← Case Studies  ·  Financial Services

₹3.8 Cr saved
every year.

A Workflow Intelligence deployment. End-to-end corporate travel and expense automation, with policy enforcement at the point of booking.

Workflow OrchestratorPolicy EngineRPA botsERP integration
CLIENT CONTEXT

A global enterprise with a large distributed workforce. Travel spend running into tens of crores annually. Policy compliance managed by a lean central finance team.

THE PROBLEM

Out-of-policy bookings discovered only after travel and expense. Manual approval chains creating delay and escalation friction. Policy-non-compliant spend leaking at every step.

How We Approached It

Four phases.
Each one auditable.

01
Policy as code
Existing travel policy translated into AI-readable rules. Advance-purchase windows, class restrictions, city caps, supplier preferences — all encoded.
02
Booking-time enforcement
Policy engine runs at booking. Compliant requests auto-approved. Out-of-policy requests flagged with explanation before the booking is confirmed.
03
Expense matching
Submitted expenses matched against approved bookings. Variances flagged. Pattern anomalies escalated for review.
04
Full audit
Every decision, every override, every escalation logged with full context. Monthly compliance reports generated automatically.
₹3.8 Cr
Annual saving
0
Compliance failures
80%
Straight-through approvals

Your case study next.

POC in 7 days. Production on Day 30.