Workflow packet Receipts & coding queue Ramp + Brex, then Expensify feed the packet before anyone starts chasing. Controller ready

The manual reality today

  1. 01

    Receipt follow-up is endless manual nagging

    Reminding employees to submit missing receipts means tracking who owes what and sending the same messages over and over near every deadline.

  2. 02

    Miscoded expenses distort the numbers

    When spend lands in the wrong account or class, reports look off and someone has to find and fix each entry before the books can close.

  3. 03

    Incomplete documentation stalls the close

    Transactions without receipts or coding sit unresolved, holding up reconciliations and leaving the period open longer than it should be.

How Imagine handles it

  1. 01

    Identify transactions missing support

    Card and expense activity is reviewed against your records to pinpoint every charge that lacks a receipt or proper coding.

  2. 02

    Request what's missing from the right person

    The employee or cardholder responsible is followed up with automatically, asked for the receipt or detail, and each request is tracked to completion.

  3. 03

    Code expenses to the right accounts

    Each expense is assigned to the correct account, class, and project using your chart of accounts and coding rules, applying past treatment for consistency.

  4. 04

    Route exceptions and sync to the books

    Unclear or unusual items are sent for review, and once settled the coded, documented expenses are recorded in your accounting system.

Works with the tools you already run

  • Ramp
  • Brex
  • Expensify
  • Bill.com
  • QuickBooks Online
  • NetSuite

What changes

Receipts collected without manual chasing

Follow-up runs on its own, so documentation usually arrives before close rather than after repeated reminders from your team.

Consistent, accurate expense coding

Expenses are coded the same way each period, which keeps reporting clean and cuts down on corrections during review.

Spend ready when close begins

With documentation and coding handled continuously, expense activity is largely close-ready instead of becoming a month-end scramble.

Frequently asked questions

How are missing receipts identified?

Card and expense transactions are checked against the documentation on file, and any charge without a matching receipt is flagged. Each missing item is tracked until the support is received or the transaction is resolved.

How does the follow-up with employees work?

Reminders go to the cardholder or employee responsible for each transaction and continue until the receipt or detail is provided. Your team sees what is still outstanding without having to chase it personally.

How is it decided how to code an expense?

Your chart of accounts and coding rules are applied, drawing on how similar expenses were treated before to keep coding consistent. Anything that cannot be coded with confidence is routed to your team rather than guessed.

Does Imagine work with our existing card and expense tools?

Yes. Imagine connects to spend platforms like Ramp, Brex, and Expensify and to bill-pay tools like Bill.com, then syncs the documented, coded results into QuickBooks Online or NetSuite.

Hand the busywork to a system you can trust.

See how Imagine handles your messiest back-office loops, end to end, with a full audit trail and your team in control.

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