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Expense Reimbursement Assistant

Simplify Expense Claims and Approvals with Conversational AI

Automate employee expense filing, validation, and approvals through an AI-powered chatbot ensuring faster reimbursements and policy compliance.

Finance & Operations Category
Kriatix Creator
47 Pages
267 Downloads
English Language

The Expense Reimbursement Assistant by Kriatix enables employees to submit expenses and receipts via chat, email, or mobile with instant policy validation.It auto-categorizes expenses, verifies supporting documents, and forwards claims for approval eliminating paper trails and manual review bottlenecks.
With real-time tracking, policy checks, and automated approvals, it improves employee satisfaction while ensuring financial compliance.

🔹 Submit, verify, and approve expenses instantly
🔹 Eliminate manual data entry and receipt management
🔹 Ensure compliance with organizational expense policies

What Is the Expense Reimbursement Assistant?

The Expense Reimbursement Assistant is a conversational finance automation bot that handles end-to-end expense management. Employees simply upload receipts or forward expense details via chat, and the system validates entries against predefined rules. It detects duplicates, enforces limits, and routes requests automatically for approval, making the reimbursement process effortless, compliant, and transparent.

Who Is It For?

Role How They Benefit
Employees Submit expenses quickly with real-time validation
Finance Teams Automate verification and policy checks
Managers/Approvers Approve or reject claims instantly via mobile
CFOs/Controllers Get visibility into expense patterns and anomalies
Auditors Access complete digital trails for every reimbursement

Key Features

  • AI-based expense categorization and duplicate detection
  • OCR-enabled receipt reading and validation
  • Automated approval workflow with policy enforcement
  • Real-time expense tracking and dashboards
  • Integration with payroll and accounting systems
  • Multi-currency and tax compliance support

Benefits

  • Reduce reimbursement cycle time by 60–70%.
  • Eliminate fraud and duplicate claims
  • Ensure accurate and policy-compliant payouts
  • Improve transparency for employees and finance teams
  • Create a paperless, audit-ready expense process

How It Works

  1. Connect HRMS, payroll, or accounting system.

  2. Employees upload or chat expense details with receipts.

  3. AI verifies and auto-categorizes expenses.

  4. Approved claims sync automatically to payroll or bank disbursement systems.

Add-ons & Integrations

  • Finance Tools: SAP Concur, Zoho Books, RazorpayX, QuickBooks
  • Chat Platforms: Slack, MS Teams, WhatsApp
  • HRMS: Zoho People, Darwinbox, BambooHR

Deployment & Access

    • Web, mobile, or chat-based interface
    • Cloud-hosted SaaS platform
    • Custom rules and multi-level approval hierarchies

 

What Our Partners Are Saying

Frequently Asked Questions

1. How does the bot verify expenses?

It reads receipts using OCR, cross-checks with expense policies, and flags duplicates or out-of-policy claims.

2. Does it support different currencies?

Yes. It automatically converts and validates expenses in multiple currencies.

3. Can it integrate with payroll systems?

Yes. Approved expenses can automatically sync to payroll or banking systems for disbursement.

4. Can managers approve via chat?

Absolutely. Managers receive automated prompts and can approve or reject requests directly

5. Does it provide reports for auditors?

Yes. Every claim includes a digital trail, approval timestamps, and policy compliance logs.

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