Simplify Expense Management with SumX AI ERP
SumX AI Expense Reporting, part of the integrated ERP platform, makes it fast and effortless for employees to capture travel costs, business meals, office supplies, per diem expenses, material purchases, receipts, and reimbursement requests—all within one centralized system.
With built-in policy controls and robust approval workflows, organizations can reduce manual administrative work while maintaining consistent compliance across every project. Our solution is designed to meet strict government per diem reporting standards, the system is linked to the GSA per diem schedule, helping AEC firms and government contractors stay audit-ready and operate efficiently.
Why Choose SumX for Expense Reporting?
Effortless & Intuitive User Experience
SumX AI Expenses, built into the SumX ERP ecosystem, is designed for simplicity and rapid adoption. Employees and managers can start using it immediately—without lengthy training or a steep learning curve. With clean navigation, logical approval workflows, and built-in guidance, submitting, approving, and tracking expenses becomes second nature. The result is less frustration, faster adoption, and more time focused on what matters most: running your projects—especially important for AEC firms and government contractors operating under strict compliance requirements.
Built-in Templates & Flexible Expense Rules
Get started quickly with built-in expense templates designed for rapid implementation. At the same time, SumX AI delivers the flexibility expected from a modern expense management system within an ERP environment. Define custom expense logic using dynamic, rule-based IF–THEN automation, tailor approval workflows, and adjust categories to align with your project structure. Rather than forcing teams to adapt to rigid systems, SumX AI adapts to your operational and compliance needs—making it ideal for project-based businesses.
Secure Expense Document Management
With SumX AI, you can securely store and access all-expense-related documents including time reports with audits and receipts from the cloud. An integrated document library makes it easy to import and export files, while managers get clear visibility into everything, they need for oversight. Our organized, easy-to-navigate system streamlines data management, making reporting and compliance fast and hassle-free. This makes it easier for SMEs, AEC organizations, and government contractors to stay organized and audit ready.
Key Features
Smart Pre-Authorization & Approval Workflows
Customize multi-level approval processes, enable pre-authorization, apply expense ceilings, and streamline expense reviews with email notifications for faster decisions.
Paperless Expense Management
Eliminate manual spreadsheets and paper receipts with a fully digital, user-friendly solution that captures receipts and automates documentation.
Mobile Access
Create, submit, and track expense reports anytime with the SumX mobile app for instant status updates.
Accurate Project & Policy Enforcement
Prevent improper charges by assigning valid jobs/projects, applying CONUS & OCONUS per diem rules, and ensuring precise travel expense tracking. Ideal for AEC firms and government contractors who need strict policy compliance.
Seamless & Fast Reimbursement
Expense management is directly connected with Accounts Payable for automated payments and quick reimbursements, backed by complete audit verification.
Strong Internal Controls & Compliance
Enforce expense policies, maintain accountability, and support SOX 404 internal control compliance with built-in controls and audit trails.