Managing financial procedures effectively

Proclient was faced with the challenge of managing its financial procedures efficiently. With employees in four different offices in Sweden, collecting and administering all receipts and expenses was a real challenge. They needed a simple and agile solution that could digitize and automate the process, without requiring extensive customization or creating unnecessary administrative hurdles.

The solution

To meet their needs, Proclient implemented Expense as their expense management solution. Expense offers a user-friendly app where employees can easily photograph their receipts with their mobile phone's camera, post the expenses and submit them for certification. Administrators can quickly and easily review and approve expenses, and payments are seamlessly made directly to employees' accounts.

The benefits

• Reduced risk of lost receipts: Digitizing receipt management with Expense ensures that receipts are not lost. They are stored securely and easily accessible in the system, eliminating the need for manual handling.

• Better control and visibility: Proclient now has greater transparency and control over the expense reports submitted, providing a better basis for reviewing and managing company expenses effectively.

• Corporate card integration: For employees using corporate cards, transactions are automatically matched with the corresponding receipt in the system. This creates a smooth and seamless workflow for both employees and administrators.

• Seamless integration with Pyramid and other systems: Expense is compatible with Pyramid Business Studio, making it easy for Proclient to integrate the solution into its existing ecosystem. It also works with most banks and card providers, which is a major advantage.

By implementing Expense, Proclient has not only simplified and improved its internal expense management, but also strengthened the employee experience through a more efficient and transparent process.

This successful solution has helped Proclient to continue to deliver smart and reliable ERP solutions to its customers, while benefiting from innovative tools that simplify their own operations.