Conversational AI for Faster, Error-Free Expense Management
An infrastructure services provider needed to simplify expense submission and approvals. CES delivered a conversational interface that reduced manual effort and improved real‑time visibility.
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The Challenge
Error-Prone Manual Processes
Delayed Approvals
Low User Engagement
the client
Non-Destructive Excavation / Infrastructure Services
Technology Stack
- Oracle Digital Assistant
- Oracle Cloud ERP
the impact
Faster Workflows
Intuitive User Experience
Reduced Support Load
Higher Adoption
The shift was experience-led. The result?
Faster & accessible expense management.
The Need
The client needed to modernize its expense lifecycle for field crews and office teams. Manual processes, frequent errors, and low usability for occasional ERP users slowed approvals and increased support load. They required a conversational digital assistant to improve accessibility, speed, and compliance, without disrupting existing Oracle Cloud ERP workflows.
Challenges
- Cumbersome Manual Entries: Complex ERP interfaces made expense entry difficult for field workers and non-frequent users.
- Approval Delays: Limited accessibility and notification gaps slowed reimbursement cycles.
- Low User Engagement: Occasional users avoided the system due to poor usability.
- High Support Overhead: Employees frequently raised queries due to unclear workflows.
- Lack of Real-Time Visibility: Approvers and employees had no instant insight into expense status.
CES implemented Oracle Digital Assistant (ODA) as a conversational, AI-driven interface integrated with Oracle Cloud ERP to simplify and accelerate the expense lifecycle.
- Conversational Expense Reporting: Enabled employees to submit expenses using natural language through chat-style interactions, reducing friction and improving accuracy.
- Expense Inquiry: Allowed users to instantly check expense history, statuses, and policy-related details without navigating ERP screens.
- Proactive Notifications: Configured ODA to push reminders for pending approvals, missing receipts, and potential policy violations – ensuring timely action and compliance.
- Faster expense submission and approval cycles
- Intuitive conversational interface requiring no training for occasional users
- Reduced dependency on finance or HR teams through automated responses
- Higher user adoption driven by simplified workflows
- Strengthened compliance using proactive, intelligent notifications
strategic client partner
Take the Next Step
Looking to simplify expense workflows and reduce support overhead with digital assistance? Let’s build a conversational experience that works for your teams. Talk to our Strategic Client Partner at amar.alur@cesltd.com
connect now!