Automate Expense Reporting for Trades & Construction
Stop wasting time on manual expense reporting. Our Harvard-educated automation experts build custom expense reporting workflows specifically for Australian trades & construction businesses, saving you 10+ hours/week.
The Problem
Manual expense reporting creates these challenges for trades & construction businesses.
Manual expense reporting wastes hours every week that your team could spend on higher-value work
Field crews waste time on paperwork instead of getting jobs done
Errors in expense reporting create downstream problems across your trades & construction operations
Job costing is inaccurate because data is entered late or incorrectly
Automated Workflow
Here is how we automate your expense reporting end to end.
Receipt Capture
Snap and upload receipts via mobile app or forward email receipts for automatic processing.
- ✓ Tool: Dext
- ✓ Action: Capture receipt
Data Extraction
Automatically extract merchant, amount, date, category, and GST from receipt images.
- ✓ Tool: Dext
- ✓ Action: Parse receipt data
Policy Check
Validate expense against company policy rules including spending limits and approved categories.
- ✓ Tool: Zapier
- ✓ Action: Check policy compliance
Manager Approval
Route to the correct manager for approval with full expense details and receipt attached.
- ✓ Tool: Slack
- ✓ Action: Request approval
Accounting Entry
Post approved expenses to the correct account codes in your accounting system.
- ✓ Tool: Xero
- ✓ Action: Create expense entry
Reimbursement
Process employee reimbursement through the next payment run automatically.
- ✓ Tool: Xero
- ✓ Action: Process reimbursement
Tools Involved
We connect these tools into a seamless automated workflow.
Benefits
What you gain when you automate expense reporting.
Free Your Team from Repetitive Expense Reporting
Nobody joined your team to do manual expense reporting. Automation handles the repetitive work so your people can focus on strategy, creativity, and client relationships.
Expense Reporting Automation Built for You
Unlike off-the-shelf tools, we build expense reporting automation tailored to how your trades & construction business actually operates. No workarounds or compromises.
Reduce Errors and Rework in Expense Reporting
Automated expense reporting eliminates typos, missed steps, and human error. Every task follows the same validated process, every time.
Scale Expense Reporting Without Scaling Headcount
Handle double or triple the expense reporting volume without hiring additional trades & construction staff. Automation absorbs growth so your team stays lean and focused.
Compliance & Regulations
Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards. Supports QBCC and state licensing requirements.
Expense Reporting for Trades & Construction Automation FAQ
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