Folio3 SmartExpense Copilot

Stop Managing Expenses, Start Leading Finance.

From receipt capture to ERP posting, SmartExpenseCopilot categorizes, validates and syncs every transaction in real time. Reduce expense processing time by up to 80% and ensure audit-ready accuracy in every step.

reduction in
reconciliation time

0 %

faster completion of
repetitive finance tasks

0 %

ROI in
10 Months

0 %

Trusted by Organizations Around the Globe

90% of finance teams are projected to deploy at least one AI-enabled solution by 2026. Why Wait?

The early adopters are already realizing significant efficiency and insight gains. Future-proof your operations today.

Strategic Financial Foresight

Leverage AI-driven insights to accelerate scenario modeling and unlock proactive, data-backed decision-making.
Request a call

Automated Financial Controls

Eliminate manual reconciliation and streamline variance analysis to ensure data integrity and audit compliance.
REQUEST A CALL

Proactive Collections Management

Copilot automates Accounts Receivable by prioritizing high-risk accounts and creating personalized outreach, improving liquidity, and reducing DSO.
REQUEST A CALL

Intelligent Vendor Invoice Capture

Copilot extracts and validates invoice details from PDFs and images against purchase orders and contracts to accelerate your Procure-to-Pay cycle.
Request a call

Proactive Anomaly and Fraud Detection

Copilot monitors transactions using machine learning to flag unusual spending in real-time for greater financial control
REQUEST A CALL

Microsoft 365 Copilot drove up to 353% ROI For Companies.

Folio3 SmartExpense Copilot is a specialized, end-to-end Financial Intelligence Agent designed for the dynamic, and complex workflows of the Office of the CFO, easily integrating withERP, GL, and BI systems.

Folio3 SmartExpense Copilot: Your Complete AI Agent

The Folio3 SmartExpense Copilot integrates seamlessly into your Microsoft 365 and Azure environment, delivering an end-to-end transformation of your expense management and finance reconciliation lifecycle.

Instant, Chat-Based Submission & AI Extraction

Lightning-Fast Submission in the Flow of Work

Employees can submit expenses directly throughMicrosoft Teams or Outlook by simply uploading a photo or forwarding an email, drastically improving user experience..

AI-Powered OCR Extraction

Optical Character Recognition (OCR) instantly and accurately extracts all relevant data (vendor, amount, date, currency) from receipt images, eliminating manual data entry and errors.

Automated Policy Pre-Validation

The Copilot checks the expense against internal company policies (e.g., spending limits, date constraints) in real-time before submission, flagging issues for instant correction.

Automated Compliance & Risk Reduction

Pre-Submission Compliance Guard

SmartExpense identifies and corrects policy violations (like missing data or out-of-policy claims) before submission, reducing administrative workload for finance teams.

Traceable, Audit-Ready Records

Automatically generates clean, traceable audit trails and summaries for every transaction, ensuring solid compliance and readiness for financial audits.

Seamless Data Security & Governance

Inherits your Microsoft 365 security, compliance, and privacy policies, ensuring your financial data is protected and remains secure within your organization’s environment.

Smart Accounting & One-Click Approval

Automated GL Code Categorization

AI intelligently maps each expense to the correct General Ledger (GL) codes and cost centers, eliminating manual tagging for employees and accountants alike.

One-Click Approval Workflow

Approvers receive instant notifications and can approve or reject reports directly from their Outlook inbox or a Teams, ultimately shortening approval cycles.

Financial Reconciliation

SmartExpense reviews transactions across systems to quickly spot anomalies, risks, and unmatched data, saving significant hours on manual reconciliation efforts.

Accelerated Reimbursement & Insight Generation

Days-to-Hours Reimbursement Cycle

By automating submission, compliance, and approval, SmartExpense Copilot shortens the reimbursement process from days to just hours.

Natural Language Data Queries

Finance teams and executives can generate complex reports and performance dashboards by simply asking questions in natural, conversational language (e.g., "Summarize top 5 expense categories this quarter").

Proactive Spending Insights

UnlockAI-driven analytics to spot spending patterns, policy violators, and vendor inefficiencies, empowering your team to forecast budgets and identify cost-saving opportunities.

Tired of recurring Manual tasks?
Check out our expense management copilot.

Ready to End the Expense Report Headache?

Join the finance leaders who are cutting the cost of processing expenses by up to 50% and eliminating compliance risk instantly. The future of intelligent, audit-ready financial control is here.

Why Choose Folio3?

We believe in the power of the cloud to transform businesses and empower people.

Over 15 years in custom software development
Microsoft Business Solutions Partner in Cloud Solutions
We are a team of professionals, well-versed in industry processes and regulations, as well as the implementation of Azure technologies such as AI/ML, Big Data, and Cloud services.

User satisfaction

0 %

Our Clients

0 +

Google Review

API Integration

0 +