Expense Report Processing for Fractional CFOs with Fathom
The Problem
Employee expense reports arrive with missing receipts, wrong GL codes, and policy violations — and every rejection adds days to reimbursement and resentment to the Outsourced Finance team.
What We Build in Fathom
AI validates receipts against policy, auto-codes expenses, flags out-of-policy items with a clear reason, and routes approvals — expense report cycle time drops from 9 days to same-day. Purpose-built for teams running Fathom — uses the native API or agent integration so nothing leaves the system of record.
Fathom Integration Approach
Audit your Fathom configuration
We map the specific Fathom objects, custom fields, and workflows the automation needs to touch for your outsourced finance practice.
Build on the Fathom API or agent
Integration happens inside Fathom — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Fathom with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Fathom instance
30-minute call. We'll look at your actual Fathom setup and show exactly how this workflow fits.