Finance & HR
You already know Concur can handle your expense management and travel workflows. The problem is that keeping it configured correctly, audited consistently, and integrated with your accounting stack takes real time that you or your team do not have. Nacho's fractional specialists log into your Concur account, handle the ongoing work, and document everything so nothing lives only in one person's head. This is not consulting or advice. It is someone doing the work inside your instance.
What we do
Concrete work our fractional specialists take on inside your Concur account. No vague promises.
We build and maintain your expense policies inside Concur, including spend limits by category, required receipt thresholds, and multi-level approval chains. When your org structure changes or a policy needs updating, we make the edits directly in the policy configuration and test against sample submissions before pushing live. You get a documented policy map alongside every change.
We run regular audits of submitted reports against your active expense policies, flagging out-of-policy claims, missing receipts, duplicate submissions, and misclassified expense types. Each audit produces a summary with specific report IDs and recommended actions, either returned to the submitter or escalated to a manager depending on your process. This keeps your audit trail clean ahead of any finance or external review.
We handle user provisioning and deprovisioning inside Concur, including assigning the correct roles (employee, approver, expense delegate) and configuring delegate relationships for executives who need an EA submitting on their behalf. When employees onboard or leave, we update access promptly so your user list stays accurate and your data stays secure.
We create custom reports using Concur Intelligence (or Cognos-based reporting, depending on your configuration) scoped to the metrics your finance team actually needs: spend by cost center, policy exception rates, category-level trending, or vendor-level analysis. Reports are scheduled for automatic delivery to the right stakeholders so your team is not manually pulling data each month.
We match approved expense report totals and corporate card transactions in Concur against your general ledger entries in QuickBooks, NetSuite, Sage Intacct, or your ERP of choice, identifying discrepancies before they become month-end problems. We document each reconciliation pass with a dated log and flag items that need a journal entry correction or a reclass. This is a repeatable monthly deliverable, not a one-time cleanup.
If you are moving to Concur from another platform (Expensify, Certify, SAP, or a spreadsheet-based process), we map your existing expense categories, cost centers, and historical report data to Concur's structure and manage the import process. We also conduct a historical audit if your Concur instance has years of accumulated reports with inconsistent categorization or unapplied policy changes, producing a clean baseline your finance team can rely on going forward.
The handoff
During onboarding, your dedicated Client Success Manager reviews your current Concur configuration, including active policies, user roles, approval chains, connected card programs, and any reporting that is already in place. From that audit, we build a prioritized roadmap that identifies what needs immediate attention (often user access hygiene or a policy that has not been updated in years) and what can be phased in over the first 90 days. Your specialist works directly in your Concur account with credentials you control, and every change is documented in a shared log so your team always knows what was done and why. Nothing moves without your approval on the first pass, and recurring tasks are only automated once you have signed off on the process. You retain full ownership of your Concur account at every stage.
Use cases
A few of the most common workflows our team has deployed with Concur.
When a corporate card transaction posts in Concur, we match it to the corresponding receipt in the Available Expenses queue, apply the correct expense type and cost center, add any required attendee or business purpose fields, and attach it to the appropriate report for the submitter's approval. This keeps card transactions from aging in the unmatched queue and prevents end-of-month pile-ups.
At the close of each accounting period, we confirm all submitted reports have moved through the approval chain, run the extract file from Concur, and coordinate the import into NetSuite (or your ERP) against the correct GL accounts and cost centers. Any mapping errors or rejected line items are resolved before the file is finalized so your close is not delayed by Concur data issues.
When HR signals a new hire (via your HRIS, a shared onboarding tracker, or direct notification), we create the Concur user profile, assign the correct expense policy and approver, and set up any delegate relationships if the role requires it. The employee receives a ready-to-use account on day one without your finance team handling the manual setup.
During our regular audit pass, out-of-policy submissions (receipts over the threshold, missing itemization on hotel folios, personal charges on a corporate card) are flagged using Concur's exception workflow, returned to the submitter with a specific written reason, and logged in a shared audit tracker your finance team can reference. This creates a documented correction record rather than an informal back-and-forth.
We pull a scheduled Concur Intelligence report scoped to the prior quarter, segmented by department, cost center, and top expense categories, and deliver it as a formatted summary to your CFO or finance lead on a set date each quarter. If actuals vary significantly from prior periods, we flag the line items so leadership has context before the review meeting.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
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Ready when you are
Book a discovery call and we will audit your current Concur setup, identify the highest-priority gaps, and give you a concrete roadmap before you commit to anything. You will leave the call knowing exactly what a specialist would own in your account from day one.