Implementation

Start with a small policy and employee population you can reconcile.

Implementation phases

  1. Confirm the policyController / CFO
  2. Prepare the recordsFinance Reviewer
  3. Configure permissionsController / CFO
  4. Connect the payment routesFinance Reviewer
  5. Run the pilotManager
  6. Reconcile and expandController / CFO
Phase 1 · Controller / CFO

Confirm the policy

Controller / CFO agrees eligible methods, date-effective rules, exception authority and high-value thresholds.

Phase 2 · Finance Reviewer

Prepare the records

Finance Reviewer reconciles employee identities, managers, open claims, card activity and opening statement balances.

Phase 3 · Controller / CFO

Configure permissions

Admin applies own-report, direct-report and sensitive-field scope. Controller / CFO verifies independent decisions and delegation.

Spend by Category

Approved spend rolled up by ExpenseCategories.Group → Category for a selected period. Drills into Department × Submitter and into the per-line ExpenseLines grain. The Controller's monthly landing view; sets the M&E budget conversation.

Phase 4 · Finance Reviewer

Connect the payment routes

Finance Reviewer agrees the accounting owner and selected payroll or AP channel, including identity, acknowledgments and returns.

Phase 5 · Manager

Run the pilot

Employee and Manager trace mixed-method claims, mileage rate boundaries, returned revisions and conditional Controller decisions.

Phase 6 · Controller / CFO

Reconcile and expand

Controller / CFO compares approved employee amounts, confirmed payments and approved card statements before expanding the population.

What the customer provides

Reviewed policies, source identifiers, opening balances, employee and approver ownership, connector access and the people who accept the reconciled outcome.

Changing it afterwards

Use Proto to prepare a reviewable branch. Re-test affected financial, policy, permission and retry behavior before releasing the configured application.

1
Say what you need"Add a second approval above 10,000." Plain language.
2
Review the branchThe change lands on a branch with the diff and a test run.
3
ReleaseMerged into your workspace. Every user gets it.
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