Benefits

• Eliminate manual expense entry and receipt processing
• Reduce employee effort and reimbursement delays
• Enforce company expense policies automatically
• Improve expense accuracy and audit readiness
• Automate approvals and posting workflows
• Keep financial control and accounting inside Business Central
• Enable expense submission without requiring Business Central licenses

Features

Receipt Capture & Submission

• Submit receipts through dedicated Expense Agent web application
• Submit expenses by forwarding receipts to a monitored mailbox
• Upload receipt images and PDF documents
• Support for mobile and desktop expense submission
• Support for multiple receipt formats and layouts
• Process itemized receipts and travel documents automatically

AI Receipt Processing

• Automatic receipt extraction
• Automatic generation of expense records
• Background processing with status tracking
• AI-assisted review before submission

Intelligent Categorization & Itemization

• Automatic expense category assignment
• Automatic expense subcategory assignment
• AI-driven itemization of expenses
• Support for category-specific processing rules
• Category suggestions based on receipt content
• Automatic population of expense metadata

Mileage Expenses

• Create mileage expenses directly in a web app
• Enter start and destination points
• Automatic mileage calculation
• Route suggestions
• Fastest and alternative route selection
• Round-trip support
• Route evidence attachment for audit purposes

Per Diem Expenses

• Automatic extraction of itinerary details
• Calculation of travel allowance periods
• Policy and location driven per-diem calculation
• Different models of per-diem calculation

Expense Policy Compliance

• Automatic validation against company policies
• Soft warnings with user justification
• Hard validation blocks
• Policy-based reimbursement control
• Missing information detection
• Refundability checks
• Threshold and limit validation

Expense Reports

• Automatic creation of expense lines
• Automatic grouping into expense reports
• Monthly report consolidation
• Draft → Submitted → Approved lifecycle
• Expense report editing before submission
• Expense report tracking and status visibility

Approval & Workflow Automation

• Expense report submission workflows
• Approve or send back with comments
• Automated workflow orchestration
• Approval policy validation
• End-to-end audit traceability

Financial Integration

• Native Business Central integration
• Expense posting
• Employee reimbursement support
• Automatic creation of all applicable entries
• Support for project and task allocation
• Billable/non-billable expense support

Administration & Governance

• Centralized Expense Agent setup
• Shared mailbox configuration
• Consumption-based billing support
• Policy and rule management
• Review of agent processing activities
• Visibility into extracted vs. categorized data
• Full audit trail and user validation controls