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Expense Tracker 365 in Action: How Amex Card Integration Streamlined Accounts Payable for Faster Payments
Spotlight
No More Payment Delays: How Amex Integration with Expense Tracker 365 Transformed Accounts Payable
A mid-sized consulting firm was bogged down by slow, manual reconciliation of Amex corporate card expenses. Their finance team had to match transactions by hand, request missing receipts, and wait on internal approvals—delaying vendor payments and hurting cash flow visibility. With Expense Tracker 365’s Amex card integration, they automated expense imports, set up policy-based approvals, and cut reconciliation time in half. The result? Faster payments, fewer errors, and a streamlined month-end close.
Highlights
Automated Amex Expense Syncing
Faster Vendor Payments
Reduced Reconciliation Errors
The Challenge: Manual Matching, Missing Receipts & Delayed Vendor Payments
- Cumbersome Reconciliation
The finance team had to manually download Amex statements each week and cross-reference every line item with expense reports from employees. Even minor delays or errors led to confusion, incorrect balances, and a stressful month-end close.
- Chasing Receipts & Approvals
Many employees forgot to upload receipts or categorize transactions promptly. This caused major slowdowns in the approval process, leading to late vendor payments and increased follow-ups from suppliers. The team lacked real-time visibility into who spent what and why. - Unclear Payable Pipeline
Without a direct connection between Amex transactions and the expense reporting tool, finance had no consolidated view of pending expenses. This made it difficult to manage cash flow, forecast payables, or report accurately to leadership.
The Solution: Smart Amex Integration with Expense Tracker 365
- Real-Time Amex Card Syncing
Expense Tracker 365 connected directly with the company’s Amex corporate cards. Every transaction was pulled in automatically, categorized based on merchant rules, and matched with employee-submitted expense reports—cutting down manual input drastically. - Auto-Matching with Receipts
As employees uploaded receipts via mobile or email, Expense Tracker 365 used OCR and AI tagging to instantly match them with the right Amex transaction. This ensured compliance without extra admin work and made audits simpler. - Policy-Based Approval Workflows
The finance team set up automated rules based on department, amount, and expense category. Expenses above a certain threshold were routed to the right manager instantly, while low-risk expenses were auto-approved. This saved days of back-and-forth each month. - Integrated Payable Tracking
The dashboard provided a live view of all expenses linked to Amex cards—submitted, pending, approved, and reimbursed. Finance could forecast outgoing payments more accurately and resolve disputes quickly using transaction logs and receipt trails.
Quantified Results
- 2x Faster Reconciliation
The team reduced reconciliation time by over 50% thanks to real-time syncing and auto-matching of transactions. - 95% Receipt Compliance
With mobile uploads and auto-matching, receipt compliance jumped to 95%, reducing audit risks and improving policy adherence. - 3-Day Faster Vendor Payments
By eliminating approval delays, the company paid vendors 3 days earlier on average, strengthening vendor relationships.
Industry
Consulting and IT Services
Location
USA, Texas
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