Reduce admin, ensure compliance, and streamline expense approvals with an AI-powered agent integrated into SAP Concur.
Agent name:
Travel and Expenses Agent
Industry:
Universal
Type of agent:
Task-based / autonomous
Built with:
Copilot Studio
Integrations:
SAP Concur
Challenge
Managing travel and expense processes at scale can be resource-intensive. Employees often spend time manually submitting receipts or navigating complex policy documents, while on the other side finance teams are left verifying entries, identifying policy breaches, and following up on errors.
Without automation, organisations risk compliance gaps, financial inaccuracies, and increased administrative overhead, especially across global teams or high-travel roles.
Solution
The Travel & Expenses Agent automates expense tracking and policy compliance by integrating with SAP Concur. It proactively notifies employees of travel policies, automatically verifies receipts, and flags discrepancies before submission.
For finance teams, it streamlines approvals by escalating flagged expenses, ensuring compliance, and reducing manual review time.
The Travel & Expenses Agent is designed to streamline expense management and strengthen policy compliance, without adding extra steps for your people.
Built with Copilot Studio and integrated with SAP Concur, the agent automates key touchpoints across the expense lifecycle:
- Before travel, the agent will detect bookings in SAP Concur and proactively notifies employees of relevant travel and expense policies.
- Upon submission, the agent verifies receipts against booking details and policy rules as soon as they’re uploaded.
- The agent will flags inconsistencies and alerts employees to resolve them. If unresolved, escalates directly to finance/HR for review.
- Finance/HR teams can approve, request changes, or reject flagged claims, while the agent manages communications and updates the expense record.
- This approach reduces the need for manual checks and supports consistent policy enforcement across the organisation.
Expected value
By automating expense management, the agent saves time for employees and finance teams, reduces errors, and ensures policy compliance. This solution integrates directly with existing workflows, eliminating manual reconciliation and improving accuracy and efficiency in travel expense management.
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