Overview of Expenses Agent

Expenses Agent provides a modern, streamlined expense management experience designed to reduce manual effort and improve efficiency.

It supports automated expense creation from corporate card transactions and e-receipts, configurable autosubmission, an optimized mobile experience, and scheduled notifications.

Using intelligent document processing, the system extracts key receipt details, such as merchant, date, and amount, and creates expense items with minimal user interaction.

Employees can charge the expense (with near-real-time notifications for Oracle-partnered cards) and forward the receipt. Expenses Agent then processes the receipt, extracts key details such as merchant name, date, and amount, and creates an expense item that can be added to an expense report.

Using Expenses Agent helps organizations:

• Reduce manual expense entry
• Improve accuracy of captured receipt data
• Accelerate expense submission and processing
• Improve employee productivity

Feature Availability

• New customers

  For new customers, Expenses Agent is available by default and doesn't require additional opt-in. However, you must still complete the required Expenses configuration before you use the feature.

  After enabling Expenses Agent, continue with the remaining setup tasks such as configuration, security provisioning, and validation.

  For information about completing the base Expenses setup, see the Implement Expenses.

• Existing customers

  You must opt in to enable Expenses Agent. You must complete enablement steps first, then configuration, security, and validation.