OPEN BETA
The Travel Agent is a smart tool that streamlines every step of business travel: from policy-compliant flight and hotel booking to automatic payment, invoice generation, and real-time change handling.
It eliminates the back-and-forth that often frustrates travellers, office managers, and finance teams, and works seamlessly within communication channels like Slack.
Common challenges in business travel
Finance teams often face fragmented travel and expense processes, out-of-policy spending, and complex booking tools, which leads to inefficiencies and increased administrative work. The Payhawk Travel Agent solves addresses these challenges by enforcing company policies in real time and providing an intuitive booking experience within Slack. This ensures compliance and ease of use for both employees and finance teams.
Key functionalities
The Travel Agent helps streamline processes and improve efficiency in various cases.
Functionality | Capability |
Enforcing company travel policies |
|
Offering an intuitive booking experience |
|
Automatic payment and invoice generation |
|
How the Travel Agent works for Finance teams
By activating the Travel Agent, Finance teams can streamline travel management and improve compliance through:
Real-time policy enforcement during booking, ensuring all trips are within company guidelines.
Automated payments and invoice generation, with expenses instantly created and receipts attached, eliminating manual reconciliation.
Centralized visibility into travel spend, reducing out-of-policy expenses and simplifying month-end reporting.
How the Travel Agent works for employees
With the Payhawk Travel Agent, employees can easily book compliant business trips using their everyday tools like Slack. The Travel Agent guides users through the booking process using a simple conversational interface and allows them to search, select, and confirm flights and hotels with a few natural prompts.
To get started, employees must first authenticate and connect their Payhawk account, enabling Slack to access the Travel Agent. For more information, see the employee guide to setting up the Slack connection.
The Travel Agent allows employees to:
Book policy-compliant business travels directly in Slack without separate logins or training. Note that the Travel Agent books business travels without requiring a passport or ID card, as such documents will be necessary at a later stage such as during flights or hotel check-ins.
Use Payhawk cards for payment, with receipts and invoices automatically attached to expenses.
Receive real-time updates on booking confirmations, delays, or cancellations.
How the Travel Agent is activated by Payhawk administrators
For the Travel Agent to become active, Payhawk administrators need to:
Connect Payhawk to Slack (or another communication channel) so that employees can directly interact with the Agent through the communication channel.
Enabling the Travel Agent
The Travel Agent feature is available in Payhawk Labs. For more information, see the article on enabling and managing Beta features.
How Payhawk processes your data for the Travel Agent
For more information about how Payhawk processes personal data for the Travel Agent feature, see the following resources:
Global Privacy Policy - Covers personal data for which Payhawk acts as a Controller.
Data Processing Addendum - Covers personal data for which Payhawk acts as a Processor.
Providing feedback during Beta
To provide feedback on the Travel Agent, use either of the following methods:
The Feedback option of the Travel Agent:
Go to Settings > AI Office > Travel Agent.
Click on Send feedback.
Pricing
All Payhawk AI Agents are currently free to use while in Beta as part of Payhawk Labs. For information on pricing after the Beta period, contact your Account Executive or reach out to Payhawk Sales at https://payhawk.com/pricing.