Smithery is now a part of Arcade.dev! Read more in our announcement here
SAP Concur alternative - self-hosted travel & expense management. Handles travel requests, expense reports, receipt OCR, policy validation, multi-level approvals, and GL posting...
Transform Claude into a complete Travel & Expense automation system that replaces SAP Concur at zero licensing cost.
Travel Booking - Create travel requests with approval workflows
Expense Reports - Submit, review, approve with OCR receipt scanning
Policy Enforcement - Automatic validation against company rules
Reimbursement - Calculate amounts, generate payment files
GL Integration - Auto-post to Odoo with proper coding
Annual Savings: $15,000 (vs SAP Concur)
When asked to handle travel/expenses:
User asks: "Create expense report for October JPAL employee"
Steps:
1. Gather expense details (date, category, amount, merchant)
2. Upload receipt images
3. OCR extract data from receipts
4. Validate against policy
5. Calculate totals including VAT
6. Route for approval
7. Update status in Notion
Result: Expense report submitted with full documentation
See examples/submit-expense.md.
User asks: "Scan this meal receipt"
Steps:
1. Receive receipt image
2. Use PaddleOCR to extract text
3. Parse merchant, date, amount, VAT
4. Validate BIR format (OR number, TIN)
5. Match to expense category
6. Flag any policy violations
7. Return structured data
Result: Receipt data ready for expense line
User asks: "Check if this expense is allowed"
Steps:
1. Identify expense category
2. Query policy rules
3. Check amount limits
4. Verify receipt requirements
5. Validate approvers needed
6. Flag violations with explanations
7. Suggest corrections
Result: Policy compliance report
See examples/policy-validation.md.
User asks: "Route expense report for approval"
Steps:
1. Calculate total amount
2. Determine approval levels needed
3. Identify approvers by hierarchy
4. Create Notion approval tasks
5. Send notifications
6. Track approval status
7. Handle rejections/revisions
Result: Expense routed through proper channels
See examples/approval-workflow.md.
User asks: "Post approved expenses to Odoo"
Steps:
1. Retrieve approved expense reports
2. Map categories to GL accounts
3. Calculate withholding taxes
4. Split by agency (analytic accounts)
5. Generate journal entries
6. Post to Odoo
7. Update reimbursement status
Result: Expenses posted to accounting system
{
'id': 'EXP-2025-001',
'employee_code': 'JPAL',
'period': '2025-10',
'status': 'draft', # draft, submitted, approved, rejected, paid
'expense_lines': [
{
'date': '2025-10-15',
'category': 'meals',
'amount': 1200.00,
'currency': 'PHP',
'merchant': 'Restaurant Name',
'receipt_url': 's3://receipts/img123.jpg',
'description': 'Client lunch meeting',
'vat_amount': 128.57,
'policy_compliant': True
}
],
'total_amount': 5400.00,
'advance_taken': 3000.00,
'reimbursement_due': 2400.00,
'approvals': [
{'level': 1, 'approver': 'supervisor', 'status': 'approved'},
{'level': 2, 'approver': 'finance', 'status': 'pending'}
]
}
See reference/expense-schema.md.
EXPENSE_POLICIES = {
'meals': {
'daily_limit': 1500,
'receipt_required_above': 500,
'requires_attendees': True,
'vat_deductible': True
},
'accommodation': {
'daily_limit': 5000,
'receipt_required': True,
'advance_booking_required': True
},
'fuel': {
'monthly_limit': 5000,
'logbook_required': True,
'receipt_required': True
},
'transportation': {
'per_km_rate': 15, # PHP per km
'taxi_limit': 1000,
'receipt_required_above': 300
}
}
See reference/policy-rules.md.
def process_receipt_ocr(image_path):
"""Extract data from receipt image"""
# Use PaddleOCR
ocr_result = paddle_ocr.extract_bir_form(image_path)
# Parse fields
receipt_data = {
'merchant_name': extract_field(ocr_result, 'business_name'),
'tin': extract_field(ocr_result, 'tin'),
'date': parse_date(extract_field(ocr_result, 'date')),
'or_number': extract_field(ocr_result, 'or_number'),
'total_amount': parse_amount(extract_field(ocr_result, 'total')),
'vat_amount': parse_amount(extract_field(ocr_result, 'vat')),
'vatable_sales': parse_amount(extract_field(ocr_result, 'vatable')),
'vat_exempt': parse_amount(extract_field(ocr_result, 'exempt')),
'confidence': ocr_result['confidence']
}
return receipt_data
See reference/ocr-processing.md.
# Post expense to GL
journal_entry = {
'journal_id': expense_journal_id,
'date': report['date'],
'ref': f'EXP/{report['id']}',
'line_ids': [
# Debit expense accounts
*[{
'account_id': get_expense_account(line['category']),
'name': line['description'],
'debit': line['amount'],
'partner_id': employee_partner_id,
'analytic_account_id': agency_analytic_id
} for line in report['expense_lines']],
# Credit employee payable
{
'account_id': employee_payable_account,
'name': f'Reimbursement - {employee_name}',
'credit': report['reimbursement_due']
}
]
}
# Scan receipt
receipt_data = paddle_ocr.extract_bir_form(
image_url=expense_line['receipt_url'],
extract_fields=[
'merchant_name', 'tin', 'date', 'total_amount',
'vat_amount', 'or_number'
]
)
# Create approval task
notion.create_page({
'database_id': expense_approvals_db,
'properties': {
'Title': f'Approve: {report['id']} - {employee}',
'Amount': report['total_amount'],
'Status': 'Pending Approval',
'Approver': supervisor_email,
'Due Date': due_date
}
})
"Receipt OCR failed": Poor image quality, retake photo "Policy violation": Amount exceeds limit, get exception approval "Missing receipt": Required for amounts >500 PHP "Approval delayed": Set up automatic reminders "Duplicate expense": Check if already submitted "Wrong GL account": Review expense category mapping "VAT computation error": Verify receipt shows VAT breakdown
"Create expense report for October"
"Scan this restaurant receipt"
"Validate meal expense against policy"
"Route expense EXP-2025-001 for approval"
"Post approved expenses to Odoo"
Your SAP Concur alternative starts here! 💰
