Streamline expense submissions, policy checks, and ERP reimbursement workflows.
Reduces errors and saves time. The Omni AI Expense Agent is an intelligent solution
designed to automate and simplify your entire expense reporting process. It eliminates the
hassle of manual data entry for both your employees and your finance team. By leveraging
powerful AI, our agent turns a tedious tasks of expense receipts into a quick, effortless workflow and summarized Expense report including Entity, GL, Cost center mapping, ready to be
uploaded into ERPs ensuring accuracy and speeding up employee reimbursements.

Say goodbye to lost receipts, manual categorization, and endless follow-ups. With the Omni AI Expense Agent, managing business travel and other expenses has never been smarter or more efficient.

Key Features
Effortless Mobile & Web Capture: Employees can simply snap a picture of a receipt using their smartphone or upload an image from their computer. The agent is built to handle multiple image formats, including JPEG, PNG, and PDF, from anywhere in the world.

Intelligent Receipt Data Extraction: At the core of our agent is an advanced AI model trained to read and understand receipt images. It instantly identifies and extracts all critical information, including:
 
Vendor Name
Expense Category
Transaction Date
Total Amount
Taxes and Tips
Currency

Automated Expense Categorization: Based on pre-defined mapping and company parameters, the agent automatically categorizes each expense (e.g., Travel, Meals, Cab etc.).
This ensures compliance with corporate policies and eliminates manual classification errors.

Seamless ERP Integration: Once the data is extracted and categorized, the Omni agent seamlessly updates your expense template and securely uploads the information directly into your chosen ERP or expense management system, such as SAP Concur, Oracle, or Microsoft Dynamics. This integration ensures a fast and accurate transfer of expense data from the field to your system of record.

Smart Exception Handling & Reporting: The agent is designed to flag discrepancies and potential policy violations. Any expenses that fall outside of predefined rules (e.g., missing information, high-value transactions, or non-compliant spending) are logged and reported in a clear dashboard, giving your finance team the ability to review and approve with confidence.

How It Works: Your Employee-to-ERP Workflow
Capture: An employee takes a photo of a receipt with their smartphone or uploads it to the
web portal or shared Drive.

AI Conversion: The Omni AI agent instantly extracts all relevant data from the receipt and converts it into structured text based on manual trigger or on schedule

Automatic Filling: The extracted data automatically populates the correct fields in the
expense template, categorizing the expense based on your company’s rules and mapping of GL, Cost Center and Legal Entity. Human in the loop of assessment and review.

Secure Upload: The complete and compliant expense entry is automatically uploaded to your ERP or expense management system.

Review & Reimburse: The finance team receives a clean, categorized expense report ready for a quick review and fast reimbursement.

Who Is This For?
Finance and Accounting Departments

Business travelers and field employees

Any company looking to eliminate the administrative burden of expense reporting.

System Requirements
Access to a web portal for employees to upload receipts or Company's Shared Drive/Portal will be enabled

SAP Concur or another compatible ERP system.

Stable internet connection.
25 hours of Consulting/Deployment support included in every Purchase.
Pricing per Agent Per Month per Shift

Disclaimer: The Omni AI Expense Agent is a tool to automate data entry and streamline the expense process. A final review of expenses by a human is always recommended for compliance and accuracy.