Internal Workflow

Submit, review, and export expense reports without the spreadsheet chaos.

Employees, contractors and vendors can generate expense reports while managing their itemized receipts. When done, a finance-ready PDF is exported and stays regeneratable if a report changes.

Built-in workflow

  • Email/password auth with approval gating
  • Profile capture for BILL.com-ready payee information
  • Draft and finalized expense report lifecycle
  • Receipt upload normalization for JPEG, HEIC/HEIF, and PDF
  • Single downloadable PDF with receipt appendix