What this covers
Most finance teams spend more time chasing receipts and correcting data entry errors than they realize. An audit of your expense process gives you a clear picture of where the bottlenecks actually sit, rather than where you assume they do.
During this service, we map your full expense cycle from submission to reimbursement, flagging steps that are duplicated, delayed, or dependent on individual memory. We look at your current tools, approval chains, and policy compliance rates. The output is a structured report with specific findings, not a generic checklist.
You will come away knowing which parts of your process are automation-ready, which need policy fixes first, and what a realistic implementation sequence looks like. This assessment is useful whether you are evaluating software options or trying to justify an internal change to leadership.
The report covers process gaps, tool compatibility, and a prioritized list of next steps based on effort versus impact.
Session programme
What the Assessment Covers
- Current state mapping - We document your existing submission, approval, and reimbursement flow in detail.
- Pain point analysis - Interviews with finance staff and managers to surface real friction points.
- Tool and system review - Evaluation of your existing software, ERP connections, and data export formats.
- Policy and compliance check - Review of your expense policy against actual submission behavior.
- Automation feasibility report - Ranked list of automation opportunities with estimated effort and expected outcome for each.