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ABOUT IDOCUMENTS EXPENSE MANAGEMENT
Automate Expense Claim Processing
Ready to
Integrate
Integrate
Powerful OCR, AI
and ML
and ML
Flexible Reporting
Mobile-Friendly
Smart
Search
Search
International
Coverage
Coverage
Audit
Trails
Trails
Cloud-Based
Ready to
Integrate
Powerful OCR, AI
and ML
Flexible Reporting
Mobile-Friendly
Smart
Search
International
Coverage
Audit
Trails
Cloud-Based
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
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 Expense Management to best support your business.
- Customize dashboards to get 24/7 access to the information that matters most to you
- Create condition-based workflows, alerts, and more to best align with your processes, policies, and systems
- Configure approval workflows and notifications to engage decision-makers at the right points in the claims process
