Deploying AI to automate expense coding and accelerate the close

Series B fintech offering corporate cards and expense management

Client

Series B fintech offering corporate cards and expense management

Timeframe

Production launch in < 3 months

Impact

Metric
Manual expense processing time
-50%
Result
Metric
Close cycle
7 days → 3 days
Result
Metric
Annual cost savings
25%
Result

Need

The startup's finance team relied on spreadsheets to collect receipts and code transactions. Month-end closes were slow and error-prone, and controllers lacked real-time visibility into spend.

Our Build

We implemented an AI-native platform that uses OCR and machine learning to extract line items from receipts and auto-code expenses. Controllers ask questions in plain language, and the system generates narrative variance explanations using generative AI. Automated approval workflows reconcile transactions across systems.

Outcome

Manual expense processing time was reduced by 50%, close cycles accelerated from 7 days to 3 days, and the company achieved approximately 25% annual cost savings while dramatically improving financial visibility and control.

"LayeredAI revolutionized our expense management process. What used to take our team days now happens automatically, and our controllers have real-time insights they never had before."
Chief Financial Officer, FinTech Startup

Key Features Delivered

AI-Powered OCR & Coding

  • • Automatic receipt data extraction
  • • Smart expense categorization
  • • Machine learning-based coding rules
  • • Multi-format document processing

Conversational Analytics

  • • Natural language query interface
  • • Automated variance explanations
  • • Real-time spend visibility
  • • Intelligent approval workflows

Business Impact

50%
Faster Processing
57%
Faster Close Cycle
25%
Cost Reduction
100%
Real-time Visibility

Ready to Transform Your Expense Management?

Learn how LayeredAI can help your FinTech automate expense processing and accelerate financial close cycles.