Case Study: Metzler Bank achieves faster approvals and lower costs for expense reporting with JobRouter

Automated Expense Report Processing with JobRouter Digital Process Automation

Metzler Bank faced a costly, inflexible and user‑unfriendly expense accounting system with high configuration and license fees, and wanted a solution that could be configured and administered in‑house to speed approvals and reduce admin effort. Because Metzler Bank was already using the JobRouter digital process automation platform successfully for other processes, they decided to move expense report processing to JobRouter.

JobRouter implemented a configurable workflow that mirrors Metzler Bank’s rules—category‑based expense entry, automatic currency conversion, contextual help, approval limits, PDF cover‑sheet generation, integration with bookkeeping and archiving, and status search for employees. The JobRouter solution now handles roughly 100,000 instances per year, delivering cost savings versus the old system, reduced throughput times and administrative effort, faster approvals, improved process quality, transparency and higher employee satisfaction.

Metzler Bank

Benjamin Metzler

Founder