Captio: cloud-based app for filling in expense reports
Electronic invoice reconciliation
Reconciling expense reports and credit card movements
Preservation according to the Law
Thanks to the application that enables in a single digital flow the planning, authorisation and booking of the trip, as well as the reporting, monitoring, reconciliation and accounting of expenses.
Thanks to the transparent and monitored digital process in line with company policy.
Thanks to the application that allows travelers to upload their expense reports and send them directly to the company.
Thanks to Archiva’s regulation-compliant digital storage service, which guarantees the certified online display of electronic and analogue documents in compliance with all DigitPA legal and regulatory requirements.
By eliminating the manual tasks involved in managing business expenses.
The application’s automatic scanning eliminates the manual data entry process.
Automated data entry thanks to the OCR engine for receipt recognition.
Dematerialisation of receipts eliminating the risk of loss.
Reduction of time spent on checking compliance with company procedures.
Automatic reconciliation of invoices with expense reports.
Reduction of costs incurred in the preservation of paper documents.
Captio is the cloud-based platform specialising in digital travel and expense management. The process starts from travel planning through to digital expense reporting, and captures and categorises expense claims with the app installed on smartphones, tablets or MFPs. The company equipped with Captio has a modern expense control tool that is easy and intuitive to use, and achieves substantial and measurable savings.
The solution allows integration with the company ERP, thanks to the possibility of exporting your data from the Captio platform and its subsequent transmission, which enables immediate communication between the two systems.
This process enables the legal preservation of expense reports and receipts. This process enables the company to digitise expense claims and receipts in paper form, with the certainty of being compliant with regulations.
Thanks to the use of the Pega platform, the process of reconciling expense claims with invoices is optimised. The system is able to recognise expense claims invoices that are automatically matched to the corresponding expense item in Captio.
Through the infrastructure made available by Archiva and by the management system of reconciliation of the receipts implemented in Pega, it is possible to create a function whose purpose is the control of the expenses obtained through a cross-check between the expenses recorded in Captio whose method of payment indicated is the company credit card and the statement of account of the latter.