Six mid-market companies across biotech, logistics, consulting, retail, fintech and manufacturing. Different industries, the same two-system problem.
More than 200 field-based scientists and sales reps travelling constantly, filing expenses whenever they surfaced. The backlog regularly ran six to eight weeks behind, and finance could not state a travel number for a quarter that had already ended.
Travel moved onto PolicyLock Search, so out-of-policy bookings stopped entering the system. Card transactions post to the same ledger as the bookings they settle, which removed the reconciliation pass entirely.
"Our close used to be a scavenger hunt. Now it's just... done."
"Our drivers and planners book on their phones now. Nobody has asked me to approve a hotel at midnight since."
More than 40 regional managers each ran an independent travel budget with no visibility into their own spend until month-end. By the time a manager learned they were over, the quarter was usually gone.
Live Budget Burn put each manager's position in front of them at the moment of booking, and Smart Approval Routing sent exceptions straight to the person who owned that budget rather than to a shared queue.
"Consultants book flights between client calls. It has to just work — it does."
"We finally have one number, not two numbers that almost match."
"Policy exceptions used to be a Slack thread. Now they're a two-minute approval."
We will walk through close time, exception volume and overrun rates from a customer with a comparable travel profile.