Expense Application

Compliant expense management built for NetSuite - HCP validation, Sunshine Act reporting integration, mobile receipt capture, and real-time NetSuite sync with zero manual data re-entry.

Web and Mobile

Expense submission channels

Submit from browser or mobile app from any device

100%

HCP spend validated

CMS lookup runs at submission - no separate database required

Real-Time

NetSuite sync on approval

Approved reports post to GL immediately with no manual entry

Zero

Manual data re-entry

Every field flows from submission through to NetSuite automatically

Overview

Expense management that handles HCP compliance without a separate tool

Life sciences and healthcare companies have a compliance dimension to expense management that general-purpose tools were not built for. HCP spend needs to be validated against CMS records, tied to physician IDs, and reported under the Sunshine Act - requiring a manual reconciliation step that adds days to close.

The Archer Expense Application handles the full expense lifecycle natively inside NetSuite. Employees submit reports via web or mobile, snap receipts directly in the app, and trigger an integrated CMS HCP lookup that validates healthcare professional spend at submission time.

Approval workflows route reports through your defined hierarchy with automated alerts for overdue items. Once approved, the report syncs to NetSuite's GL in real time. Finance gets live dashboards showing report status, spend trends, and compliance flags - with no manual data re-entry at any step.

Key features

Built natively inside NetSuite.

No integrations to configure. No external vendors to manage. Every capability lives where your operations run.

Submission

Web and mobile expense entry

Submit expense reports via browser or mobile app. Receipt images snapped and attached during expense creation.

Compliance

CMS HCP lookup and validation

Integrated CMS HCP lookup validates healthcare professional spend and association at submission. Sunshine Act compliance enforced before approval.

Workflow

Configurable approval routing

Route reports through managers, department heads, and cost centers. Automated overdue alerts keep approvals moving without manual follow-up.

Controls

Policy enforcement

Rules enforce spend limits, expense categories, and date ranges before reports enter the approval queue. Policy violations flagged at submission.

Reporting

Real-time NetSuite sync

Approved reports sync to NetSuite GL in real time. Finance dashboards show expense summaries, spend trends, and compliance flags org-wide.

Compliance

Sunshine Act integration

HCP-linked expense data flows directly into Sunshine Act reporting. Eliminates the manual aggregation step from expense system to CMS report.

How it works

From setup to live in days, not months

Configurable without custom coding. Every step runs inside your existing NetSuite instance.

  1. 01

    Employee creates expense report

    Web or mobile submission. Receipts snapped and attached directly in the app. Unique Expense Report ID assigned automatically for NetSuite tracking.

  2. 02

    HCP lookup validates spend

    Integrated CMS HCP lookup validates healthcare professional spend and association at submission time - no separate HCP database subscription required.

  3. 03

    Report routes through approval workflow

    Configurable workflows route reports through managers, department heads, and cost centers with automated overdue alerts and full audit history.

  4. 04

    Approved report syncs to NetSuite

    On approval, the expense report syncs to NetSuite's GL in real time. No manual journal entries. No re-keying of data.

  5. 05

    Sunshine Act compliance maintained

    HCP-linked spend flows directly into Sunshine Act reporting. Compliance flags surface exceptions before they reach the CMS submission.

Who it is for

Built for FDA-regulated companies on NetSuite

Life sciences and healthcare teams that need enterprise-grade capabilities without leaving NetSuite.

Pharma

HCP meal and event expense reporting

Pharmaceutical companies with field sales teams incurring physician meal and event expenses need HCP-validated expense reporting tied to Sunshine Act compliance.

Biotech

Clinical and research expense management

Biotech companies managing clinical trial expenses and investigator payments need compliant expense capture with real-time NetSuite integration.

Medical Device

Physician consulting and training expenses

Device companies with physician consulting programs need CMS-validated expense reporting to ensure consulting fees are accurately reported under Open Payments.

Specialty Pharma

Speaker program and advisory board expenses

Specialty pharma companies running speaker programs need HCP validation at the expense entry level to prevent submission errors in annual CMS reporting.

CRO

Investigator site expense tracking

CROs managing investigator site expenses across multiple sponsors need compliant expense management with real-time GL sync and per-study visibility.

CDMO

Travel and vendor expense management

CDMOs with distributed teams and regular client-site travel need mobile expense capture with automated approval routing and NetSuite sync.

Ready to see it live?

Bring Expense Application into your NetSuite environment

Talk with Archer about the workflow, controls, and deployment path for your team.