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Intelligent Expense Management
fyle
Connect, Store, Share Transaction data Instantly
A lot has changed in the last decade.
Business Expense Management has not
• Manual
• Time consuming
• Error Prone
• Expensive to process
It continues to be
Market size
Big Market, Slow incumbents, ready for disruption
Tally / SAP / Oracle / other
ERP
Enterprise Problem - Expense data is scattered
Credit card Statements
eReceipts
Excel / HRMS / Google
SheetsPaper
receipts
Manually Entered in Manually Processed in
Receipts are stored physically in files or in Dropbox / Google Drive
Spend Data
Bank Grade
Secure
Integrated
with Email Integrated with ERP and
Accounting system
Automated Data
Extraction
Automated Receipt &
Document
Management
What if this was
redesigned ?
Imagine
No Manual Entry
No Errors
No Delays
Single source of truth
Worlds first plugin with
Automatic data extraction
Integrated with Outlook and
GSuite
Zero data entry and manual
work for business user and
finance / accounting.
Fyle solves enterprise expense management with a unique
data first approach
Fyle expenses within email with a single click inside
Email.
Worlds first plugin with
Automatic data extraction
Works on and Outlook and
Office 365
Zero data entry and manual
work for business user and
finance / accounting.
Fyle solves the everyday business problem of
enterprise expense management with a very
unique data first approach.
Mobile expense Management
• Just snap a picture from mobile app
• Fyle extracts all expense data
• Create one click reports
• View Status of your expense and
reports
Intelligent Policy Engine
Flags expenses
that violate policies
automatically
Detects
duplicates and
eliminates
instances of fraud
Complete audit
trail - from
expense creation to
payment.
Fraud detection algorithms can scan
millions of records across the entire
company to detect duplicate invoices in
a fraction of a second.
Every expense is scored on company
policies and violations are detected in
real-time and users are asked to
comment at the time of fyling the
expense.
Enterprise ready system with complete
audit trail for compliance.
Automatically Matches Corporate Card Statements
● One click process for employees
to submit expenses - Expenses on
the go – Fyle expenses from
email, mobile app with a single
click.
● Admin - Import corporate card
feed / statement.
● Fyle Automatically assign
expenses to receipts captured by
fyleapp.
● Automatically highlight missing
receipts against corporate card
spend.
What’s possible in 1 second
Real-time view of
expenses
Automated workflow
and approvals
expense rules to
highlight expenses
that violate policy
Single Searchable
repository of
expense data with
receipts
Support for custom
rules and company
hierarchy
Autogenerate Bank
Payment file
Integration with
Accounting Systems
& ERP ( Tally )
No manual tracking
using spreadsheets
and shared folders
Zero Data entry
● Reduce cost and time for processing
● Increased efficiency and better control.
Reimburse employees faster.
● Real-time visibility into employee
expenses
● Paperless process and complete
workflow automation
● Integrated with Travel Desk
● Automated Receipt management
● Ensures Internal and Regulatory
compliance.
Finance and Admin
benefits
Employee Benefits
● Save time and money - No Manual
Data Entry, Never miss a bill
anymore.
● Faster expense submission
● One Click Reporting Engine
● Complete visibility on the state of
expense report after submission
● Zero errors in expense entry
● Expenses on the go – Fyle
expenses from email, mobile app
with a single click.
Integrations
● Hosted on Microsoft Azure and
receipt data stored in Blobstore
● Integrates with Outlook* and Office
365 and Microsoft Exchange
● Can integrate with Microsoft
Dynamics CRM to link sales activity
data.
● HRMS, CRM, Travel Management
Systems, Accounting Systems –
Tally, SAP, Oracle.
Outlook 2013, Outlook 2016, Exchange Server, Office265, Hotmail.com, Live.com and Outlook for Mac across Windows 7 and Window 10
Certified on Windows10 - On IE 11 and Edge browsers.
Yashwanth Madhusudan
Co-Founder & CEO
14+ Years building Enterprise SaaS Big-Data systems
10 Papers, 9 patents
12+ Years Sales & Business Development
First Sales hire at Capillarytech, Qubole ( outside US ), transformed a greenfield
opportunity into a million dollar business.
