Travel and Expense Compliance on Autopilot.
Automate expense report auditing, policy enforcement, and reimbursement workflows in SAP Concur with plain-English rules your finance team controls.
Describe It in English.
It Runs Deterministically.
Overview
Monitor Concur for submitted expense reports; validate each line item against corporate travel policies; flag violations for review and fast-track compliant reports to reimbursement.
Execution Steps
Ingest Submitted Reports
- Pull newly submitted expense reports from Concur including receipts, line items, and trip details
- Match each report to the employee profile, department budget, and applicable travel policy tier
Audit Against Policy
- Check every line item against spend limits, approved vendor lists, and per-diem rates in the corporate travel policy
- Flag items exceeding thresholds or missing required receipt images for manager review
Route for Approval or Reimbursement
- Fast-track fully compliant reports to the payment queue without manager intervention
- Send flagged reports to the appropriate approver with violation details and suggested actions
Enterprise
Use Cases
Automated Expense Auditing
Audit every Concur expense line item against corporate policy in seconds, flag overspend, missing receipts, and duplicate charges without manual review.
Receipt Verification
Validate that every Concur expense entry has an attached receipt matching the claimed amount and vendor, reject incomplete submissions automatically.
Policy Violation Alerts
Instantly notify managers when a Concur report contains out-of-policy spend and provide a one-click approval or rejection workflow.
Frequently asked
questions.
Kognitos is a leading US-based artificial intelligence platform designed to transform how businesses operate by automating repetitive tasks and enhancing efficiency. Our AI automation platform allows users to automate complex business processes simply by communicating their goals in plain English. Leveraging advanced technologies like a proprietary LLM-based interpreter, Intelligent Document Processing (IDP), Optical Character Recognition (OCR), and Natural Language Processing (NLP), Kognitos enhances productivity, speed, and accuracy. Unlike traditional automation solutions that require complex coding, Kognitos offers unparalleled adaptability and scalability, empowering businesses to streamline workflows and eliminate manual tasks without extensive technical knowledge.
Process automation refers to the use of technology to automate repetitive, manual tasks within a business or organization. The goal is to streamline and optimize workflows, increase efficiency, reduce errors, and save time and resources. This can be achieved through the implementation of various technologies, such as RPA, Workflow Automation, Machine Learning and Artificial Intelligence.
Security is a core principle of Kognitos' architecture, built on state-of-the-art cloud services with strong security foundations. Critical business processes run on the Kognitos platform, and we prioritize the security of both the processes and their data. Kognitos employs serverless, cloud-based services with the principle of least privilege access. For example, a service without a need to access a database does not have access to it. Kognitos has achieved the SOC 2 Type II certification for our best-in-class security controls and compliance with the AICPA's Trust Services Criteria. Learn more
Related
Integrations
Concur automation questions.
What can I automate between Kognitos and Concur?
Bank reconciliations, journal entries, accruals, intercompany matching, AP and AR exception handling, vendor master maintenance, and audit-evidence packaging. Kognitos reads from Concur, applies the policy you wrote in plain English, and writes back deterministically with a full audit trail, no probabilistic LLM action.
How does Kognitos connect to Concur?
Through Concur's official API using scoped credentials (OAuth or API key, depending on which Concur supports). Kognitos stores credentials in a managed secret store with rotation; permissions are limited to what your automation actually needs.
What events in Concur can trigger a Kognitos automation?
Common triggers include a new bank statement, an unmatched transaction, an approval timeout, a month-end close task, or a scheduled reconciliation. Kognitos supports both event-driven (webhook) and scheduled execution, and you can mix both inside a single automation.
Can business users build Kognitos + Concur automations without code?
Yes. The Kognitos Builder Agent walks you through the process in conversation; you describe what you want in English (e.g., "every weeknight, reconcile Concur records against the warehouse and email me anything that doesn't match") and Kognitos generates and runs the automation. No drag-and-drop, no Python, and no third-party iPaaS.
Is Concur data safe with Kognitos?
Yes. Kognitos is SOC 2 Type II, HIPAA-attested, ISO 27001-certified, and GDPR-aligned. Concur data is processed inside the customer tenant, encrypted in transit and at rest, never used to train upstream models, and every decision is captured in an immutable English-language audit log.
How do I get started with the Kognitos + Concur integration?
Book a 30-minute demo. We'll help you connect Concur, pick a real bottleneck from your team's backlog, and ship a working automation written in plain English in the first session, no procurement runway required.