Submit with the receipt
Capture the claim details and receipt together through a form or app suited to your team. We agree which information is required so incomplete claims can be picked up early.
← All servicesReceipts in.
EXPENSE CLAIMS & APPROVALS
Receipts in.
Less chasing.
Expense approval automation gives a claim a clear route from submission to finance. SGP builds workflows for capturing receipts, reaching the right approver and keeping people informed about what happens next.
Keep the claim, receipt and decision together.
When expenses arrive through separate emails and spreadsheets, someone has to join them up. A shared process can collect the information at the start and make each handover easier to follow.
Reach the right approver
Route the claim according to your approval process. Record the decision and let the claimant know whether it has been approved, declined or needs more information.
Give finance a clear record
Bring approved claim details and their attachments together for the next stage. Keep the latest status available so colleagues can check progress without chasing by email.
Your approval rules, built into the process.
- 01
Agree the route
We map who submits claims, who signs them off and what finance needs. This includes the rules and exceptions you want the workflow to handle.
- 02
Build the handovers
We connect capture, approvals and notifications using tools that fit your setup. Any connection to finance software is scoped around its supported integrations.
- 03
Test real situations
We check the normal route and cases such as missing information or a declined claim. Your team gets a walkthrough so everyone understands their part.
A few useful answers.
Does an approved claim automatically make a payment?
Approval and payment are separate steps. We agree where the workflow ends and what finance receives. Any payment or accounting integration would need its own agreed scope.
Can we keep our own approval rules?
We start by documenting your rules and the people involved. The workflow is then scoped around those requirements, including how exceptions should be handled.
Can you review our expenses process first?
Yes. The £50 Admin & Workflow Healthcheck reviews one process, identifies repetitive work and suggests practical next steps before you decide on a larger build.
A SIMPLE STARTING POINT · £50
Start with one process.
The Admin & Workflow Healthcheck reviews one task and gives you practical next steps before you commit to a bigger build.