Right, so, last week, I had this customer call me up, a proper bigwig from a private equity firm, operates in loads of countries, eight or more, like. She’s got a right headache 🤯 with their expenses. Basically, her team’s spending hours and hours ⏳ on four or five hundred approved expenses every month. Bills, bank transfers 🏦, reconciling 📊—the whole lot. They’re just stuck in bloody spreadsheets, copying and pasting between different systems. She wants to know if we can automate it, or if AI could sort it out, you know, cut down on all the manual graft.

Now, they’re using SAP Concur ✅ for approving the expenses, but they’re not using SAP FI because of budget constraints.

Anyone else seen this sort of thing? You know, where they’ve got some fancy-pants system from a big global brand, but they’re looking to chuck in some AI or automation from another system to save a few quid? How do you lot handle that kind of situation?

Here’s what we’re thinking as a first stab 🔥, see what you reckon.

AI / Automation Plan
🔗 API Integration: Connect SAP with a new system so approved expenses automatically pop up, ready for journal entries.

🏦 Payment File Generation: Convert all staff payments into bank-ready payment files.

📑 Draft Journal Entries: Auto-generate draft journal entries, ready to match with bank records.

Workflow 🔄
SAP Approved Records ➝ Automated Expense Records 🧾 + Automated Bank Payment File Format 💳 + Automated Journal Entries 📝

Then, get this: they keep using SAP Concur for approvals ✅, cut down on finance license fees, and all the required actions—bank transfer, accounting journal records, reconciliation—are handled in the new system.

Conclusion? 🎯
Bargain budget for better automation functions, innit?