Operate arc · Source to Pay

ERICATravel & Expense Compliance digital coworker

To turn a receipt into a correctly coded, policy-checked and approval-ready claim. OCR reads receipts; ERICA reads the policy.

Book a meeting Back to Agent Marketplace

Travel & Expense Compliance · Source to Pay

ERICA

PXN-S2P-005

Expense Reimbursement Intelligent Compliance Agent

Reports to: Finance leader
Runs in: ERP · Finance
Measured on: Policy coverage before reimbursement

Authorised · Logged · Reversible

When was an expense claim last checked against your whole policy?

Every line was checked against the whole policy before reimbursement, and the exception was explained to the claimant, not discovered by an auditor.

Business outcomes

The exception explained to the claimant before it reaches an approver, rather than discovered by an auditor months later
The audit sample and the audit population become the same thing, because every line carries its policy determination and the rule cited
Approver time returned, the check has already happened, with the reasoning visible
Coding that supports tax recovery, applied at line level rather than assumed at total level
Policy applied identically to a field technician's receipt and an executive's, on every claim

Measured on

Policy coverage before reimbursement
Claim autofill and coding accuracy
First-pass approval rate
Receipt-to-approval-ready time

What ERICA does alone, and what stays with your team

ERICA reports to the Finance leader. Anything outside the agreed boundary goes to finance operations, tax, controls & risk or T&E policy owner, with the evidence attached.

Authority, and yoursPXN-S2P-005

Does this aloneExtracts, autofills and codes · applies deterministic policy at line level · explains exceptions to the claimant · routes clean claims

RecommendsApproval, with the policy status and the rule result stated

EscalatesPolicy exceptions above threshold → finance operations · Uncertain tax treatment → tax · Missing business justification → the claimant and manager · Suspected deliberate breach → controls and risk, not the line manager

Skills and the workday

ERICA reads the claim and receipt, applies policy, autofills and codes, approves, queries or routes, tracks the claim through to reimbursement, samples for audit, writes the compliance log.

Extracts merchant, date, amount and tax from the receipt
Links the receipt to the card transaction where one exists
Assigns expense type, GL code, cost centre and tax treatment
Checks every line against the policy version in force on that date
Explains each exception, citing the exact rule
Routes clean claims through approval to reimbursement

The other digital coworkers in Source to Pay

Each role in the chain understands the work either side of it. See how Source to Pay runs end to end.