FINANCE

Expense Management Agents that sort receipts and enforce policy automatically.

We build and run expense management agents around your workflow. Rent the ready-made version and go live within hours, or get a custom build live in 5 business days.

Department
Finance
Time to live
Hours to 5 days
Managed
For life
LiveExpense Management AgentsField services team · example
Ledger
InvoiceVendorAmountDuePOFiled
LedgerMatched
  1. ReceiptPhoto of a fuel receipt from a technician
  2. ReadingMerchant, amount and category read from the photo
  3. PolicyOver the daily limit. Flagged for the manager
  4. FiledThe rest of the week's receipts filed
WHAT IT DOES

Built to handle the whole job

  • Read receipts and statements
  • Categorize spend
  • Flag policy breaks
  • Route for approval
  • Sync to accounting
  • Report on spend
HOW IT WORKS
  1. Tell us the task and share access to the tools it needs.
  2. We map your process and build the agent to match.
  3. It goes live in 5 business days, and we manage it for life.
24/7
always on
Hours
to rent and go live
4.9/5
rating
Lifetime
support
BY INDUSTRY

Expense Management Agents for your industry

CUSTOM

Built on your workflow

Built around your process and your stack. Live in 5 business days and managed for life.

Book a meeting with us now
READY MADE

Rent one today

Start a monthly plan and have it live within hours, backed by a 30-day money-back guarantee.

Get the agent now
RELATED AGENTS

What teams say

★★★★★
“If you're on the fence, book the call. We were live within the week, and invoice processing time dropped by about 80%. My only regret is that we waited a year to do it.”
BookkeeperPittsburgh Wholesale Distributor
★★★★★
“We haven't paid a late fee since. That's the headline. What won my team over is how the expense management agent handles the odd cases: it hands them to a person with full notes instead of guessing.”
Finance ManagerSeattle Accounting Firm
★★★★★
“We tried building this ourselves and gave up after three months. They had the expense management agent running inside our own tools in days. Since then month-end close went from 8 days to 3, and any change we ask for is done that week.”
ControllerCharlotte Construction Company