Less chasing
Ask for missing details while the purchase is still fresh.
ACCOUNTING AUTOMATION
Expense & Receipt Automation
Receipts in. Chasing down.
Give employees a simpler way to submit receipts and finance teams a clearer way to review them. Connect document capture, required fields, policy checks, and approval routing around the way your business spends.
THE PRACTICAL IDEA
How do you make expense reviews easier?
Employees submit a receipt through an agreed channel. The workflow proposes details, asks for missing business context, and routes the expense using your written policy. Reviewers see the original evidence and exceptions together before approving an export or reimbursement handoff.
MORE ROOM FOR YOUR BUSINESS
Give routine work a better process.
A consistent review
Use the same required fields and approval paths across the team.
Cleaner supporting records
Keep receipts attached to the expenses they explain.
SEE THE WORK MOVE
Turn a phone receipt into an organized expense.
Follow an example from manual coordination to a connected process, with your team at the approval point.
BEFORE · MANUAL COORDINATION
Phone receiptWaiting in inbox
Missing purposeNeeds a manual check
Manager messageWho owns this?
Separate files. Repeated entry. More chasing.
AFTER · A CONNECTED WORKFLOW
RECEIPT CAPTUREUSD 48.00City Travel
✦Prepare
ILLUSTRATIVE DATA
Expense preview
✓City Travel · USD 48.00
✓Purpose · client visit
✓Manager approved · ready to export
✓ Human review
An employee has a receipt but no expense record.
Merchant, date, and total are prepared for review.
Missing business purpose is requested and added.
The manager approves the documented expense.
Illustrative demo with fictional records. No messages, payments, or accounting entries are sent. Your rules, integrations, and approval steps are configured during implementation.
A PRACTICAL COMPARISON
Less chasing. Clearer responsibility.
| Task | Manual coordination | With Automate Planet |
|---|---|---|
| Capture the receipt | Documents collected across separate inboxes | Accept files through an approved upload or inbox. |
| Complete the record | Details copied and checked individually | Propose date, merchant, amount, and currency; request missing context. |
| Apply your policy | Questions and approvals followed up manually | Flag missing evidence or out-of-policy items for a reviewer. |
| Approve the handoff | Status and handoffs assembled by staff | Prepare the approved record for your accounting or reimbursement workflow. |
WHAT YOUR DEPLOYMENT INCLUDES
Configured around your books and your people.
- Receipt capture workflow
- Required-field validation
- Expense-policy review rules
- Manager approval routing
- Approved expense export
HOW YOU WILL SEE THE DIFFERENCE
Make progress visible.
Agree a starting point, run a focused pilot, and review actual results with your team. No fixed time savings or financial outcomes are promised.
Missing receipts per reporting period
Time to an approved expense
Expense records returned for correction
RECORDS THAT SUPPORT THE WORK
Keep the evidence behind each entry.
The IRS describes invoices, receipts, and other supporting documents as the basis for entries in business books. That is why our workflow design keeps source records connected to the review process.
Read IRS recordkeeping guidance →Guidance reviewed October 18, 2026. This supports recordkeeping practices, not a claim that AI guarantees accuracy or savings.
COMMON QUESTIONS
Answers before you decide.
Does the system decide what is tax deductible?
No. It organizes evidence and applies your approved expense workflow. Tax treatment remains with your qualified adviser.
Can it support multiple currencies?
We can scope original-currency capture and your approved exchange-rate source. Currency handling and accounting treatment must be confirmed with your finance team.
Does it automatically reimburse employees?
It prepares approved records for the agreed reimbursement process. Authorized staff retain control over payments.
Can you connect our current tools?
We assess supported APIs, exports, permissions, and record quality during discovery. Connections and write access are confirmed before implementation; a software brand name alone does not guarantee compatibility.
How do we get started?
Book a consultation to choose one high-volume task, review your current process, and agree the scope, approval owners, and success measures. We provide a proposal for the agreed implementation scope.
CONNECTED ACCOUNTING SERVICES
Start with the work that slows you down.
ACCOUNTINGAutomate AccountingLess busywork. A clearer picture.Explore service →ACCOUNTINGBookkeeping AutomationLess retyping. More ready-to-review records.Explore service →ACCOUNTINGInvoicing & Accounts ReceivableSend on time. Follow up with care.Explore service →ACCOUNTINGAccounts Payable AutomationA clearer path from bill to approval.Explore service →ACCOUNTINGFinancial Reporting & Close WorkflowsLess report assembly. More useful conversations.Explore service →
Let’s give your finance team time back.
Book a workflow consultationLET’S PUT AI TO WORK
Your next chapter.
Starts here.
Tell us what you want to make easier. We’ll help connect the right people, processes, and AI.
Make time for what’s next.
A one-hour consultation to explore your goals, workflows, and opportunities.
YOUR SERVICE PACKAGE
Expense & Receipt Automation Essentials
What you get
- One expense-intake workflow for up to 20 submitters
- Up to 200 receipts per month
- Required fields, written-policy checks and manager approval
- One export destination and one hour of monthly refinement
Includes discovery, configuration, testing, onboarding and the ongoing support listed here. Your team approves content, access and financial actions.
USD. Standard scope for one business. Additional usage or work requires your agreement before activation. Paid ads, third-party subscriptions, transaction fees, bespoke integrations and services not listed are excluded. We confirm compatibility before configuration; if the stated scope cannot be delivered, we offer an agreed alternative or refund for undelivered work. No guaranteed financial, search or citation results.