The Challenge With a companywide initiative to seek areas for operational eiciency gains, the Allianz Partners North America inance team identiied expense management as a key candidate for improvement. In addition to time savings, the team saw an opportunity to improve mobility and reduce risk. Allianz Partners used a paper-based expense reporting system, which consisted of Excel spreadsheets and pages of attached receipts. Each expense report had to be manually validated and keyed in by an AP clerk, which required a full day each week. In addition to the extensive time and resources required to process expense reports, the inance team also spent hours reviewing expense reports to make sure all expenses met corporate policy. “Compliance required a detailed review of each page of a

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