Expense Management

Intelligent expense capture, policy enforcement, and reimbursement — eliminating manual receipt chasing and policy violations.

How it works

Theorem's expense engine captures receipts from photos, emails, or card transactions — extracting merchant, amount, category, and tax data automatically. Receipts match to card transactions in real time, eliminating end-of-month scrambles and missing documentation.

Granular spend policies enforce limits by department, role, category, or project before expenses are even submitted. Out-of-policy items are flagged with clear explanations, and approved expenses flow directly to payroll or direct deposit within 24 hours.

6 agents active
Live
Receipt AgentCapture
99%
Policy AgentEnforcement
99%
Reimbursement AgentPayments
98%
Category AgentCoding
98%
Audit AgentCompliance
97%
Report AgentAnalytics
96%

Performance


Auto-categorized
98%
Policy compliance
99%
Reimbursement
<24h
Receipt capture
Auto

Three pillars

Expenses without the hassle.

A seamless experience for employees and complete control for finance teams.

1

Smart Receipt Capture

Snap a photo or forward an email — Theorem extracts merchant, amount, category, and tax automatically. Receipts are matched to card transactions in real time, eliminating end-of-month scrambles.

2

Policy Enforcement Engine

Define granular spend policies by department, role, category, or project. Out-of-policy expenses are flagged before submission with clear explanations, reducing violations by 95%.

3

Automated Reimbursement

Approved expenses flow directly to payroll or direct deposit within 24 hours. Employees see real-time status updates, and finance teams get automated GL coding and reporting.

Agents in action

Your always-on expense team.

Agents that handle the full expense cycle — from receipt capture to reimbursement — with complete auditability.

Live orchestration

Agents process every expense

A single receipt triggers capture, policy check, and reimbursement agents that work in sequence and resolve autonomously.

[19:14:22] EXPENSE Receipt submitted by J. Chen — $284.50 lodging
Receipt AgentCapture
0.4s
Policy AgentEnforcement
0.9s
Reimbursement AgentPayments
1.4s
3 agents
3 actions
1.4s total
Auto-approved
Continuous learning

Smarter with every receipt

Every categorization, policy decision, and approval feeds back into the model. Your expense processing gets more accurate with every submission.

1
Capture

Learn merchant patterns, receipt formats, and category mappings from your historical expense data.

2
Specialize

Fine-tune policy rules, approval thresholds, and GL coding preferences for your organization.

3
Deploy

Agents capture receipts, enforce policies, and process reimbursements with full audit trails.

4
Compound

Fewer policy violations and manual reviews each cycle as the system learns from every decision.

Eliminate expense reports.

See how Theorem automates the entire expense lifecycle from capture to reimbursement.