Streamline Expense Claims from Receipt to Reimbursement
Automate expense capture, approvals, and reimbursements with our AI-powered platform. Save time, ensure compliance, and get a real-time view of your company's spending.
85%
Faster Processing
100%
Policy Compliance
99%
Fewer Errors
Expense Management Shouldn't Be This Hard
Tired of chasing receipts, manual data entry, and slow reimbursement cycles? There’s a smarter way.
Automated Reimbursement
Accelerate your reimbursement cycle with automated approvals and direct bank transfers.
AI-Powered Approvals
Our AI flags out-of-policy expenses, ensuring compliance and reducing manual review time.
Real-Time Tracking
Gain instant visibility into your team's spending with live dashboards and reports.
Capture Expenses in Seconds
Empower your team to submit expenses on the go. Snap a photo of a receipt, and our OCR technology will automatically extract the key details.
- Mobile receipt scanning
- Automated data extraction
- Email forwarding for digital invoices
- Categorization of common expenses
Group Expenses Into Claims
Employees can easily group multiple expenses into a single claim report for streamlined submission and approval.
- Drag-and-drop interface
- Attach multiple receipts
- Add descriptions and project codes
- Save drafts and submit later
Streamlined Approval Workflow
Managers can review and approve claims in a single click. Our system automates policy checks and flags any exceptions for review.
- Customizable approval chains
- One-click approvals from any device
- Real-time notifications for managers
- Automated policy enforcement
AI-Powered Receipt Matching
Our AI automatically matches receipts to corporate card transactions, saving hours of manual reconciliation work for your finance team.
- 99.5% match accuracy
- Handles multi-page receipts
- Flags potential duplicates
- Learns from your corrections
Track Payments & Export Reports
Get a clear view of all approved claims and their payment status. Export comprehensive reports for your accounting software in one click.
- Track reimbursement status
- Seamless sync with accounting software
- Detailed expense analytics
- Generate audit-ready reports
How It Works
From submitting a receipt to getting paid—it’s never been easier or faster.
Submit Receipt
Create Claim
Manager Approves
Finance Verifies
Get Paid
Built for Modern Finance Teams
Our platform gives you the control, visibility, and automation you need to build a world-class expense management process.
AI-Powered Processing
100% Policy Compliance
Real-Time Visibility
Advanced Analytics
ERP Integration
Audit Trail Ready
Multi-Level Approval
Perfect For Every Team
HelloBooks simplifies expense management for everyone involved, from the employee on the go to the CFO.
Happier Employees
Quick and easy expense submission means faster reimbursements and happier staff.
Empowered Managers
Approve claims on the go and get a clear view of your team's spending.
Efficient Finance Teams
Automate manual work, close books faster, and ensure compliance with less effort.
Streamline Your Complex Financial Operations with AI Precision
Tired of manual bookkeeping? Let our AI agent handle the heavy lifting. From transaction categorization to real-time financial reporting, we have you covered. Join thousands of businesses simplifying their finances with HelloBooks.ai.
Get Started Now