Expense reports in a messenger, not a spreadsheet
An employee builds the report in a chat: amounts, receipts, meetings. The report then goes to the ERP and to the HR e-signature system on its own.
Task
“Expense reports are assembled by hand, receipts get lost, and the report reaches finance and the ERP late and with errors.”
Solution
A bot in Yandex Messenger: amounts, receipt uploads, meetings, completeness checks. Export to the ERP and submission for e-signature, with statuses returned to the employee in the chat.
Result
in a chata report takes minutes
root causefound: expense and VAT fields vanished in the ERP
paperlesssigning goes through the HR e-signature system
How it works
The report is built by dialogue
The bot walks the employee through the steps: purpose, amounts, photographed receipts, meetings. Before submission it checks completeness — no zero amounts, receipts attached, required fields filled. A draft can be paused and resumed later.
Export to ERP and signing
The finished report goes to the ERP and to the HR e-signature system. Statuses return to the chat: accepted, awaiting signature, rejected. After a rejection the report is unfrozen and resubmitted without being recreated by hand.
Fixing the bug everyone lived with
A separate piece of work was finding why expense-allocation and VAT fields disappeared in the ERP. The cause was a disabled status feature on the database side, which hid the columns. Once enabled, the fields appeared — and the bot kept a check that catches such cases early.
integrations
scope
Reporting-process analysis, conversational bot, completeness checks, ERP export, e-signature submission, status callbacks, integration troubleshooting.