Every finance workflow, one governed ledger.

Expense capture that respects everyone’s time.

Employees snap a receipt or forward it to the receipt inbox; DocQex extracts the details, flags duplicates, and checks policy before anything is submitted.

• Receipt inbox with extraction and duplicate detection
• Itemization, splits across cost centers and projects
• Mileage, per diem, and multi-currency claims
• Reports bundle items with live policy results

Every decision made with full context.

Approvers see the policy evaluation, budget position, and history beside each request. Rules are versioned, so every outcome can be traced to the exact policy that produced it.

• Versioned policy sets with warnings, blocks, and required reasons
• Amount, entity, and risk-based routing with delegation
• SLA timers, reminders, and escalation
• Bulk approval for low-risk items; full review for the rest

Pay people promptly, release funds deliberately.

Approved spend flows into payment runs with maker-checker release. Advances are issued, tracked, and settled against eligible expenses or repayment.

• Payment runs with separate preparer and releaser
• Advances issued, tracked, and settled
• Disbursement accounts verified and masked
• Remittance status visible to every employee

Card spend, reconciled while it’s still fresh.

Card transactions arrive by feed and are matched to receipts and expenses automatically. Missing receipts are chased daily; disputes and refunds stay attached to the original line.

• Programs, per-card limits, and merchant category controls
• Automatic matching with missing-receipt reminders
• Statement reconciliation and feed-health monitoring
• Disputes, refunds, and personal-charge handling

Trips planned within policy, settled without chasing.

Travel requests carry their budget, itinerary, and advances. Every expense from the trip is grouped automatically, so settlement is a review rather than a reconstruction.

• Pre-trip approval with trip budgets
• Itineraries and travel-desk coordination
• Trip advances and settlement
• Expenses grouped by trip for review

Commit spend before it happens, not after.

Purchase requests consume budget the moment they are approved. Orders, goods receipts, and vendor bills are matched before payment is scheduled, and vendor statements reconcile against it all.

• Vendor onboarding with verified bank details
• Purchase requests, quote comparison, and purchase orders
• Two- and three-way matching for vendor bills
• Payment scheduling, debit notes, and AP aging

From quotation to cash in hand.

Customers, quotations, delivery challans, and sales invoices share one record. Payments received are allocated precisely; statements, AR aging, and dunning keep collections moving.

• Quotations and delivery challans that convert to invoices
• Recurring invoices and credit notes
• Payment allocation across invoices and currencies
• Customer statements, AR aging, and reminders

One catalog behind every document.

Products and services carry their units, tax codes, and prices into quotations, orders, and invoices. Optional stock tracking records movements and raises low-stock alerts.

Know what’s spent, committed, and still free.

Budgets track actuals and commitments separately, so leaders see real headroom. Reports define their source, date basis, and currency, and every number drills down to the records behind it.

• Budgets by entity, department, project, and period
• Actual, committed, forecast, and unpaid AP shown distinctly
• Saved views and scheduled reports
• Drill-down from every metric to its source records

Evidence that stands up to any audit.

Files are quarantined and scanned before they become business evidence, then linked to the records they support with retention and legal hold applied automatically.

Intelligence that defers to judgment.

DocQex suggests coding, extracts receipts, explains policy, and surfaces anomalies — always with confidence and evidence shown. It never approves, pays, or posts on its own.

Configured for how your group is actually structured.

Model every legal entity, branch, department, cost center, and project with effective dates. Currencies, tax profiles, branding, workflows, and retention are configured per tenant — and audited.