For enterprise operations professionals in finance, procurement, and IT, accessing timely and actionable insights from SAP Concur is critical for effective expense management and compliance. However, manually searching through Concur's various modules—such as Reports, Items, Users, and Expense Groups—can be a labor-intensive and error-prone process. The Search Concur Agent template from Tonkean revolutionizes this workflow by automating research and surfacing insights across all Concur entities, empowering teams to make faster, data-driven decisions.
Imagine a scenario where your finance team needs to audit recent expense reports for compliance. Traditionally, this would require logging into Concur, manually filtering through multiple reports, and exporting data for analysis. With Tonkean's automation platform and the Search Concur Agent template, users can instantly search and retrieve insights from all available Concur entities in a single interface. Whether it's pulling up all expense reports for a specific department, identifying outlier transactions, or researching user activity, Tonkean orchestrates the process end-to-end—eliminating manual effort and reducing the risk of oversight.
Procurement and finance teams often need to collaborate on spend analysis and vendor management. By leveraging Tonkean's data source integrations, the Search Concur Agent can aggregate data from Concur and other systems (like Smartsheet, Google Sheets, or Asana) to provide a holistic view of expenses, user activity, and approval workflows. This enables teams to quickly identify trends, flag anomalies, and coordinate follow-up actions—all from within Tonkean's unified process experience.
Regulatory compliance and audit readiness require real-time visibility into expense activities. The Search Concur Agent leverages Tonkean's intelligent request classification and process optimization features to automatically surface relevant insights, such as high-risk expense groups, frequent policy violations, or user access anomalies. These insights can be routed to the appropriate stakeholders via email, Slack, or Microsoft Teams, ensuring that compliance teams are always in the loop and able to act quickly.
Tonkean's composable architecture means the Search Concur Agent can be easily integrated with your existing enterprise tools, such as Workday, Salesforce, or Jira. This allows operations professionals to orchestrate cross-system workflows—like syncing Concur expense groups with HR records or triggering automated approval cycles—without writing a single line of code. Explore more about Tonkean's no-code process builder to see how you can customize workflows to fit your unique business needs.
During month-end close, finance teams are under pressure to reconcile expenses, validate reports, and ensure all transactions are accounted for. The Search Concur Agent automates the retrieval and aggregation of Concur data, providing real-time dashboards and actionable insights. This not only accelerates the close process but also improves accuracy and transparency. Learn how Tonkean's ProcurementWorks and ServiceWorks solutions can further streamline your operations.
By automating Concur research and insights, Tonkean empowers enterprise operations teams to focus on strategic initiatives rather than manual data gathering. The Search Concur Agent template is just one example of how Tonkean brings together disparate systems, automates complex workflows, and delivers actionable intelligence—without the need for custom code. Get started with Tonkean today and transform the way your organization manages expense insights and compliance.