Founding Team
Sivaramakrishnan Narayanan
PhD - Co-Founder & CTO

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Intelligent Expense Management with Automatic Data Extraction

  • 1. Intelligent Expense Management fyle Connect, Store, Share Transaction data Instantly
  • 2. A lot has changed in the last decade.
  • 3. Business Expense Management has not • Manual • Time consuming • Error Prone • Expensive to process It continues to be
  • 4. Market size Big Market, Slow incumbents, ready for disruption
  • 5. Tally / SAP / Oracle / other ERP Enterprise Problem - Expense data is scattered Credit card Statements eReceipts Excel / HRMS / Google SheetsPaper receipts Manually Entered in Manually Processed in Receipts are stored physically in files or in Dropbox / Google Drive Spend Data
  • 6. Bank Grade Secure Integrated with Email Integrated with ERP and Accounting system Automated Data Extraction Automated Receipt & Document Management What if this was redesigned ? Imagine No Manual Entry No Errors No Delays Single source of truth
  • 7. Worlds first plugin with Automatic data extraction Integrated with Outlook and GSuite Zero data entry and manual work for business user and finance / accounting. Fyle solves enterprise expense management with a unique data first approach
  • 8. Fyle expenses within email with a single click inside Email. Worlds first plugin with Automatic data extraction Works on and Outlook and Office 365 Zero data entry and manual work for business user and finance / accounting. Fyle solves the everyday business problem of enterprise expense management with a very unique data first approach.
  • 9. Mobile expense Management • Just snap a picture from mobile app • Fyle extracts all expense data • Create one click reports • View Status of your expense and reports
  • 10. Intelligent Policy Engine Flags expenses that violate policies automatically Detects duplicates and eliminates instances of fraud Complete audit trail - from expense creation to payment. Fraud detection algorithms can scan millions of records across the entire company to detect duplicate invoices in a fraction of a second. Every expense is scored on company policies and violations are detected in real-time and users are asked to comment at the time of fyling the expense. Enterprise ready system with complete audit trail for compliance.
  • 11. Automatically Matches Corporate Card Statements ● One click process for employees to submit expenses - Expenses on the go – Fyle expenses from email, mobile app with a single click. ● Admin - Import corporate card feed / statement. ● Fyle Automatically assign expenses to receipts captured by fyleapp. ● Automatically highlight missing receipts against corporate card spend.
  • 13. Real-time view of expenses Automated workflow and approvals expense rules to highlight expenses that violate policy Single Searchable repository of expense data with receipts Support for custom rules and company hierarchy Autogenerate Bank Payment file Integration with Accounting Systems & ERP ( Tally ) No manual tracking using spreadsheets and shared folders Zero Data entry ● Reduce cost and time for processing ● Increased efficiency and better control. Reimburse employees faster. ● Real-time visibility into employee expenses ● Paperless process and complete workflow automation ● Integrated with Travel Desk ● Automated Receipt management ● Ensures Internal and Regulatory compliance. Finance and Admin benefits
  • 14. Employee Benefits ● Save time and money - No Manual Data Entry, Never miss a bill anymore. ● Faster expense submission ● One Click Reporting Engine ● Complete visibility on the state of expense report after submission ● Zero errors in expense entry ● Expenses on the go – Fyle expenses from email, mobile app with a single click.
  • 15. Integrations ● Hosted on Microsoft Azure and receipt data stored in Blobstore ● Integrates with Outlook* and Office 365 and Microsoft Exchange ● Can integrate with Microsoft Dynamics CRM to link sales activity data. ● HRMS, CRM, Travel Management Systems, Accounting Systems – Tally, SAP, Oracle. Outlook 2013, Outlook 2016, Exchange Server, Office265, Hotmail.com, Live.com and Outlook for Mac across Windows 7 and Window 10 Certified on Windows10 - On IE 11 and Edge browsers.
  • 16. Yashwanth Madhusudan Co-Founder & CEO 14+ Years building Enterprise SaaS Big-Data systems 10 Papers, 9 patents 12+ Years Sales & Business Development First Sales hire at Capillarytech, Qubole ( outside US ), transformed a greenfield opportunity into a million dollar business. Founding Team Sivaramakrishnan Narayanan PhD - Co-Founder & CTO