Organize expense reports by employee and period for reimbursement workflowautomatically
Track expense reports per employee so you can streamline reimbursement and maintain accurate expense records.
No credit card • Rename in under 3 minutes
sample.pdf
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Date
2025-10-08
Receipt #
123-4567890-123
Issuer
Expense
Organize expense reports for streamlined reimbursement and audit compliance.
- Connect expense report folders or HR system exports.
- AI extracts employee names, periods, and approval status.
- Organize by submission status for approval workflow management.
Proof: 2.1k expense reports processed last month at 96.3% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
uber_trip.pdf
2025-10-08_Expense_Jordan-Uber_54-20.pdf
Example naming rule
Rename to 2025-10-08_expense_123-456789
Why teams adopt this workflow
Reimbursement ready: Organize expense reports by approval status for streamlined reimbursement processing.
Employee tracking: Maintain expense history by employee for policy compliance and trend analysis.
Audit compliance: Organize supporting receipts and documentation for audit and compliance requirements.
How it works
Expense reports auto-name to Employee_Period_Submitter_Approved.pdf with 96%+ accuracy, ready for reimbursement.
- Connect expense report folders or HR system exports.
- AI extracts employee names, periods, and approval status.
- Organize by submission status for approval workflow management.
FAQ
Can I handle different expense types and categories?
Yes. Configure rules for travel, meals, office supplies, and other expense categories.
Will it work with mobile expense apps?
Handles exports from mobile expense apps like Expensify, Concur, and Rydoo.
How do I track approval status?
Include approval status and approver information in filenames for workflow tracking.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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