Finance and Payment Processing AutomationsPurpose
1.2. Eliminate manual data entry by collecting receipts, categorizing spend, and validating expense policy compliance.
1.3. Automate multi-level approval routing, ensuring the right finance, management, or compliance stakeholder signs off.
1.4. Integrate expense outcomes into ERP or accounting systems for real-time financial tracking and regulatory documentation.
Trigger Conditions
2.2. Uploaded receipt or PDF attachment via email/mobile app.
2.3. Expense report modification or supporting evidence update.
2.4. Scheduled batch submission (e.g., monthly closing).
Platform Variants
3.1. SAP Concur
- Feature: ‘Expense Report Create’ API—configure for report intake.
- Approvals: ‘Expense Report Approval’ workflow—policy-based routing.
3.2. Expensify
- API: ‘Create Expense’ endpoint—auto-capture and submit employee expenses.
- Function: Approval rules configured per department/manager.
3.3. QuickBooks Online
- Endpoint: ‘Create Purchase’—log expenses via REST API.
- Integration: ‘Send Approval Notification’ event trigger for reviewer alerts.
3.4. Xero
- API: ‘POST /expenseclaims’—submit claim records.
- Webhook: ‘Expense Claim Submitted’—trigger approval pipeline.
3.5. NetSuite
- SuiteTalk: ‘add’ for Expense Report object—automate entry.
- Workflow: Custom approval routing via SuiteFlow.
3.6. Zoho Expense
- API: ‘Submit Expense Report’—employee-direct submission.
- Automation: Approval matrix configuration in ‘Workflow Rules’.
3.7. Microsoft Power Automate
- Trigger: ‘Form Submission’ from SharePoint or Forms.
- Action: ‘Start and wait for approval’ step.
3.8. Google Workspace
- App Script: incoming ‘Google Form’—log to Sheets and notify reviewer via Gmail API.
- Sheets Integration: Conditional logic for automated escalation.
3.9. Slack
- Workflow Builder: ‘Expense Submission’ with form input.
- App: Slack Approvals—route to finance channel for review.
3.10. Oracle Fusion Cloud
- REST API: ‘ExpenseReports’—create and update expense submission.
- Approval Flow: Configure BPM-based approval tasks.
3.11. Salesforce
- Flow: Custom object ‘Expense Report’—auto-create and assign tasks using ‘Process Builder’.
- Notification: Chatter or email alert to approver.
3.12. Workday
- API: ‘Submit Expense Report’—map employee and departmental data.
- Business Process: Chain approvals by region or spend type.
3.13. ServiceNow
- Catalog Item: ‘Submit Expense’—form input triggers approval workflow.
- Integration: Connect with finance ticketing via REST API.
3.14. BambooHR
- Webhook: ‘New Expense Report’ trigger.
- Task: Manager assigned as approver via workflow settings.
3.15. FreshBooks
- API: ‘Expense Endpoint’—submit and categorize.
- Approval: Notification via ‘Automated Reminders’ to finance.
3.16. Trello
- Power-Up: Custom forms to add expense card.
- Automation: Card assigned to reviewer via Butler automation.
3.17. Monday.com
- Automation: ‘When form submitted, assign to’ manager.
- Integration: Connect to finance email for batch export.
3.18. Jira
- Issue Type: ‘Expense Report’—custom workflow with required approvals.
- Webhook: Notify and transition upon approval.
3.19. SAGE Intacct
- API: ‘create_expensereport’—employee uploads processed electronically.
- Workflow: Multi-step manager, finance, compliance approval routing.
3.20. Payhawk
- Endpoint: ‘Expense Submission’ via mobile capture.
- Automation: Policy rules and approvals by spend category.
Benefits
4.2. Ensures policy compliance and audit-readiness for beverage wholesaling.
4.3. Enables mobile and remote submissions with real-time approvals.
4.4. Integrates directly with accounting, ERP, and payroll systems.
4.5. Provides instant notifications, status tracking, and historical reporting.
4.6. Improves visibility into category spend and accelerates reimbursement cycles.
4.7. Customizable escalations prevent bottlenecks and late approval risks.