Taggun Integration
Overviews
How it works?
Extract receipt data
CodeWords receives processed receipt information from Taggun including merchant names, transaction amounts, dates, categories, and line items, converting physical or digital receipts into structured data ready for financial processing.
Create expense records
When Taggun processes new receipts, CodeWords automatically generates expense entries in your accounting software, attaching original receipt images and populating all required fields including cost centers and tax classifications.
Route invoices for approval
CodeWords analyzes invoice data extracted by Taggun and routes documents to appropriate approvers based on amount thresholds, departments, or vendors, tracking approval status and sending reminders for pending reviews.
Validate transaction data
CodeWords compares extracted receipt information against company policies, flagging expenses that exceed limits, require additional documentation, or fall outside approved categories, ensuring compliance before processing payments.
Sync to accounting platforms
Transaction data processed by Taggun flows through CodeWords into your accounting systems, creating journal entries, updating accounts payable records, and maintaining synchronized financial data across all connected platforms.
Categorize expenses automatically
CodeWords applies business rules to Taggun's extracted merchant and item data, assigning appropriate expense categories, project codes, and department allocations that ensure accurate financial reporting and budget tracking.
Generate compliance reports
CodeWords compiles receipt data processed by Taggun into audit-ready reports that document expense compliance, policy adherence, and spending patterns, delivering these reports to finance teams on scheduled intervals.
Archive financial documents
CodeWords stores original receipt images and extracted data from Taggun in secure document management systems, maintaining organized archives that support tax preparation, audits, and long-term record retention requirements.
Configure
Build
Automated expense reimbursement workflow
Build end-to-end expense processing systems that capture receipts through Taggun, validate against policies, route for approval, and initiate reimbursement payments, reducing manual processing time and improving employee satisfaction.
“You can’t do this anywhere else.”
Your stack,
connected.
