Gen AI & Agentic Systems
Robotic Process Automation
Intelligent Document Processing
Accelerating Expense Claim Processing with Generative AI
A multinational organization modernized its expense claim operations by integrating Generative AI into its finance workflows - enabling faster claim reviews, fewer errors, improved compliance and reduced staff workload.
Challenge
Expense claims arrived in various formats and included a wide range of supporting documents such as receipts, itineraries, and approval forms. Manual validation against company policies was time-consuming, error-prone, and often led to inconsistent outcomes or back-and-forth clarifications with employees.
Solution
We implemented a Generative AI-powered solution to streamline the processing of employee expense claims. AI models extract and structure information from receipts and supporting documents, interpret free-text justifications, and apply company policies to highlight missing data or exceptions. Rather than auto-approving claims, the AI assists finance teams by presenting summarized claim details with contextual insights for human review. Automation handles status updates, approvals, and notifications - accelerating turnaround time while maintaining control and compliance.
Impact
Reduced Processing Time and Manual Effort
Automation of document extraction, validation, and summarization sped up claim reviews and minimized repetitive data entry for finance teams.
Improved Accuracy and Policy Compliance
AI applied consistent checks against company policies, reducing human errors and helping flag out-of-policy claims for quick action.
Better Employee Experience
Employees experienced faster claim resolutions, fewer follow-up queries, and greater transparency into the claim approval process.
Accelerating Expense Claim Processing with Generative AI
Industry
All Industries, Finance
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