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ER

Expense Report Processing

The bot gets the expense report data, validates it, and enters it into the Accounting/ERP system.

Industry:

Finance/Accounting

All Industries

Function:

Accounts Payable

Steps

  1. Get expense report data from either email, web portal or other source.
  2. Validate expense report data against predefined mapping file if applicable.
  3. If the expense report data does not meet validation criteria, send to approver.
  4. If the expense report data meets the validation criteria, enter expense into Accounting/ERP system.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books

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