iDocuments Expense Management

Ready to
Integrate

Powerful OCR, AI
and ML

Flexible Reporting

Mobile-Friendly

Smart
Search

International
Coverage

Audit
Trails

Cloud-Based

Ready to
Integrate

Integrate seamlessly with a broad range of ERP and accounting systems including SAP Business One, Sage, Microsoft Dynamics, Exchequer, Infor SunSystems, and more
Validate mileage, simplify calculations, and prevent fraudulent expense claims with Google Map integration

Download the Solution Brief

Powerful OCR, AI
and ML

Leverage the powerful OCR, artificial intelligence (AI), and machine learning (ML) to improve processing speed and achieve greater accuracy

Download the Solution Brief

Flexible Reporting

Analyze business performance and audit transactions with out-of-the-box or custom reports
Create subscription reports to monitor KPI performance and audit compliance with expense policies
Create an audit trail by tracking and documenting every workflow

Download the Solution Brief

Mobile-Friendly

With an app for Android and iOS, you can take care of business from anywhere, anytime

Download the Solution Brief

Smart
Search

Rich search functionality helps you locate the information you need quickly

Download the Solution Brief

International
Coverage

Support multiple entities, languages, and currencies with international coverage so you can conduct business globally

Download the Solution Brief

Audit
Trails

Track and document the history and current status of every workflow

Download the Solution Brief

Cloud-Based

Get up and running fast with an intuitive, cloud-based interface that is hosted on AWS Cloud

Download the Solution Brief

SAVE TIME

Improve Operational Efficiency

Streamline and accelerate the expense management process from submission to payment and eliminate inefficient spreadsheet calculations and paper receipts.

Transform hours of tedious, repetitive tasks into smart, rule-based workflows
Electronically capture receipts at the line-item level and reconcile them with expenses
Code and post expenses to other systems automatically

Improve Operational Efficiency with iDocuments

DRIVE COMPLIANCE

Reduce Expense Spending

Keep spending and policy compliance in check by identifying non-compliant expense entries, per diems, and fraudulent claims.

Apply subsistence, mileage, and tax rules to new claims (e.g., per diem meal allowances)
Implement condition-based approval workflows by manager, expense threshold, expense type, and more
Integrate with Google Maps to validate mileage, simplify calculations, and prevent fraudulent expense claims

MAKE EXPENSES EASY

Simple and Intuitive

Your teams have enough to do, so why not make the expense process easy for them to manage?

Manage expenses from a web browser or the intuitive mobile app, including capture and upload receipts, submit new claims, track claim status, and approve expenses
Electronically route expense claims to the correct approver for authorization
Use Smart search to locate the information you need quickly

EASY & FLEXIBLE

Configured for You

Customize iDocuments to best support your business.

Create condition-based workflows, alerts, and more to best align with your processes, policies, and systems
Configure approval workflows and alerts to engage decision-makers at the right points in the P2P process
Customize dashboards to get 24/7 access to the information that matters most to you