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Finance · Automation · Starter package

Petty cash

Approval-flow tracker with policy enforcement and monthly reconciliation.

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A guided session with our team.

Video demo coming soon
Receipts
Cash book
1 unmatched
Illustrative preview · sample data

How it works

  1. 1Petty cash policy codified (limits, categories, approvers)
  2. 2Approval flow via WhatsApp or Slack
  3. 3Monthly reconciliation automated

What you receive

  • Daily PC tracker
  • Monthly reconciliation report
  • Approval workflow with audit log
  • Expense category analysis
Tools and connections

Works around the tools you already use

5 tools listed for this solution
Your tools
  • WhatsApp
  • Slack
  • Google Drive
  • Tally
  • Zoho
How they connect
  • Direct connection, where the tool allows it
  • Regular import or export of files
  • Assisted workflow your team runs

The method for each tool is confirmed during scoping. Logos don’t imply a partnership or a ready-made connector.

Full workflow · 4 steps
  1. 01Petty cash policy codified (limits, categories, approvers)
  2. 02Approval flow via WhatsApp or Slack
  3. 03Receipts uploaded and OCR-extracted
  4. 04Monthly reconciliation automated
What we’ll need from you
  • Petty cash policy codified (limits, categories, approvers)
  • Access to the relevant tools and a sample of real data
  • A named owner on your team to review outputs
Human review

Your team reviews outputs before they are used, filed or sent. Exceptions are flagged for a person to decide.

Delivery and support
Package
Starter · price shared on enquiry
Tentative build time
1–2 weeks, confirmed after your demo
Maintenance & support
Email within 24h, in your SUITE AI Workspace
Billing
One-time build fee plus monthly maintenance in your SUITE AI Workspace
Availability
Built and scoped for each business — not an off-the-shelf product.

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