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- Travel Expense Optimizer
- Get started
Get Travel Expense Optimizer running in four steps.
Start with one office and one month of trips your coordinators, approvers and payments analyst can reconcile together.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Travel Expense Optimizer. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Travel Expense Optimizer in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started to create your ERP.AI account. Download Proto and describe your travel program, suppliers, policy and the people who book, approve and reconcile.
Prepare the first operating cycle
Pilot one office for one month. Run every trip through request, fare comparison, review, hold, payment and completion, and reconcile captured payments with your card statements before adding offices.
- Organizations, coordinators, approvers and their user emails.
- Suppliers with codes, contacts and eligibility notes.
- The current travel policy and its version name.
- Open trips and recent payment events from your provider.
Review before release
A coordinator must not approve their own trip. A booking must not be confirmed without verified payment. A no-show must not be recorded before the threshold. A part-used trip must be corrected through an approved compensating action. Reconcile trips and payments with their source. Invite the pilot team using the agreed roles, confirm the approvers and release the reviewed configuration. Expand only after the first month closes cleanly.
Set up Travel Expense Optimizer your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.