How We Eliminated Manual Errors and Streamlined Expense Reporting with an AI-Powered Solution

Challenge: Lack of scalability due to manual effort and compliance gaps

M Booth’s expense management process presented multiple challenges:

• Heavy reliance on manual effort, making reporting time-consuming and error-prone.
• Lack of automation and categorization, creating inefficiencies and compliance issues.
• No integration with American Express card data, limiting accuracy and scalability.

Solution: Implemented an AI-powered expense management system

Our team at zeb delivered a comprehensive AI-driven solution to streamline expense management:

Automated Receipt Interpretation and Categorization
Deployed Generative AI using Amazon Bedrock to process receipts automatically, reducing human error and manual effort.

Integration with AMEX Feed
Enabled seamless integration of American Express data into the expense reporting system for accurate transaction tracking.

ERP System Integration
Connected the solution to the client’s ERP-based expense system using AWS Lambda and Amazon S3, ensuring unified and real-time reporting.

Benefits: Automation, compliance, and employee satisfaction

• Reduced manual processing time for expense reports.
• 100% automated receipt categorization, ensuring accuracy.
• Zero manual errors in expense reporting.
• Seamless integration with ERP and AMEX feeds, enabling unified visibility.
• Enhanced employee experience with a modern, intuitive web application.
• Strengthened compliance with consistent categorization and improved forecasting.

Partner with zeb today

Expense reporting doesn’t have to be complex or error-prone. At zeb, we design AI-powered solutions that simplify processes, improve compliance, and elevate employee experience. With expertise in AWS and Generative AI, we help businesses build scalable, automated systems tailored to their needs.

Let’s connect and explore how we can transform your financial operations with intelligent automation.