Gets things done Answers questions In use at MDS

Expense Assistant

At MDS, we call ours Travel Companion.

Turns a photo of a receipt into a finished expense line, reminds you about missing receipts, and flags anything over a policy limit before you submit.

Try it with a sample company Talk to us about one for your team

Works in Microsoft Teams, on desktop or phone.

What it does for you

Receipt to report

When: you snap a photo of a receipt
It: fills in the vendor, date and amount
You: confirm with one tap

Missing receipts

When: a trip report is missing receipts
It: reminds you which ones
You: add them, or pick a later time

Policy limits

When: an expense is over a policy limit
It: flags it before you submit
You: fix it, or add a reason

How it works

1It keeps track of your tripReceipts you send, and the ones still missing.
2It does the paperworkReads each receipt and checks it against the travel policy.
3You confirmNothing is added to a report until you say so.

You can also ask

What’s our daily meal limit when traveling? Is a $90 client dinner OK? What do I need to submit for a hotel stay?

Sample conversationContoso is a fictional company Try it live

Heads-up Your March trip report is missing 2 receipts: a taxi on March 10 and a hotel on March 12. Want to add them now? Add them nowRemind me Friday

Here’s the taxi receipt.

receipt-photo.jpg

Got it: City Cab, $42.50, March 10. Add it to your March trip report as ground transport? Add to reportChange the category

The agent started this conversation. Nothing is added to a report until you confirm.

Keeps you in control

You confirm every line

Nothing goes into a report until you say so.

Policy answers name the rule

You can see exactly which part of the policy applies.

Works where you are

Right inside Microsoft Teams, on your desktop or your phone.

A good fit if…

Your team travels or expenses client meals Expense reports are often late or missing receipts Your expense policy lives in a document people rarely read

What we’d need from you

Your travel and expense policy Where expense reports go today A few sample receipts to test with

Want an Expense Assistant for your team?

Try the practice version first, or tell us how expenses work for your team today.

Try the practice demo Talk to us