Case Study: FiscalNote achieves 6x faster expense reporting and 5x team scalability with TravelBank

A TravelBank Case Study

Preview of the FiscalNote Case Study

As FiscalNote’s Staff Grew by 5x, TravelBank Scaled with Ease

FiscalNote, the government relationship management platform, faced inefficient, manual expense reporting using Microsoft Excel as it scaled rapidly. Seeking to automate approvals, reduce payroll work, and better manage travel budgets, FiscalNote partnered with TravelBank and adopted TravelBank’s expense tracking and rewards platform to replace their Excel-based processes.

TravelBank implemented automated expense reporting, approval workflows and a rewards feature that lets employees share savings, with algorithms FiscalNote found highly accurate. The result: processes became about 6x faster than Excel, the system scaled smoothly as FiscalNote grew more than 5x, department heads gained better control of travel spend, and finance received near–ready-to-process reports—backed by strong UX and responsive TravelBank support.


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FiscalNote

Marshall Thomason

Controller


TravelBank

8 Case Studies