AI expense management for growing teams

Turn expense chaos into instant clarity

Erickson Platform puts receipt capture, policy checks, reporting, budget analysis, and forecasting in one place. It cuts manual work fast and gives your team current numbers they can use.

92% faster processing Teams move from paper and email to reviewed reports in minutes.
SOC 2 ready security Bank-grade controls protect financial data at every step.
Connects to your stack Works with QuickBooks, Xero, NetSuite, and more.
Local support in Holland Talk to a customer success team that knows Midwest operations.
Finance team reviewing AI expense dashboards on a bright office monitor with receipt data and budget charts
Live spend control
2B+ expenses processed annually across the platform
4.9/5 G2 rating from busy finance teams
15,000+ active users managing spend daily
20 hours saved each week for many finance teams

Trusted in the Midwest

Trusted by growing businesses across Holland and beyond

The platform fits teams that want cleaner books, fewer policy exceptions, and quicker month-end close. It is built for businesses that need business expense tracking to stay tight as they grow.

Leading Construction Firm
Regional Healthcare Network
Midwest Advisory Group
Cloud Infrastructure Team
Leading Construction Firm
Regional Healthcare Network
Midwest Advisory Group
Cloud Infrastructure Team
SOC 2 Certified
Security controls for financial data
Top Rated on G2
High marks from finance users
Holland Chamber Member
Local support with real contact
Saved us 20 hours a week
A customer note from Holland, MI

Core services

Everything you need to manage business spend

Each tool handles a real job. Use one module or the full set. The cards below show the work finance teams ask for most.

AI Expense Tracking

Capture receipts, match card charges, and sort spend with rules that learn from your team. Less typing. Fewer errors.

Automated Reporting

Build policy-checked reports without the back-and-forth. Managers see what needs approval and what is ready to post.

Spend Optimization

Spot repeat waste, late submissions, and vendor drift. The dashboard shows where cash leaks and what to fix first.

Budget Monitoring

Track department and project budgets in real time. Get a clear view when spending starts moving off plan.

Financial Forecasting

Use live expense patterns to shape next quarter's numbers. Forecasts stay tied to real activity, not stale spreadsheets.

Project & Field Tracking

Keep job costs clean for field crews, project managers, and mobile teams. Tag spend by site, role, and task on the go.

Industry fit

Built for how you work, by team type

Some teams track jobs. Some track compliance. Some track subscriptions. Pick the view that matches your work and keep the rest out of the way.

Field & Project Services

Project-based firms cut job-cost errors by 68% when receipts, tools, fuel, and subcontractor spend are tagged at the source.

What changes

Foremen capture costs on mobile, managers approve them, and the office gets cleaner job-cost reports.

Savings estimate

See what AI automation can return each year

Use the sliders to model your team. The math updates as you move them. It is a plain estimate, good enough to show where the time and money go.

80 employees
180 reports
18 minutes
67%

Estimated annual time saved

648 hours per year

Hours reclaimed 648
Estimated labor value $23,328
Reports handled 2,160
Review time left 6 min

Real results

Real results from real businesses

These stories are what finance teams care about. Less close time. Fewer penalties. More billable hours back on the clock.

Construction team

50-person firm

The month-end close dropped from 5 days to 1 day after project-based expense tracking replaced paper receipts and email approvals.

Key metric

Monthly close is 80% faster.

Telehealth provider

Compliance-heavy care team

Travel and CME reporting now lands in the right category the first time. That cut $12k in annual compliance penalties and removed a stack of cleanup work.

Key metric

Penalty costs dropped by $12k a year.

Marketing agency

Regional team with billable work

Receipt capture stopped eating billable time. The team got back more than 15 hours each month, and project spend is easier to show in client reviews.

Key metric

15+ billable hours recovered per month.

Process

From receipt chaos to boardroom clarity in 4 steps

Each step removes a small pile of work. Taken together, they change how fast finance can close, review, and plan.

Capture

Snap a receipt or sync a card. AI pulls the details immediately.

Categorize

Smart rules assign GL codes, projects, and compliance tags without guesswork.

Report

Reports are built, checked, and routed for approval in one flow.

Optimize

Dashboards show wasteful spend and point to the next budget move.

People behind the platform

Meet the minds behind the machine

Erickson Platform is based in Holland, Michigan, and the team knows what local businesses need. Short lines. Clear answers. Real follow-through.

Macklyn Blasinski

CEO, fintech background

Built the platform after seeing how much time finance teams lose to receipt cleanup, approvals, and month-end fixes.

Yujian Sosne

CTO, AI and machine learning

Designs the models that read receipts, spot outliers, and learn your policy rules as the system grows.

Shalyce Duende

Head of Customer Success

Drives onboarding and support from Holland, with a focus on clean setup, fast answers, and steady adoption.

What customers say

What our customers say

A few straight answers from finance, operations, and control teams that use the platform every day.

Sarah M., Controller

Midwest manufacturing firm

The AI catches duplicate expenses and policy violations before we even see them. Our audit prep time is cut in half, and the team stops chasing missing details.

Why did we choose Erickson Platform?

A clean fit for field teams and finance

Because the setup matched the way our crew already works. Receipts move from phones to reports without extra steps, and our project costs are easier to trust.

Ouk Bongiovanni, Operations Manager

Regional services company

We used to spend Friday afternoons cleaning up expense reports. Now the system does the dull part, and our managers approve only what needs a look.

Questions

Questions about AI expense management

Straight answers for teams that need security, fit, and support details before they move.

Your financial data is handled with bank-grade controls and SOC 2-focused practices. Access is tracked, and permissions stay tight.
Yes. QuickBooks, Xero, NetSuite, and other common tools are part of the setup plan. Your ledger stays in sync.
Yes. Project, site, department, and client tags can all be applied to the same expense, which keeps reporting clean.
You get a customer success lead in Holland, Michigan, plus setup help for policy rules, approvals, and integrations.
Yes. Mobile receipt capture is part of the daily workflow, so crews can send spend data right away without going back to the office.
Many teams see the first time savings in the first month. The bigger return usually shows up when approvals, reporting, and close all move faster together.

Ready to talk

Let’s build a smarter expense workflow together.

Erickson Platform fits a 10-person startup and a 500-employee firm. If your books need less cleanup and your managers need quicker answers, start here.

Address Pickwick Lane, Holland, Michigan 49423, USA