Corporate Finance and CompliancePurpose
1.2. Ensure policy compliance, timely reporting, transparency, accurate records for audits, and integration with accounting systems.
1.3. Streamline multi-level approval, reduce manual entry, mitigate fraud, and hasten reimbursements to maintain employee satisfaction and regulatory alignment.
1.4. Support custom routing (e.g., flight crew, engineering, maintenance), foreign currency handling, tax compliance, and integration with HRMS and financial analytics.
Trigger Conditions
2.2. New receipt or transaction uploaded to an expense system.
2.3. Email with attached or embedded expense data detected in a dedicated mailbox.
2.4. Credit card charge synced from the corporate card provider.
2.5. Periodic batch import from ERP or payroll triggers reporting flow.
2.6. Policy threshold breached, triggering a review.
Platform Variants
• Function: Expense report submission API — Configure OAuth2, map POST expense data; trigger webhook on new submission.
3.2. Expensify
• Function: “Export to accounting” API — Set up policy group routing and webhook on report approval.
3.3. QuickBooks Online
• Function: “CreateExpense” API — Map expense objects to vendor and category, automate record creation.
3.4. NetSuite
• Function: “expenseReport.create” via REST — Synchronize employee ID and project code fields.
3.5. Microsoft Power Automate
• Connector: “Get new email With attachments” in Outlook; flow triggers extraction and parsing.
3.6. Google Workspace
• Apps Script: Watch Gmail for incoming receipts, parse and forward JSON to finance handler.
3.7. Slack
• Bot/Workflow: “slash command” for expense intake, workflow triggers approval manager DM.
3.8. DocuSign
• Feature: “Bulk Send” with template for digital expense approvals, webhook for signed status.
3.9. Xero
• Endpoint: “Receipts API” — Auto-matching bank feed with expenses, trigger webhook on match.
3.10. Oracle Fusion Cloud
• REST API: “Submit Expense Report” function, with event subscription to workflow status change.
3.11. Stripe
• Function: “Retrieve balance transaction” API — Sync payout or reimbursement transaction to ledger.
3.12. Zoho Expense
• Feature: “Auto-scan email receipts,” webhook to start review and export flow.
3.13. Trello
• Power-Up: “Card custom fields” for expense items, with rule that moves cards to "Awaiting Approval" on update.
3.14. Jira
• Webhook: “Issue created” on expense submission, transition triggered for approvals.
3.15. Salesforce
• Object/Workflow: “Expense__c” custom object, flow triggers approval request on record creation.
3.16. FreshBooks
• Endpoint: “Expenses” API — POST expenses, get approval status, sync with project budgets.
3.17. Workday
• Web Service: “SubmitExpenseReport” — Feed employee data, integrate approval workflow using event connectors.
3.18. SAP S/4HANA
• API: “Create Expense Report” — Automatic population of GL account and cost center, webhook on report submission.
3.19. Dropbox
• Event: “File uploaded to Expenses folder” — Parse attachment data for flow initiation.
3.20. Azure Logic Apps
• Connector: “When a file is added to OneDrive” — Launch parsing and notification logic; push to approval flow.
3.21. PayPal
• Webhook: “Payment Sent” — Match outgoing reimbursements to submitted expense reports by transaction ID.
3.22. ADP
• API: “Employee Profile Read” to enrich expense data with department and role during routing.
3.23. BambooHR
• Endpoint: “Get Employee” — Pull manager and team info for approval chain configuration.
3.24. ServiceNow
• Workflow: “Approval Request” module for finance/HR case opening and tracking.
3.25. OneDrive
• Event: “File created” in shared folder, parse and push content to accounting workflow.
Benefits
4.2. Strengthens policy adherence and regulatory compliance across business units.
4.3. Provides audit trails, enabling rapid data retrieval for internal and external audits.
4.4. Drives cost savings, boosts morale, and increases spend transparency.
4.5. Enables integration with HR, payroll, and ERP—centralizing financial operations.