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1
The Finance Leader’s
Guide to Streamlining
T&E Management

2
Introduction
Delivery apps. On-demand entertainment. The world
today moves at the pace of immediacy.
But let’s face it: For years, the process of spend
management has been a very manual one. It involves
chasing receipts, compiling spreadsheets, and
slogging through monthly reconciliations ... only to
find errors, discover out-of-policy spend, and stumble
upon issues that have to be corrected. Yet some
companies are still clinging to the traditional process.
3 in 10
The number of decision makers
in T&E at large enterprises who
still use spreadsheets for parts
of their travel management.
Source: Forrester


3
Introduction
Here’s the thing: T&E management is complex. It’s data-heavy. And
today’s workforce is modern. It’s mobile. And people have to slow down
for ... sorting receipts and reconciling spreadsheets?
In this guide, we’ll take a look at the effect the traditional T&E approach
has on businesses and the time and effort that goes into it. (Spoiler alert,
it’s not positive.) We’ll discuss the technology driving change. And we’ll
lay out how automation is helping to streamline spend management.
And that’s the good news in this report: Game-changing solutions exist.
They can transform your T&E management, saving your company money
and saving you time that you could be devoting to higher-value work.
So what does this modern platform look like, and how does it work?
Read on for our in-depth, up-close look at streamlining T&E.
The percentage of survey
respondents who said their business
does not have a cloud-based solution
for T&E management.
Source: Forrester
85%



















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