Over the years, expense management has evolved from manual paperwork to app-based solutions. However, these methods still leave admins struggling to make sense of their spending data and waiting for support teams to resolve their queries. Now, we’re entering a new era where AI does more than just simplify tasks.

With Fyle Copilot, forget the delays and complexity – get instant insights into your expenses and real-time answers to your queries. It’s the smarter way to manage expenses.

What is Fyle Copilot?

Fyle Copilot is an AI assistant that helps admins gain actionable insights and find answers to their queries instantly. It transforms how you manage expenses by providing real-time data and step-by-step solutions, ensuring your workflows are seamless and efficient.

What Can Fyle Copilot Do for You? 

1. Gain Insights into Expenses and Reports

Copilot unlocks insights into your organization’s spending patterns with just a question. It provides detailed charts that help you get a visual understanding of your financial data, identify trends, and make data-backed decisions without manual analysis or extra tools.

‍Track Spending Across Categories

Get a clear picture of how much your employees are spending and where. Easily break down expenses by category, department, or merchant to uncover spending patterns. With this detailed segmentation, you can identify cost-saving opportunities and create a financial plan that aligns with your organization's goals.‍

Examples:

• Show expenses by category for this month.
• What is the total corporate spend this month?

Identify Non-Compliant Expenses

Fyle Copilot enables admins to easily identify expenses that violate company policies and pinpoint the employees who have submitted them. This level of detailed visibility helps ensure compliance, address recurring issues, and maintain financial discipline across the organization.

Examples:

• Show me all non-compliant expenses for this quarter.
• Which employee has the most policy violations this month?

Prevent Overspending

With Fyle Copilot, admins can set precise budgets and track spending patterns to proactively prevent overspending. With real-time budget monitoring, you can quickly identify potential issues and take corrective actions before they turn into larger financial challenges.

Examples:

• Who are the top vendors we spent with this quarter?
• Show the top spending department. 

Track Employee Spending

Understand exactly how much your employees are spending and where. With detailed transaction monitoring across teams, categories, projects and departments, you can ensure complete accountability for every dollar spent.

Examples:

• How much did [Employee Name] spend last month?
• Which team has the highest travel expenses this quarter?
  

2. Instant Answers to Your Queries

Waiting for support tickets to be resolved or navigating through lengthy help documentation can slow you down. With Fyle Copilot, you get instant and accurate answers to all your Fyle-related questions. Whether you're setting up expense policies, approving reports or troubleshooting, Copilot ensures you have the information you need right when you need it, saving you time and effort.

Examples of what you can ask:

• How can I set up recurring expenses?
• How can I approve reports?
• What are expense rules?
• How can I edit an expense?

Why Fyle Copilot is Finance Team’s Secret Weapon

Admins face constant challenges in managing approvals, tracking expenses, and ensuring compliance. Copilot simplifies these tasks by:

• Delivering instant insights into spending trends
• Providing clear, real-time answers to your queries
• Reducing dependency on support teams for routine questions

With Copilot, you can focus on strategy rather than processes, saving time and improving productivity.

Get Started with Fyle 

Fyle is designed to simplify and enhance your expense management experience. It’s not just a software, it’s a smarter, faster way to handle your day-to-day financial tasks.

Ready to take the next step? Learn more about Fyle Copilot and see how it can transform your workflow. Get a demo and experience the future of expense management!