture
Record the expense and attach its supporting documents.
Route
Send the claim through the agreed levels of review.
Decide
Approve or return with a reason and a traceable outcome.
Review & report
Give finance approved claims and the context for its next step.
Approval, reimbursement and accounting posting are separate controls. We define the handoff and any integrations with you before implementation.
START WITH YOUR PROCESS
Let’s map your expense workflow.
Share your requirements. No card or commitment.
Describe the result you need and the information you work with. We can help you identify a suitable existing application or scope a tailored pilot.
- Share the problem and your data sources.
- Discuss the workflow and a practical starting point.
- Agree the scope, costs and trial route.
A card is required when you start a trial. An enquiry does not start a subscription or commit you to a project.
EVALUATE THE RIGHT FIT
Try the application before committing to the next step.
Both assisted routes include a 30 day free trial, starting after onboarding and environment setup. Card required at signup. No charge until your 30 day trial ends.
Start without an implementation fee.
If an existing application meets your requirements without additional mapping or implementation, implementation and the 30 day trial are free. Normal subscription charges begin after the trial, under your agreed terms.
Agree the full quote before the pilot.
We agree the application, mapping, workflows and implementation quote upfront. We then prepare the agreed pilot for your 30 day free trial. If you choose to proceed afterwards, the quoted implementation fee and monthly subscription become payable.
We confirm the pilot deliverables, preparation, trial start and decision process together. Any work beyond the agreed pilot scope is discussed separately.
PRACTICAL ANSWERS
Before you start.
Agree the workflow and its boundaries, then build around the work your team actually needs to do.
How would an employee submit an expense?
They would add the merchant, date, amount and business reason, attach the receipt and select the relevant department or project. The configured workflow then routes the claim to the right reviewer.
Can we use more than one approval level?
Yes, we can scope approval levels by factors such as amount, department, project or legal entity. We agree the rules, substitutes and exception handling before preparing the application.
Is the expense application available immediately after signup?
This is a proposed application prepared with you. Your fields, approval rules, access and reporting need configuration. We confirm the scope, implementation work and trial route before you start.
Does approval automatically pay the employee?
Approval records the decision on a claim. Reimbursement, payment execution and accounting posting are separate steps. We agree whether finance uses an export, an ERP handoff or a separately scoped integration.
Can it connect to Dynamics 365 and our budgets?
We can scope connections to your finance data, cost centres, projects and budget model. Source access, mapping, posting permissions and refresh requirements are confirmed with you. A reporting connection alone does not enable writeback or payments.
Do these screens show a finished live product?
They show an interface concept with fictional data. We use these designs to agree the employee, manager and finance experience before building and configuring your application.