K2's Expense Reporting Automation
Tuesday, July 22, 2025
10 a.m.-noon Central
2 CPE (2 non-technical)
Course code: 25WA-4344
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Managing and auditing employee spending on personal and corporate credit cards is a challenge everywhere. Legacy manual expense reporting preparation and approval processes are tedious and repetitive and are an excellent place to start your company's use of business process automation solutions. This session will cover a variety of expense workflow tools which use technologies and features like bank feeds, mobile receipt capture, OCR data extraction/filling, automated policy enforcement, and artificial intelligence-based validation to automate and eliminate the tedium. Attend this session and learn how to use automation and cure the expense reporting blues for you and your employees.
Major subjects
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Overview of selected expense and corporate credit card reporting and management platforms
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Major fraud schemes associated with expense reporting
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Extracting and importing transaction data from bank feeds and matching to receipts
Learning objectives
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Select at least two types of employee expenses that are identified as very risky by the course
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Identify at least two common expense reimbursement fraud schemes
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Choose responses that explain how bank feeds are different from data extraction/OCR applications
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Identify at least two comprehensive expense reporting solutions discussed in detail during the course which offer both OCR data extraction and mobile receipt capture
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Explain how artificial intelligence can be used to identify unusual items in expense reports
Who should take this program?
- Business professionals seeking to improve expense reporting process
Pricing
|
Standard Member Fee |
$79.00
|
 Standard Nonmember Fee |
$79.00
|
Our records indicate
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$79.00
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Instructor
Tommy Stephens, CPA, CITP, CGMA
Location
Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (2.0)
Level
Intermediate
Format
Group Internet Based
Sponsor
NASBA ID#: 107810
Prerequisites
Prereq.
Fundamental knowledge of expense reporting fundamentals
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business
days before the event start date.
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