Expense Automation Agent

2 785
Translate Translate English content into 9 languages using our machine translation tool.

The Expense Automation Agent reduces manual entry by automatically preparing expense report details, acting as a virtual delegate so users can review and refine reports rather than create them from scratch.

Overview

The Expense Automation Agent is a premium Joule Agent embedded within Concur Expense, that delivers an easier expense report process from start to finish. Through contextual information and user history, the agent fills out details for users, including the expense header fields and custom fields in expense entries, saving users considerable time.

How does it work?

Imagine traveling for business for a week, getting back home, and opening Concur Expense, ready to create your expense report, only to find that it has been created and filled out for you! All you need to do is give it a quick review to ensure everything looks good, and press submit.
Watch how AI streamlines end-to-end expense reporting:

When will it be available?

  • The Expense Automation Agent is currently available to customers participating in an Early Adopter Care Program. It is planned to become generally available for end users based in the U.S in Q2, 2026. To use the Expense Automation Agent, your organization must have Joule activated and have purchased Joule Premium for Travel and Expense 
  • Upon its initial release, the agent will support single destination round trips or monthly Expense Assistant reports and will be available in the English (US) language.    

Where can I find more information?

We're here to support you! Please view the following resources and reach out to your Account team to learn more:

About This Author
juliadama
I am from the Release Readiness team since 2024. Working to make sure our teams and customers are fully equipped to handle changes and innovations they have in front of them.