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5 Automation Processes for Simpler, Faster Finance Management

preview of the expense view within the TravelBank app on a mobile device and the travel bookings tab on a desktop

From setting your travel and expense policies, to ensuring employee compliance, automation minimizes wasted time, money, and compliance risk throughout the process.

In this guide, learn how to implement automation processes for:

1. Capturing expenses with machine learning
2. Processing reimbursements within 24 hours after expense report approval
3. Integrating your general ledger
4. Predicting travel budgets
5. Automating travel policy parameters and reducing manual travel approvals


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“
TravelBank makes the travelers’ experience as simple as possible, without sacrificing anything on the admin side.
Michael Ashkar, Iterable, Senior Payroll and GL Accountant
“
We’ve been able to organize all of the travel expenses in one place, and saved a lot of money in the long run.
User Review, G2
“
Ease of workflow, communication with administrative management for reimbursement of travel expenses, meals, department supplies, etc.
Kendra, G2, RN Site Supervisor
“
Super fast to set up and easy and intuitive to use. I like how quick and seamless it is to make bookings and log expenses in the app.
Jeremy Y., G2
“
I love how easy it is for our employees to use and it makes expense tracking so much easier and more accurate.
Laurie H., G2
“
This app allows the Finance Team to quickly audit expense reports. Very user friendly and I love the travel options.
Arthur G., G2
“
TravelBank can predict what employees should be spending on trips, help them file their expenses, and even give them cash rewards.
User Review, Techcrunch
“
Users are saying it cuts down 30 to 45 minutes of their time to book travel and submit for reimbursement.
Neal, Sonacare Medical, VP of Finance
“
TravelBank saves us a ton of time and paperwork and chaos.
Joel Martin, OnRamp, Senior Manager of Customer Operations
“
TravelBank: 50% cheaper all-in-one travel and expense tool. Simplifies office travel booking and expense tracking for remote teams.
Olivier Labbé , Metadata.io, President
“
TravelBank automates tasks, approval process, payroll. Algorithms save money. Empowers dept. heads in expense management.
Marshall Thomason, FiscalNote, Controller
“
TravelBank is fast, easy, and accurate.
John Bailey, Falkonry
“
TravelBank is very intuitive. The mobile app is a fantastic way to capture expenses without the hassle of having to scan.
James T., G2
“
I get excited when a new credit card transaction syncs with my receipts. Gone are the days of filling out tedious expense reports.
User Review
“
I have tried many different ways to keep receipts neat and turn in nice expense reports, and this is by far the best I have come across
User Review
“
Makes booking flights and hotels a breeze! And you’re rewarded for saving the company money. Reimbursements also go through fast!
Robert A., G2, Freelance Direct Response Copywriter
“
TravelBank knows my company policy and prompts me as I’m looking at flight or hotel costs. It saves me so much time.
Debby T., G2, CX Specialist
“
Having everything in one location makes the whole experience easy. Compared to other services that I’ve used, this has been so simple.
Cody N., G2, Compliance Manager
“
TravelBank incentivizes employees to save T&E budget. They book Airbnbs or stay with friends to cut costs. Penny saved is penny earned.
Evan L., G2, CEO
“
The chat function is super helpful – I don’t need to sit on hold for a phone call to ask a question about my reservation.
Verified in Consumer Goods, G2
“
TravelBank simplifies flight selection for remote employees. No more scheduling hassles or guesswork for event managers like me.
Verified User, G2
“
Effortless travel & expense platform for employees. Easy to manage and customize for admins. TravelBank meets our business needs.
Verified User , G2
“
TravelBank makes managing expenses and monthly spend a no-sweat experience. You would not dread end-of-the-month accounting updates.
Shellane G., G2, Executive Admin Assistant
“
I love how easy it is for our employees to use and it makes expense tracking so much easier and more accurate.
Laurie H., G2
Download and customize TravelBank’s white-labeled travel and expense policy.
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