Lumiya Expenses

• Expense creation: Create, edit, and process expense requests (credit card, cash, and travel requisitions) via web browser or mobile app 

• Receipt capture: Add credit card or expense (reimbursement) receipts via email, web browser, or mobile app 

• Transaction import: Securely import credit card statements and expense transactions via upload or Open Banking Link 

• Native integration: Sync approved expense claims with most ERP and accounting systems, including SAP Business One, Sage Intacct, Sage 50, and Infor SunSystems 

• Robust security: Protect your account and data with multi-factor authentication (MFA) and single sign-on (SSO) 

• Global accessibility: Operate internationally with support for multiple entities, languages, currencies, and date formats 

• Device independent: Use the Lumiya mobile app or a web browser to upload receipts, create expense transactions, and more on the go

Lumiya Expenses uses a rich combination of industry-leading AI technologies—including Microsoft Azure AI and Anthropic’s Claude—to intelligently extract, classify, validate, and interpret expense information. AI also supports how Lumiya Expenses manages document formats, languages, and processing scenarios. 

• Receipt processing: Capture, extract, read, interpret, and understand information from email and attached image-based receipts, including TIFF, GIF, and scanned PDFs—no training required
• Automated expense coding: Intelligently analyze receipt details to identify and apply the correct codes and expense types, including hotel, lodging, or subsistence
• Expense policy validation: Systematically validate and enforce compliance with expense policies to control costs and reduce fraud
• Anomaly detection: Automatically detect and flag irregular activity for review

• Smart approval routing: Automatically route submitted expense claims for approval by manager, expense type, expense threshold, and more 

• Expense policy validation: Proactively enforce expense policies by detecting non-compliant transactions, alerting stakeholders, and triggering next steps to resolve them 

• Automated alerts and reminders: Receive automated alerts and reminders when an expense claim requires approval or has been rejected 

• Audit trails: Create a full audit trail for every expense transaction or claim 

• Document archive: Securely store digital copies of expense documentation for easy retrieval 

• Dashboards: Build role-based, customisable dashboards for 24/7 access to the right information 

• Smart report builder: Create custom expense reports with drag-and-drop simplicity 

• Out-of-the-box reports: Enjoy a wide range of configurable out-of-the-box expense and KPI reports 

• Customisable list view(s): Display a searchable summary of expense documents and tasks for users to drill into

• Log mileage: Log and automatically calculate reimbursement amount using travel distance and approved mileage rates 

• Configure mileage rates: Assign mileage rates by vehicle type, distance bands, number of passengers, and year-to-date mileage 

• Journeys: Create pre-defined trips for commonly traveled routes to quickly capture expenses