Abstract: There are provided systems and methods for code generation and tracking for automatic data synchronization in a data management system. A user associated with an entity, such as an employee of an organization, may purchase an item utilizing a payment instrument or card provided by the organization. In order to provide proper expense allocation, the organization may require receipt matching and storage per use of the payment instrument. An expense management system may provide digital code generation and output on a corresponding physical or digital receipt so that when the receipt is provided to the expense management system, the codes may be matched to backend data stored by the system. The receipts may be processed by extracting text data from an image of a receipt to determine the codes. The codes may then be used to search a database of codes to match to digital transaction data.

Abstract: There are provided systems and methods for code generation and tracking for automatic data synchronization in a data management system. A user associated with an entity, such as an employee of an organization, may purchase an item utilizing a payment instrument or card provided by the organization. In order to provide proper expense allocation, the organization may require receipt matching and storage per use of the payment instrument. An expense management system may provide digital code generation and output on a corresponding physical or digital receipt so that when the receipt is provided to the expense management system, the codes may be matched to backend data stored by the system. The receipts may be processed by extracting text data from an image of a receipt to determine the codes. The codes may then be used to search a database of codes to match to digital transaction data.

Abstract: There are provided systems and methods for intelligent recommendations for dynamic policies used in real-time transactions. An expense management service may be provided by a networked service provider, where the service provider's system may be integrated into a payment network so that the service provider may provide expense policy management for organizations. The service provider may establish user groups and expense policies, and associations between the two for the organization, as well as allow the organization to designate payment networks. The service provider may then exchange bank and accounting data with an organization, onboard the organization's employees, and receive payment network data between acquiring and issuing banks to control authorizations and expense managements with the issuing bank. The service provider may then approve or deny transaction based on variable class designations and expense policies.

Abstract: There are provided systems and methods for application data integration for automatic data categorizations. A user associated with an organization, such as an employee of a company, may utilize a payment instrument or card affiliated with that company to make one or more purchases. In order to provide proper data allocation of transaction data resulting from that purchase, the company may utilize an expense management system to track data through one or more processes and databases. The expense management system may utilize application data integrations, such as a calendar application, in order to extract application data at a time of detection of electronic transaction processing to allocate that transaction data in real-time to particular actions taken by or engaged in by the user. Further, the application data integrations may allow for more precise data management by the expense management system.

Abstract: There are provided systems and methods for code generation and tracking for automatic data synchronization in a data management system. A user associated with an entity, such as an employee of an organization, may purchase an item utilizing a payment instrument or card provided by the organization. In order to provide proper expense allocation, the organization may require receipt matching and storage per use of the payment instrument. An expense management system may provide digital code generation and output on a corresponding physical or digital receipt so that when the receipt is provided to the expense management system, the codes may be matched to backend data stored by the system. The receipts may be processed by extracting text data from an image of a receipt to determine the codes. The codes may then be used to search a database of codes to match to digital transaction data.

Abstract: There are provided systems and methods for code generation and tracking for automatic data synchronization in a data management system. A user associated with an entity, such as an employee of an organization, may purchase an item utilizing a payment instrument or card provided by the organization. In order to provide proper expense allocation, the organization may require receipt matching and storage per use of the payment instrument. An expense management system may provide digital code generation and output on a corresponding physical or digital receipt so that when the receipt is provided to the expense management system, the codes may be matched to backend data stored by the system. The receipts may be processed by extracting text data from an image of a receipt to determine the codes. The codes may then be used to search a database of codes to match to digital transaction data.

Abstract: There are provided systems and methods for application data integration for automatic data categorizations. A user associated with an organization, such as an employee of a company, may utilize a payment instrument or card affiliated with that company to make one or more purchases. In order to provide proper data allocation of transaction data resulting from that purchase, the company may utilize an expense management system to track data through one or more processes and databases. The expense management system may utilize application data integrations, such as a calendar application, in order to extract application data at a time of detection of electronic transaction processing to allocate that transaction data in real-time to particular actions taken by or engaged in by the user. Further, the application data integrations may allow for more precise data management by the expense management system.

Abstract: There are provided systems and methods for code generation and tracking for automatic data synchronization in a data management system. A user associated with an entity, such as an employee of an organization, may purchase an item utilizing a payment instrument or card provided by the organization. In order to provide proper expense allocation, the organization may require receipt matching and storage per use of the payment instrument. An expense management system may provide digital code generation and output on a corresponding physical or digital receipt so that when the receipt is provided to the expense management system, the codes may be matched to backend data stored by the system. The receipts may be processed by extracting text data from an image of a receipt to determine the codes. The codes may then be used to search a database of codes to match to digital transaction data.

Abstract: There are provided systems and methods for an electronic framework and networked system variable class designations and policies. An expense management service may be provided by a networked service provider, where the service provider's system may be integrated into a payment network so that the service provider may provide expense policy management for organizations. The service provider may establish user groups and expense policies, and associations between the two for the organization, as well as allow the organization to designate payment networks. The service provider may then exchange bank and accounting data with an organization, onboard the organization's employees, and receive payment network data between acquiring and issuing banks to control authorizations and expense managements with the issuing bank. The service provider may then approve or deny transaction based on variable class designations and expense policies.

Abstract: There are provided systems and methods for intelligent recommendations for dynamic policies used in real-time transactions. An expense management service may be provided by a networked service provider, where the service provider's system may be integrated into a payment network so that the service provider may provide expense policy management for organizations. The service provider may establish user groups and expense policies, and associations between the two for the organization, as well as allow the organization to designate payment networks. The service provider may then exchange bank and accounting data with an organization, onboard the organization's employees, and receive payment network data between acquiring and issuing banks to control authorizations and expense managements with the issuing bank. The service provider may then approve or deny transaction based on variable class designations and expense policies.