How does expense filing work in Harriet?

When expenses are enabled, Harriet can help employees submit or check claims through your connected expense system, within that system’s rules.

Expense capabilities let Harriet assist with claim submission, status questions, or receipt capture—but the system of record remains your expense or ERP integration.

Prerequisites

An expense-capable integration enabled for your customer account (if your plan includes expenses).
Employees understand that approval chains and policy enforcement still live in the expense platform.

Typical employee experience

Start a claim from chat or a guided workflow, attach receipts when prompted, and submit to the connected system.
Ask for status (“Where is my claim?”) when the integration exposes it.

Example

An employee photographs a receipt in mobile chat; Harriet extracts key fields and creates a draft claim in your expense system for the employee to review and submit.

Guardrails

Harriet does not replace your finance policy—configure limits and approvers in the expense system.
If no expense integration is connected, do not expect expense actions to appear; train users to fall back to your standard process.