Role-Based Programme
RB1731

AI-Powered Travel & Expense Coordination

Smarter Business Travel, Expense Control & Workflow Automation

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Duration
32 Hours
Level
Advanced
Delivery
Instructor-Led
Format
Capability Development

Programme Objectives

  • Develop advanced capability to apply AI across business travel planning, itinerary coordination, booking support, traveller communication, expense documentation, reconciliation, and reporting.
  • Use AI to analyse travel requirements, policies, itineraries, invoices, receipts, expense claims, vendor information, and travel-related data.
  • Build repeatable AI-assisted workflows for travel requests, approvals, booking coordination, itinerary changes, expense submissions, exception handling, and reimbursements.
  • Apply AI to improve travel-policy compliance, expense visibility, cost control, traveller experience, and administrative productivity.
  • Design responsible AI-enabled Travel & Expense workflows with appropriate controls for privacy, financial accuracy, approvals, security, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AIOCR & Receipt ExtractionSpreadsheet & Data AnalysisCommunication AITravel Planning AIWorkflow AutomationReporting & Dashboard Tools

Who should attend

  • Travel Coordinators
  • Travel Desk Executives
  • Administration Executives
  • Administration Managers
  • Expense Coordinators
  • Corporate Travel Professionals
  • Office Coordinators
  • Executive Assistants
  • Corporate Services Professionals
  • Facilities & Administration Professionals
  • Travel Operations Professionals
  • Expense Management Professionals
  • Finance Operations Coordinators
  • Business Support Professionals
  • Travel & Administration Team Leads

Prerequisites & Participant Readiness

  • Working knowledge of business travel, administration, expense coordination, or employee-support activities
  • Familiarity with travel requests, bookings, itineraries, expense claims, invoices, receipts, or reimbursement processes
  • Basic proficiency with spreadsheets, documents, email, and workplace productivity applications
  • No previous AI course attendance required
  • No programming background required

TOC Modules

Concepts
  • Understanding Generative AI, document intelligence, analytical AI, and workflow automation
  • Mapping the corporate travel and expense lifecycle from request to reimbursement
  • Identifying AI opportunities across planning, booking support, communication, claims, and reporting
  • Understanding AI assistance versus authorised travel, financial, and policy decisions
Practical activities
  • Mapping an existing Travel & Expense workflow and identifying AI opportunities
  • Comparing manual and AI-assisted coordination activities
  • Building an AI opportunity matrix for recurring travel and expense tasks

Scenarios

Business Travel Request to Expense Closure

Travel Request → Policy Check → Approval → Travel Options → Booking Coordination → Itinerary → Trip → Expense Documents → Claim Review → Reimbursement Summary

Participants use AI across a simulated business-trip lifecycle to structure travel requirements, support policy-compliant planning, coordinate traveller communication, organise expense documentation, and prepare a final Travel & Expense summary.

Travel & Expense Data to Cost Optimisation Plan

Travel Spend + Vendor Data + Policy Exceptions + Booking Patterns → AI Analysis → Cost Drivers → Compliance Gaps → Optimisation Opportunities → Management Action Plan

Participants analyse sample Travel & Expense information to identify cost patterns, recurring policy exceptions, vendor opportunities, and process improvements, then prepare a management-ready optimisation plan.

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