Helvetia was looking for an expenses solution that could do more than just be digital: they needed to simplify their processes and make them fit for the future. Edi, an innovative cloud solution with an AI-first approach, did just that. Its intuitive interface, smart automation, and streamlined processes across all countries were convincing. Within just a few months, two countries went live, and workflows were optimized to significantly ease the workload for employees, managers, and finance teams.

Initial situation

Helvetia wanted an expense solution that was not only digital, but that would really make employees' everyday lives easier. The previous solution showed clear weaknesses in terms of developments and user-friendliness. A modern solution was needed: uncomplicated, automated and fit for the future. This is exactly what Edi - Expense Intelligence offered.

Project

HR Campus supported Helvetia from conception to go-live. Right from the start, the intelligent Edi expense solution impressed with its intuitive operation, smart credit card integration and automated workflows that noticeably simplified the process. Switzerland and Germany went live in just six months - including compliance rules, IT security and country-specific requirements such as German per diems. At the same time, Helvetia used the project to optimise processes so that they are future-proof, efficient and firmly anchored in governance.

«Edi makes life easier for everyone: employees love the simple recording process, managers appreciate the flexible approval process from anywhere, and the finance department benefits from maximum automation.»

Sarina Manetsch, Finance department
Helvetia Versicherungen AG

Results

Today, the expenses process is noticeably simpler. Employees record their expenses on the go in the app, take photos of receipts and Edi Expenses automatically checks compliance with the rules. Approvals can be made flexibly from anywhere, while the finance team is relieved thanks to automated bookings and credit card settlements. Helvetia saves time, reduces errors and retains full transparency.

Details 

Company: Helvetia Versicherungen AG
Industry: Insurance
Company size: Large

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