FIDEVO AI LABS · OPERATIONAL FINANCE

How Thriftmark works

The core workflow, from a photographed receipt to a reconciled card transaction and a spend report. Written as specification, not as a description of a running system.

1. STEP 01

   Capture the expense and its receipt

   The claimant photographs the receipt. OCR reads the merchant, date, amount and tax, and the claim is checked against the policy limit for its category before it is submitted.

2. STEP 02

   Route it for approval

   The claim routes to the approver determined by its amount and category. Approvers see the receipt, the extracted detail and any policy-limit warning in one view.

3. STEP 03

   Match the corporate card feed

   The corporate card feed is reconciled against submitted expenses. Transactions that agree on merchant, amount and date are matched and closed.

4. STEP 04

   Work the unmatched queue

   Card transactions with no claim, and claims with no transaction, drop into a single unmatched queue for finance to chase until each line is resolved.

5. STEP 05

   Report the spend

   Reconciled records feed spend reporting by category, team and cost centre, so the reported figures and the ledger come from the same source.