What is Expense Report Automation?

Expense Report Automation involves not only the way Expense Reports are created, but how they are reviewed, verified, and approved for reimbursement. For employees, automation of this process means less time spent gathering and entering expenditures, as well as uncertainty of when their reimbursement will come through. For Managers, it eliminates the hassle of having to verify totals, make corrections, and chase down additional information. For your Accounting Department, it eliminates the frustration of matching corresponding documents (e.g., POs, Receipts, and Invoices), as well as ensures that all submitted expense information is complete and correct – and ready for reimbursement.


Clear the Clutter

Use OCR technology to replace paper receipts and invoices required as proof of expenses.


Tighten Controls

Get Approvals to and from the right people with minimum effort, and maximum efficiency.


Improve Efficiency

Maintain accuracy throughout the process, and prevent the need for double-checking.


ERP Integration

Integrate with Dynamics GP, NAV, AX, NetSuite and more to correlate and extract data from any source.

Your Digital Transformation
Starts Now.

When done as a manual process, Expense Report submission and reimbursement is a necessary evil. However, once automated, it can be a breeze – completed quickly and effectively – from start to finish. Make it fast and easy for employees to provide accurate, complete information. Simplify the document matching process. Find a document or expense on demand without filing or shuffling papers to do it. All of this, and more, is achieved through customized Expense Report Automation.


Reduce Time and Errors

Submit receipts via Optical Character Recognition (OCR) directly into the system where information is then automatically, accurately, and completely captured.


Simplify Reconciliation

Expense Report Automation reduces receipt-hoarding by employees, and also alleviates the need for Accounting to shuffle through a hodge-podge of supporting documentation.


Worry-free Compliance

Set up business rules to make sure the right people are making the right decisions about expenditures: ensuring that expenses are appropriate and reimbursable – compliant!


Get Quality Design and Support

DocuPhase provides skillful and knowledgeable experts to design custom Expense Report Automation, as well as a highly skilled and dedicated support staff.



Avoid Hidden Costs

Ever considered the costs of Employee errors?

Statistics show that approximately 20% of Expense Reports contain errors that cost your organization both time and money:

  • Use OCR with DocuPhase Capture functionality to reduce errors in data input
  • Ensure policy enforcement and risk mitigation
  • Stop sacrificing staff time that’s better spent on more productive tasks

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Make It Easier

Thinking that there must be a better way?

Expense Automation maximizes efficiency for the employees submitting reimbursement requests, and for those processing them:

  • Streamline reconciliation and verification processes
  • Reduce time spent checking for errors and waiting for approvals
  • Expedite reports through integrations with existing ERP system (e.g., Great Plains, Acumatica, and NetSuite)

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See It All

Want to be able to see the trees, as well as the forest?

Use the robust DocuPhase Reports and Analytics offerings to see details, and how they form a bigger picture:

  • Evaluate and control company-wide spending
  • Understand spending patterns for better budgeting and forecasting
  • Identify areas for reducing costs (e.g., travel stats that help negotiate corporate discounts for hotels and car rentals)

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Let's simplify your business together.

Fill out the form to schedule a discovery call with one of our automation experts today! We can't wait to connect.

Do More with DocuPhase

Partnering with the accounting automation & document management experts at DocuPhase enables you to create organizational transformation. Discover how automation can help your team solve your most pressing process problems, while becoming more organized and consistent in your daily work.


What Our Users Say About


I love how easy it is to make changes to a process and how easy it is to work with the software.

Christy V. - Finance Manger

We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!

Chandra W. - President

The DocuPhase team are fantastic collaborators, as we look for solutions together. The DocuPhase software is very intuitive yet flexible to allow for customized solutions.

Michelle P. - Corporate Controller
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