AI-powered automation transforms expense reimbursement for leading retailer

Is your expense reimbursement process holding you back?

You are not alone.

Our customer, a leading retailer, struggled with outdated, inefficient processes until we implemented an automation solution.

Previously, the retailer was processing reimbursements through email-based approvals and manual document processing.

However, these practices were extremely slow, highly error-prone, and put our customer at compliance risks.

The foremost challenge with the traditional processes was the lack of visibility. Request creation and approvals would happen via emails, which was hard to track. Employees wouldn’t know the status of their requests, approvers couldn’t see the pending requests, and the finance team couldn’t view the approved requests.

Employees would spend their productive time writing emails to initiate requests or approve requests. The finance team would manually compile data from submitted documents and enter data from approved requests into their financial system. The finance team was losing valuable time due to the redundant tasks. Human errors in the process would pose more risks to the team.

Manually calculating mileage reimbursement was another key challenge for the finance team. They had to validate the travel details and factor in employee role and other considerations while calculating mileage reimbursement.

From our interactions with many enterprise customers across industries, we understood that manual processes are the root cause of many critical operational challenges.

Are you too facing similar challenges?

If yes, you wouldn’t want to miss this case study.

You will explore in detail the challenges our customer faced and the impact they had on their bottom lines.

This case study will also give you a detailed account of our solution and help you discover possibilities with rapid development and AI technologies to transform any business process, not just expense reimbursement.