Effortless Expense Claims
with AI at KPMG

My Role

I designed the employee-side chatbot experience, collaborating closely with senior UI/UX designer Eng Jia Yi, who focused on the admin (claim manager) dashboard to ensure a smooth claim review and approval process.

Problem

At KPMG, employees were struggling with an outdated, manual expense claim system that was slow, error-prone, and inefficient. Employees often worked under tight schedules and found it challenging to submit claims on time, track policy limits, and follow reimbursement processes, which resulted in frustration and increased compliance risks.

The challenge

How might we leverage AI to make expense claims faster, easier, and more compliant for both employees and approvers within KPMG?

Solution

To address these challenges, we designed an AI-powered chatbot integrated with Microsoft Teams, a tool employees already use daily. This integration allowed us to streamline and accelerate the reimbursement journey by:

For claim managers, we provided a dedicated dashboard to facilitate the efficient review and approval of claims. This solution ensured a seamless, efficient, and compliant process for both employees and approvers.

Outcome

ClaimNow has been used in multiple innovation workshops at KPMG Digital Village to showcase the power of AI-driven value creation.