The reality of expense management today
Expense reporting is universally hated — by employees who submit and by finance who processes. The current process is broken:
Employees forget to submit receipts or send incomplete info
Finance manually enters data from photos of crumpled receipts
Policy violations are caught after approval, causing rework
Categorization is inconsistent and time-consuming
How this flow looks in Triform
In this setup, a shared inbox or Slack channel becomes the single intake point for all receipts. Triform extracts the data, checks policy compliance, groups expenses by employee, routes for approval, and syncs approved reports to accounting.
Integrations used in this flow
Gmail
Draft context-aware email responses, auto-categorize messages, and trigger workflows from inbox patterns.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Xero
Auto-generate invoices from deals, reconcile transactions with AI matching, and streamline bookkeeping.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Touchless expense processing
Most expenses flow straight through without finance intervention. Your team only handles edge cases and policy exceptions. This means:
- 95% reduction in finance time spent on expense data entry
- Policy enforcement before approval, not after
- Faster reimbursement improves employee satisfaction
From manual mayhem to automated expenses
Set up receipt intake channels (email, Slack)
Configure your expense policy rules
Connect org structure for approval routing
Integrate with your accounting system