Expenses Agent Capabilities

Expenses Agent supports capabilities throughout the expense lifecycle, from capturing an expense through completing and submitting the expense report. The capabilities available to employees depend on your organization’s configuration.

• Expense Capture and Creation
  • Automated expense creation: Automatically creates draft expenses by processing forwarded e-receipts and matching them with incoming corporate card transactions. When no matching card transaction exists, Expenses Agent can create a reimbursable expense.
  • Automatic itemization: Automatically creates itemized lines for accommodation expenses when receipts include itemized charge details and itemization is required.
  • Manual expense creation: Allows employees to manually create expenses when automated creation isn’t appropriate or additional control is required.
• Expense Completion and Employee Interaction
  • Email-based conversational completion: Allows employees to provide missing expense details, such as attendee information or business purpose, through plain-text email replies.
  • Corporate card notifications: Provides consolidated notifications that group corporate card expenses by required action, such as missing receipts, ready to submit, or requiring additional information.
  • Real-time card notifications: Provides near-real-time mobile and email notifications for supported corporate card activity.
  • Optimized mobile experience: Provides mobile access through the Progressive Web App (PWA), enabling employees to manage expenses throughout the expense lifecycle while on the go.
• Expense Management and Allocation
  • Spend authorization: Allows employees to associate a preapproved spend authorization with an expense when spend authorizations are configured.
  • Expense location: Allows employees to provide expense location information based on the location level configured for their business.
  • Expense allocation: Allows employees to split expenses across accounts or allocate them to projects and tasks.
  • Flexible accounting segments: Allows employees to charge expenses to configured accounting segments.
• Policy and Spending Controls
  • AI-powered policy inquiries: Answers natural language employee policy questions by searching published policy documents in AI Agent Studio.
  • Spending limits: Evaluates applicable expenses against configured daily, monthly, and yearly spending limits.
• Expense Report Completion and Submission
  • Cash advance application: Allows employees to apply available cash advances when submitting expense reports. Expenses Agent also supports cash advance application as part of email-based expense completion.
  • Configurable autosubmission: Automatically groups compliant, fully validated expenses into expense reports and submits them on a predefined schedule.