Expense approvals, invoice matching, and reconciliation — all inside SharePoint and Teams. Your finance team stops chasing receipts and starts closing the books on schedule.
Chasing receipts and matching invoices by hand doesn't scale — and the time it costs rarely shows up on a dashboard.
Finance teams spend 3-5 hours per person every month manually chasing receipts and reconciling expenses against budget lines.
Approval cycle times inflate by 60-80% when expenses and invoices route through email and spreadsheets instead of a structured workflow.
Manual reconciliation eats into hours that should go to forecasting and analysis, not chasing down mismatched line items.
Automated receipt capture and ERP-connected reconciliation can cut processing time by two-thirds once policy checks run at submission.
From the first submission to the closed ledger, CLMS360 keeps finance operations inside the tools your team already lives in.
Employees submit expenses through a Teams form, with receipts attached and categorized automatically.
Spend policy is checked the moment an expense is submitted — not two weeks later during an audit.
Invoices and expenses are matched against POs and ERP records automatically, flagging only real exceptions.
Route by amount or cost center automatically — no manual chasing of who needs to sign off next.
Every approval, exception, and adjustment is logged automatically — ready the moment audit asks.
Invoices are matched to purchase orders and contracts automatically, catching mismatches before they post.
A request is submitted from Teams with receipts or documentation attached automatically.
Spend policy and PO matching are verified instantly, flagging only real exceptions.
Approvers are assigned automatically based on amount and cost center.
Once approved, the record posts to your ERP and the audit trail updates automatically.
"Month-end used to mean three days of chasing missing receipts. Now policy checks happen at submission, so by the time it reaches me, it's already clean."
Marcus Webb, Finance Operations (via the Appz360 blog)Finance approval automation routes expenses, invoices, and reconciliations through policy checks and the right approver automatically, instead of email chains and manual receipt-chasing. CLMS360 does this natively inside SharePoint and Teams.
CLMS360 covers expense intake, policy enforcement, and approval routing for teams that don't need a dedicated travel-and-expense suite. It also connects to your existing ERP for reconciliation, so it can sit alongside a tool like Concur if you keep one.
No. CLMS360 runs entirely inside your own Microsoft 365 tenant through a single app registration. No expense, invoice, or reconciliation record is copied to an external database.
Yes — reconciliation workflows connect to your existing ERP or accounting system, so approved expenses and invoices post without manual re-entry.
Most finance teams are live within days, since CLMS360 deploys through a single Microsoft 365 app registration rather than a data migration project.
See CLMS360 route a real expense or invoice end to end, with your own policy rules and approval chain.
No credit card required · Native to Microsoft 365 · Your data never leaves your tenant