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Procurement and expenses · Available

SAP Concur for Claude, ChatGPT and Copilot

A report sent back for changes is one of the most common SAP Concur questions. Travellers, approvers and finance can now ask Claude, ChatGPT or Copilot about it, and about travel requests awaiting approval, cash advances still open, itineraries for an upcoming trip and spend by expense type. Access follows cost centers and countries. SAP Concur comes online through a guided pilot with your travel and expense owner.

Start a pilot What it can do
Status
Available
Setup
Guided pilot with your team
AI assistants
Claude, ChatGPT, Copilot Studio
Access
By role, view only or with approvals

Ask in a sentence

What can your team ask SAP Concur?

Questions from consultant, practice director, travel manager and others, answered from live SAP Concur data and only for the people allowed to see them.

Records it works with

  • Expense reports
  • Travel requests
  • Cash advances
  • Trips
  • Expense types
  • Invoices
  • Approvals
  • Consultant

    “Why was my expense report for the Frankfurt client visit sent back, and what needs fixing?”

  • Practice director

    “Which travel requests for next month are waiting for my approval, and what is their estimated cost?”

  • Travel manager

    “How much did we spend on hotels in London against the nightly limit this quarter?”

  • Expense auditor

    “Which expense reports this month claim meals over the per diem for that country?”

  • Payroll accountant

    “Which employees have cash advances open for more than 60 days?”

  • Cost center owner

    “What did cost center 3100 spend on airfare compared with last year?”

Changes, governed

What the assistant can prepare in SAP Concur

The assistant never saves on its own. It prepares the change, the person checks the preview and confirms, and anything above your limits waits for an approver.

  1. 1 Prepare The assistant drafts the change from the request.
  2. 2 Preview and confirm The person sees exactly what will change.
  3. 3 Approve Above your limits, a second person decides.
  4. 4 Saved and logged Written to SAP Concur under a named person.

  • Create a travel request for a client trip

    Requests over £3,000 or for business class need the practice director.

  • Fix the expense type on a returned report and resubmit

    The employee confirms the preview; changes over £500 go back to the approver.

  • Prepare a cash advance for an international assignment

    Every cash advance needs a second approver in finance before it is issued.

Example rules. During the pilot you set the limits, the approvers and which roles may prepare each change.

Why it needs care

Governance built for SAP Concur

Concur knows where employees travel, their personal preferences and the account each reimbursement goes to. Itineraries are personal data. Managers only see what their approval role needs, and every cash advance is checked by a second person in finance before it is issued.

Security and data handling

  • Sign-in by work email

    Only people you invite, with a one-time code. No shared logins.

  • Roles per tool

    Each role reaches only the SAP Concur records it needs.

  • View only, if you prefer

    Admins can keep a connection to lookups with one switch.

  • A preview first

    Every change is shown in full before anything is saved.

  • Approval rules

    Above your limits, a second person approves the change.

  • One audit log

    Every request tied to a named person, ready for review.

Setup

How SAP Concur gets connected

We connect SAP Concur for your team in a guided pilot, on the same gateway every app uses. No code on your side.

  1. 01

    Agree the questions

    We list the SAP Concur questions and changes your team needs, and who may use each.

  2. 02

    Connect with your admin

    Your SAP Concur administrator creates a dedicated integration user with only that access.

  3. 03

    Test with your people

    A small group tries it in Claude, ChatGPT or Copilot while we tune the tools.

  4. 04

    Roll out with rules

    Roles, approval limits and the audit log are in place before everyone joins.

Then people use it from the assistant they already have

SAP Concur questions

Can travellers see their itinerary through the assistant?

Yes, if trips are in scope. Travellers can ask for flight times, hotel bookings and confirmation numbers for upcoming trips, while managers only see what their own approval role needs.

Does it follow our Concur expense policies?

Yes. Reports the assistant prepares still pass your Concur audit rules and approval flow. The assistant can also explain a policy exception in simple terms before the report is sent.

Can it work with Concur Invoice?

If you use Concur Invoice, AP staff can ask about invoices awaiting approval or payment under their own role, kept separate from employee expense reports and from all travel booking data.

Does mcpbizapps keep a copy of our SAP Concur data?

No. When someone asks a question, mcpbizapps reads the answer live from SAP Concur through a dedicated integration user and returns it without storing it. The audit log records who asked, which tool ran and the result, with personal fields and free text removed.

SAP Concur is a trademark of its owner. mcpbizapps is not affiliated with SAP; the name describes the connection only.

Related

Often connected alongside SAP Concur

All Procurement and expenses apps

Part of Finance and accounting: Ledgers, planning, spend, billing, tax and cash.

Start

Bring SAP Concur into your AI assistant

Tell us how your team uses SAP Concur, and we will plan a guided pilot around your own questions.

  • We agree the tools and approval rules with you
  • Your admin creates the integration user; no code
  • Business data is read live and not stored

Start a SAP Concur pilot

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