Expense Approval Workflow
Automated expense submission, policy check, and multi-level approval routing.
What needed
solving
Employees submitted expense reports by email; finance teams manually checked against policy and chased approvers. Reimbursement took 3+ days and compliance was inconsistently enforced.
The automation steps
Expense report submitted via mobile app or web form
Policy check run automatically; out-of-policy items flagged and noted
Routed to correct approver based on amount and department; reminder loop active
Approved expenses auto-synced to Xero; employee notified of outcome
How the workflow runs
Each step fires automatically. Click "Simulate run" to see the sequence.
Click "Simulate run" to see the automation sequence step by step.
The numbers
Concrete, measurable outcomes delivered in production.
From brief to production
Discovery & scoping
We map the problem, understand the existing stack, and write a fixed-price proposal. No surprises.
1–3 DAYSBuild & weekly demos
You see working software every week. Feedback is incorporated immediately — not at the end.
2–4 WEEKSTesting & QA
Every integration is stress-tested before go-live. Edge cases handled, fallbacks in place.
3–5 DAYSGo live & handover
Full documentation, team training, monitoring setup, and 30-day post-launch support.
1 WEEKYou might also need
Build this for my business
Book a free 30-minute call. We'll scope your automation and tell you exactly what it would cost.