Getting Started with Claimio

Every new account gets a 7-day free trial with full Business-tier access — no credit card required.

1. Go to claimio.org/sign-up
2. Enter your email address and create a password
3. Accept the Terms of Use and Privacy Policy
4. Click "Create Account"
5. You'll be redirected to the onboarding flow where you'll create your organization
6. Enter your Organization Name (e.g., "Acme Ltd")
7. Choose your Default Currency (GBP for UK businesses)
8. Click "Create Organisation" to finish setup

If you want to pay employees instantly via Stripe, you'll need to connect your Stripe account. If you prefer manual bank transfers, you can skip this step.

1. From your dashboard, click Settings in the sidebar
2. Click "Connect Stripe"
3. You'll be redirected to Stripe Connect onboarding
4. If you already have a Stripe account, sign in. If not, create one (free)
5. Complete Stripe's verification process (business details, bank account)
6. Once verified, you'll be redirected back to Claimio

Invite employees, approvers, and admins to your organization.

1. Go to Team in the sidebar
2. Click "Invite Member"
3. Enter their email address
4. Select their role:
   • Employee — can submit expense claims only
   • L1 Approver — can approve claims + submit their own
   • Admin — full access to settings, analytics, integrations
5. Click "Send Invite"
6. They'll receive an email with a link to create their account

Employees can submit expense claims on the go using the Claimio iOS app.

1. Download the app: Claimio on the App Store
2. Open the app and tap "Sign In"
3. Enter the same email and password you used to create your account
4. You'll see your organization's dashboard

Employees can submit expense claims in seconds using AI receipt scanning.

On iOS App:

1. Tap the "+" button on the home screen
2. Tap "Snap Receipt" and take a photo of your receipt
3. AI will automatically extract merchant, amount, date, and category
4. Review the details and tap "Submit Claim"
5. Your manager will be notified instantly

On Web Dashboard:

1. Click "New Claim"
2. Upload a receipt image or PDF
3. AI will extract the details (or enter manually)
4. Click "Submit"

Mileage Claims:

1. Tap "+ → Mileage Claim"
2. Enter start and end location (or use GPS tracking)
3. Distance and reimbursement automatically calculated at HMRC rates (45p/25p)
4. Submit

Admins and approvers can review and pay claims from the web dashboard or mobile app.

1. Go to Dashboard → Pending Claims
2. Click on a claim to review the details and receipt image
3. Click "Approve" or "Reject"
4. If Stripe is connected:
   • Click "Pay Now" and choose your payout method:
   • Instant (2.5% + 20p fee): Money arrives in employee's bank in ~30 minutes (requires employee to have Instant Payouts enabled)
   • Standard (1.5% + 20p fee): Money arrives in 2-7 business days
   • Employee receives a notification either way
5. If Stripe is not connected:
   • Approved claims appear in Analytics → Export
   • Download CSV/Excel and process payouts manually via your bank
   • Mark claims as "Paid" once completed

Sync approved claims to Xero, QuickBooks, or Sage automatically (Business plan only).

1. Go to Settings → Integrations
2. Click "Connect" next to Xero, QuickBooks, or Sage
3. Sign in to your accounting software and authorize Claimio
4. Once connected, go to Analytics → Export
5. Select the claims you want to export
6. Click "Export to Xero" (or QuickBooks/Sage)
7. Claims will be pushed as bank transactions with all the details