Automated Travel and Expense Management and Invoicing Solution

RFI Released: March 26th, 2026 at 1:00 PM EDT

RFI Open: March 26th, 2026 at 1:30 PM EDT

RFI Close: April 10th, 2026 at 3:00 PM EDT

Implementation Phase 1 (Discovery & Design): Weeks 1–2

Implementation Phase 2 (Configuration): Weeks 3–4

Implementation Phase 3 (Integration & Data Migration): Weeks 5–6

Implementation Phase 4 (UAT & Remediation): Weeks 7–8

Implementation Phase 5 (Training & Change Management): Weeks 7–9

Implementation Phase 6 (Go-Live & Hypercare): Weeks 10–12

This Request for Information (RFI) seeks proposals for an automated travel and expense management and invoicing solution to support affordable housing operations serving over 26,000 low–income households. The solution should provide a comprehensive pre-approval workflow, ensuring that all pre-trip approvals are automated and aligned with Atlanta Housing's travel policies.

The system must facilitate conference and training registration through automated workflows, as well as integrate seamlessly with airline and hotel booking systems to support preferred vendors, travel policies, and necessary approval workflows. In addition, full-service travel management company (TMC) services are required to ensure policy compliance, handle complex itineraries, group travel, emergency changes, and deliver traveller tracking and risk alert duty-of-care services.

Invoice automation capabilities should include centralized intake via a designated email address, intelligent automated routing for approval based on cost centre, project, or policy rules, and automated parsing and validation of invoice data. Integration with the Yardi platform is essential, as is the ability to flag duplicate or missing information through exception handling.