3Dolphins
Finance & Operations
Reimbursement that moves without the manual chase.
Expanse captures employee claims, validates receipts and policy requirements, routes exceptions, and keeps every reimbursement visible from submission to payment.
Give reimbursement a complete review path
Connect claim intake, supporting evidence, policy checks, and approval handovers around one expense request. Employees can understand what to submit, while Finance can review the claim without rebuilding its history from separate messages
Complete claim intake
Collect the expense purpose, amount, date, and supporting receipt in the defined submission journey. Standardized information helps Finance begin with a usable request
Evidence and exception preparation
Organize receipt information and check it against the requirements scoped for the process. Flag incomplete or conflicting information so a reviewer knows where attention is needed
Approval and status continuity
Route a prepared claim to the authorized decision-maker. Keep clarification, the approval outcome, and the next status update connected with the request
Reduce the chase around each expense claim
Focus attention on exceptions
Separate routine completeness checks from policy questions that require judgment. Reviewers can spend time on the issue rather than searching for the supporting document.
Keep payment handover clear
Approved requests can be prepared for the agreed Finance process. A recorded approval should not be presented as proof that payment has already been completed.
01
02
03
04
Clarify submission requirements
Explain the information and evidence needed for a valid request. Employees can resolve avoidable gaps before Finance starts its review.
Make approvals accountable
Define who reviews the claim and which decisions belong to Finance or the relevant manager. AI preparation should support that decision rather than silently replace it.
Pantau Alur Kerja dari Permintaan hingga Selesai
Define the information, owner, and expected outcome at each step
01
Submit
Capture the expense purpose, amount, and evidence.
02
Prepare
Organize the claim details for the review process.
03
Check
Identify missing information or a policy exception.
04
Decide
Route the request to an authorized approver.
05
Update
Record the decision and continue the Finance handover.
Use Cases
Put the capability to work in a real business journey
Choose the journey that matches the work your team needs to complete
Review a business trip without scattered evidence
Keep travel-related receipts and the purpose of the trip with the claim. Clarify incomplete details before the approver reviews the request.
- Collect the trip reference and expense details
- Organize the receipts required by the process
- Prepare the claim for its authorized reviewer
Make recurring expense requests consistent
Use a shared submission structure for permitted operational expenses. Give the reviewing team the reason, supporting evidence, and relevant ownership.
- Define the permitted expense information
- Connect the request with the relevant owner
- Prepare the approval and status handover
Escalate a policy question with evidence attached
A claim has missing evidence or a detail that requires interpretation. Prepare a focused exception summary so Finance can request clarification or make the appropriate decision.
- Identify the exception and its supporting detail
- Request the missing information when needed
- Keep the decision with the original claim
Powered by Forge OS
Connect approved knowledge, tools, and human decisions behind the workflow.
Explore the platform that coordinates enterprise AI agents.
Questions before you get started
Sensitive financial decisions should remain with authorized reviewers unless your organization has explicitly approved a narrowly scoped rule. This page describes AI-supported preparation and routing.
No extraction process should be treated as infallible. Missing or uncertain information needs a defined review or clarification path.
The intake requirements, checks, routing, and approval boundaries should follow the policy defined for the deployment.
No. Approval and payment are separate stages. Payment status depends on the agreed Finance process and any scoped system integration.