Finance · Live demo
Expense and travel policy desk
Answers staff questions about flights, hotels, meals and rebillable costs from your expense and travel policy, before the money is spent.
Talk to Max at Brackenfield Advisory
Brackenfield Advisory is made up. Max is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Travel rules differ by city, flight length and whether the client pays, so staff guess and finance rejects claims after the trip. Questions pile up in the finance inbox the week before every client visit.
How it works
- Learns your expense and travel policy, city rate caps and approval limits
- Answers in chat or by email, quoting the section it relies on
- Checks the engagement code to say whether costs are rebillable to the client
- Tells staff which spend needs approval first, and from whom
- Hands exceptions, like business class or a hotel over the cap, to the right approver
What it connects to
- Aisha (senior consultant)I'm flying to Chicago for the Ardley Grain kickoff next Tuesday. Can I book premium economy?
- AgentNot for that trip. Premium economy is for flights over five hours under section 2 of the travel policy, and Boston to Chicago is about two and a half. Economy through the travel portal, please.
- Aisha (senior consultant)What hotel rate can I book, and does the client pay?
- AgentThe Chicago cap is 289 dollars a night. Engagement BA-4502 is rebillable at cost, so tag the hotel, flights and meals to that code and they go on Ardley's invoice.
- Aisha (senior consultant)And meals?
- AgentUp to 85 dollars a day, with receipts for anything over 25. A client dinner over 150 dollars a head needs Daniel Okafor's approval before you book it.
Illustrative conversation. Names, numbers and details are made up.
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