What this covers
End-of-month expense reporting often means someone in finance spending a day aggregating spreadsheets from different sources, reformatting columns, and trying to reconcile figures that do not quite match. That process is repeatable, which means it can be automated.
We connect your expense data sources, including your expense platform, corporate card feeds, and AP system, into a central reporting layer. From there, we build scheduled reports and an analytics dashboard showing spend by department, category, project code, and time period. The reports run automatically and land in the right inboxes without manual triggering.
The dashboard is built in a tool your team already has access to, typically Power BI, Looker Studio, or Tableau, so there is no new software to license. We also set up variance alerts so that unusual spend spikes are surfaced automatically rather than discovered during month-end review.
Session programme
Delivery Scope
- Data source mapping - Identifying all expense data inputs and their formats, including API availability and export options.
- Data pipeline build - Creating automated data pulls from each source into a unified dataset on a defined schedule.
- Dashboard design and build - Developing views for finance leadership, department heads, and operations teams with appropriate data access per role.
- Scheduled report configuration - Setting up weekly and monthly report delivery with your preferred format and distribution list.
- Variance alert setup - Defining thresholds for spend alerts and configuring notification routing.
- Documentation and training - Showing your finance team how to modify reports and add new dimensions as reporting needs evolve.