Receipt capture by photo with automatic extraction of amount, date, vendor and category
WORKSPACE CONCEPT
Expenses & Claims
Claims submitted from a phone with a photo, checked against policy automatically, paid with the salary.
Expenses & Claims
4Example roles
4Connected workspaces
A QUESTION THIS WORKSPACE CAN SUPPORT
“What is pending my approval right now?”
AUTHORITY IN CONTEXT
The right scope
for each person.
| Example role | Scope |
|---|---|
| Employee | Own claims and own advances |
| Manager | Team claims pending their approval |
| Accounts | All claims, policy exceptions, payments |
| Director | Travel and expense spend by function |
QUESTIONS THAT MOVE WORK
Ask in the language
of your operation.
What is pending my approval right now?
Which claims are out of policy this month?
Show travel spend by department this quarter.
These are example questions. A connected deployment uses your records, permitted models and access rules.
WHAT TO SCOPE
Give the workspace
a clear job to do.
Select the capabilities your SOP needs. Availability, integrations and the boundary between preparation and execution are confirmed during scoping.
Policy checking at submission, an out-of-policy claim is flagged to the claimant, not rejected weeks later
Multi-level approval routing by amount, category and cost centre
Advance and settlement tracking so an unsettled advance blocks the next one
Direct integration to payroll so approved claims are paid without a separate run
Spend patterns by employee, category and cost centre with outliers surfaced
CANDIDATE CONNECTIONS
The tools you use.
The context they hold.
Confirm the records to read, the actions to permit and the systems that remain the source of truth.
UBIQ HRMSWhatsAppTallyBank feedsOneDrive
Illustrative integration options from the DaffyOS catalogue. Compatibility and credentials are checked for your environment.
Explore deployment boundariesIN YOUR INDUSTRY
A familiar workspace.
A different operating context.
START WITH ONE WORKFLOW
One SOP today.
A more connected company tomorrow.
Bring us the process, the people and the exceptions. We’ll map the first proof of value.