Automating tax invoices removed the month-end crunch
심플리 임윤희님
Read story (Korean) (opens in a new tab)Expense reports
Keep a clear record of every expense request and approval
Record spend requests and approvals in one place. Carry it through to project budgets and transfer preparation.
01Product
Budget control and transfer prep in a single flow.
Track the trail from request to approval
Submit an expense report and get it approved. The record shows who handled it and when, from request through approval.
Prevent overspend with per-project budget limits
Set a budget limit per project and compare each request against the remaining budget as it comes in.
Verify account numbers and holders before you send
Bolta looks up the account number and holder name at request time so you confirm the payee before transferring.
Export approved requests as a bulk transfer file
Collect approved requests and download them in the format your bank needs for bulk transfers.
02What changes
Here is what changes
Before
Dig up who approved what, and when
With Bolta
Every step from request to approval stays on record
Before
Find out about overspend after the money is gone
With Bolta
Compare each request against the remaining budget as it arrives
Before
Copy approved requests into the bank file one by one
With Bolta
Download approved requests as a bulk transfer file at once
03Customer stories
What teams say after moving their invoicing to Bolta
“A task that took 10 minutes now takes one. Our efficiency has more than doubled.”
Twice the output: how one team issues invoices and tracks receivables
팀스파르타 재무회계팀
Read story (Korean) (opens in a new tab)
How Team Sparta rebuilt expense approvals around Bolta
팀스파르타 재무회계팀
Read story (Korean) (opens in a new tab)
A simpler way for finance teams to issue Korean tax invoices
인에디트 염창엽님
Read story (Korean) (opens in a new tab)04Keep exploring
Related features and APIs
- Transaction managementLet AI reconcile tax invoices against bank activity. See outstanding receivables and payables by counterparty on one screen.
- Reverse issuanceThe recipient fills in the details and sends them to the supplier, who approves without creating an account.
- Tax invoice issuanceStart billing on time with scheduled and recurring issuance. Every invoice flows straight into payment matching and receivables tracking.
Connect it inside your service with the API
- Bank account holder APINot every account you need to check is an ordinary bank account. Verify account holders using bank and account details, including virtual accounts that require a designated amount.
- Bank account transactions APIDownloading bank files and copying them into internal records repeatedly? Bring transaction data from your company's Bolta-connected accounts into your own system.
FAQ
Still have questions?
Look through the answers below. If you need something more specific, send us an inquiry.
How is this different from how we do expense reports today?
Bolta connects the request, its evidence, and the approval history on one screen.
We already use a groupware tool. Do we need this too?
Use Bolta expense reports when you need to manage them alongside tax invoices, transactions, and payment requests.
What bulk transfer format do you provide?
Download approved payment requests as a bulk transfer file for supported banks.
Are approvers notified when a report is submitted?
Yes. Bolta notifies the people who need to see submission and approval status.