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碩益科技股份有限公司 SOE Technology Inc.

運用OCR技術自動辨識單據資訊,實現報銷作業自動化。碩益智能報銷系統能與SAP財務模組無縫對接,大幅降低員工貼發票與財務手工入帳時間,提升行政效率並落實精準的費用控管。

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Manual data input is inefficient, error-prone, and exhaustingManual Repetitive Data Entry Is Time-Consuming
  • High error rate from manual entry
  • Repetitive input wastes valuable time
  • Inconsistent data formats
  • Lack of real-time validation and review mechanisms
Paper receipts are hard to store and require significant filing spaceDifficult Paper Receipt Management
  • High costs for paper-based management
  • Difficulty in centralized filing and management
  • Risk of damage or loss of receipts
  • Time-consuming retrieval of historical records
Frequent document back-and-forth leads to high costs and low efficiencyLengthy and Inefficient Approval Processes
  • Repeated approval delays
  • Lack of real-time progress visibility
  • Difficulty identifying responsible approvers
  • Insufficient workflow approval support
Employees unfamiliar with tax rules easily cause reimbursement errorsComplex Tax Regulations
  • Incorrect business tax calculations
  • Errors in unified invoice and receipt entry
  • Miscalculations of supplementary insurance premiums
  • Risk of non-compliance with tax regulations
Finance teams must repeatedly enter data across multiple systemsERP Integration Causes Repetitive Workloads
  • Data entered in Excel or other systems must be re-entered into ERP
  • Errors caused by mismatched data fields
  • Inconsistencies between transmitted data and actual records
  • Month-end closing increases finance workload
Frequent document back-and-forth results in persistently high communication costsLengthy Approval Processes
  • Repeated approval backlogs and delays
  • No real-time visibility into approval status
  • Difficulty identifying responsible approvers
  • Lack of mobile approval support
Mobile Expense Reporting & Expense Management – Overview
 
Module Key Features Immediate Benefits
Mobile Expense Submission Supports mobile photo capture, responsive web design (RWD), submit anytime, anywhere. Employees can submit expenses on the go without location restrictions.
Azure AI Intelligent Recognition Integrated with Azure AI Document Intelligence to automatically extract receipt amounts, taxes, and invoice details. Significantly reduces manual data entry, lowers error rates, and improves document processing efficiency.
Intelligent Approval Workflow Automatically routes approvals based on department, role, and amount; supports proxy approvals and reminders. Transparent workflows; managers receive Teams/Email notifications. Approval time reduced from 3 days to 1 day, greatly improving efficiency.
ERP Integration & Receipt Archiving Automatically posts approved data to ERP or intermediary databases and securely stores receipt images. Eliminates duplicate data entry, ensures consistency between ERP and receipt records, and simplifies audits.
Expense Analysis & BI Reports Visualized analysis of expenses by department, project, and category via Power BI. Enables management to monitor expense trends in real time and support budget decision-making.

Business Benefits

“See Immediate Improvements”

%
reduction in expense reporting and processing time
%
reduction in communication and coordination costs
%
reduction in data entry errors
%
increase in finance team processing capacity
Supports Mobile and Browser-Based InputBuilt on Microsoft Power Apps
  • Sign in with Microsoft 365 single sign-on (SSO)
  • Integrated with SharePoint fields
  • Supports photo uploads of receipts
  • Synchronizes with SharePoint lists
Cloud-Based Invoice and Receipt RecognitionPowered by Azure OpenAI Services
  • Automatically extracts amounts and tax values
  • Recognizes invoice numbers, dates, and line items
  • Supports multiple languages and currencies
  • Returns structured JSON data via API
Dynamic Approval Routing Based on Amount and RoleApproval Workflow Built with Power Automate
  • Sends approval emails via Outlook
  • Sends approval card notifications via Microsoft Teams
  • Supports re-delegation of approvals
  • Logs each approval step for audit purposes
Supports SAP and Other ERP SystemsAPI & Middleware Integration

Automatically generates accounting voucher data through workflows

Writes data to ERP with status tracking

Stores receipt images in intermediary tables

Links expense reports with ERP vouchers

Integrates Expense Reports and ERP Detailed DataPower BI Expense Dashboards
  • Real-time updates via SharePoint integration
  • Supports centralized data storage and aggregation
  • Provides departmental and project-based analytical views
  • Supports exporting reports to Excel and PDF
CONCLUSION

Enable Expense Reporting to Automatically Complete the Accounting Process — Starting from a Photo

Industries & Customer Use Cases

Key Applications and Business Benefits

  • Improves workflow transparency with real-time tracking of approval and review status
  • Reduces manual errors and avoids version inconsistencies
  • Enhances cross-department and cross-region collaboration efficiency
  • Automatically synchronizes with ERP systems to strengthen financial compliance
Pharmaceutical Manufacturing Industry
Global Expense Compliance Workflow Management
Centralized expense management platform with standardized form and approval rules across regions
  • AI-powered receipt recognition with automatic voucher generation
  • Significantly reduces finance team review time
  • Improves employee submission experience and usability
Information Technology Industry
Expense Application & Reimbursement Management
  • Budget approval error rate reduced by 60–80%
  • Improved transparency across departments and regions
  • Centralized budget policies and rules; documents are no longer scattered
Multinational Group Enterprises
Global Cloud-Based BPM Platform for Budget Applications
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Track Record Display
Turn Expense Reporting Pain Points into Strengths

Schedule a smart expense reporting demo and see how much efficiency your organization can achieve