Benefits & Reimbursement
Digital Worker
What this Digital Worker does:
The Benefits & Reimbursement Digital Worker streamlines the entire expense reimbursement process, from submission to approval, by connecting data, policies, and people. It automates intake, policy validation, and decision capture through email, chat, and enterprise systems, ensuring every claim is processed accurately and on time.
By turning fragmented manual effort into a transparent, governed flow, it helps HR and Finance reduce delays, improve compliance, and enhance employee satisfaction.
Faster Reimbursement: Automates claim validation and approvals, cutting manual review effort and reducing reimbursement cycle times while maintaining full traceability.
Improved Compliance: Applies policy rules and thresholds consistently, automatically flagging exceptions and ensuring every expense is assessed against approved guidelines.
Better Employee Experience: Delivers real-time updates and clarifications through familiar tools like email and Slack, reducing friction and uncertainty for claim submitters.
The Problems This Digital Worker Solves
Disconnected Tools
Data scattered across emails, PDFs, and systems forces teams to chase information instead of focusing on review and oversight.
Manual Processes
Spreadsheet-based checks and approvals create bottlenecks, inconsistent outcomes, and rising error rates as claim volumes increase.
Limited Visibility
Inconsistent policy application and delayed insights make it difficult to detect out-of-policy spend or prevent exceptions early.
The Technical Make-Up
This Digital Worker is a multi-agentic system, with pioneering technology built in, and tailored specifically to your organization's guardrails, outcomes, and objectives.
The Multi-Agent Workflow:
Detects and extracts receipts, invoices, and expense reports from emails, support tickets, or uploads in real time.
Integrations:
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HR and finance systems (e.g., Workday, SAP, Oracle)
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Email and collaboration platforms (e.g., Outlook, Slack, Teams)
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Document storage and OCR tools
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Policy and knowledge repositories
What It Replaces & Reduces:
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Spreadsheet-based expense validation
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Manual policy interpretation and exception tracking
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Email chains for clarifications and approvals
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Delayed reporting and incomplete audit trails