Keep project records current
Carry approved staffing, dates, and client-code changes across engagement and finance systems.
Professional Services
More time with clients. Less time on the admin.
Your people should be focused on the engagement, not chasing bookings, receipts, and project codes. Monarch connects AI to the travel, finance, and internal systems behind the work, so an agent can carry the task through.
Example workflow
From a client trip to a reconciled expense.
One request connects the engagement, travel arrangements, and expense record. Your team handles the decisions that need judgment.
The request
“Arrange my client visit and prepare the expenses against the engagement.”
Establish the trip
Bring together the engagement code, destination, dates, and the traveller’s requirements.
Prepare the arrangements
Find travel options against firm policy and the engagement budget. Route exceptions to the right approver.
Book and collect
Complete approved bookings, retain confirmations, and match receipts to the trip as they arrive.
Reconcile the expense
Prepare the expense report with project codes and supporting records. Submit after review and check its status.
The result
The trip and expense records stay connected to the engagement. Missing receipts and policy exceptions reach the right person.
Connected systems
- Travel booking
- Expense platform
- Engagement records
- Finance & ERP
Across the business
Across the life of an engagement.
Prepare billing
Bring time, expenses, and agreed terms together so the engagement team can review the invoice.
Follow up on exceptions
Find missing receipts, unresolved approvals, and mismatched codes, then prepare the next action.
People in the loop
Keep your team focused on the client.
Monarch connects the travel, expense, and engagement records behind the work. Your team keeps the client relationship and decides how to handle budget, policy, and delivery exceptions.
Why Monarch
Use AI across the systems you already have.
Reach beyond public APIs
Discover and verify operations inside legacy and internal applications, using the access your connected accounts already have.
Complete work across teams
Give people shared workflows or personal agents that can take action across the systems behind a business process.
Keep workflows working
Self-healing access repairs and re-verifies affected operations when applications change, reducing the connector maintenance your engineers carry.
Enterprise controls, built in.
Keep client records and engagement access scoped to the team. Retain approval for spending, policy exceptions, and client-facing changes, with source records available for review.
- Access
- Your roles and permissions
- Deployment
- Hosted or customer-cloud options
- Models
- Your approved models
Further reading
Practical guides
Start with the work between client meetings.
Bring us a travel, expense, or engagement workflow. We’ll map the systems involved and agree what a useful first result looks like.
We got your email. We'll reach out shortly to set up time.