Month end waits for whoever chases the receipts. That has always been you.
Groot reads each claim as it arrives, flags duplicates and policy exceptions, matches the e-invoice back to the expense it belongs to, and hands the month to SQL Accounting or Master Accounting.
Nothing posts, pays, or sends without you.
Two rules changed on 1 January 2026, and both of them push work onto the person who approves the claim rather than the person who issues the invoice.
employees are required to request for the e-Invoices to be issued to their employer for proof of expense, to the extent possible.
Section 6 also says the employee should first check with the supplier whether the e-Invoice can be issued in the employer's name. The person least equipped to remember is the person the rule sits on, and the gap arrives at your desk.
Any single transaction with a value exceeding RM10,000.
Table 3.6, all industries, from 1 January 2026. The supplier now has to capture buyer details per transaction, which means more documents to match back to more claims.
clearly stated in the employer's policy
Section 6.5 lets a business use an e-Invoice issued in the employee's own name, or existing supporting documents, as proof of expense. It applies only where the perquisites and benefits are clearly stated in the employer's policy. If your policy is silent on the subject, you are leaning on a concession you have not met the terms of.
We could not find a provision that penalises a buyer for failing to request an e-Invoice. The duty to issue sits with the supplier. What weakens is the proof behind the deduction, which is a conversation you have with your auditor rather than with a penalty notice.
Quotations are from the Inland Revenue Board of Malaysia e-Invoice Specific Guideline and e-Invoice Guideline, at the versions current when this page was written. This is general information about published guidelines, not tax advice. Groot is not a licensed tax agent. Read the e-Invoice Specific Guideline, or our walkthrough of the RM10,000 rule.
You already know this list. It is here so the next person who reads it understands what you have been absorbing.
Collect the claims, chase the ones missing a receipt, and check each one against the policy.
Check every receipt against the last few months so the same lunch is not claimed twice.
For anything that needs an e-invoice, send the buyer back to the merchant, then keep a list of who has not done it.
When the e-invoices arrive, match each one to its claim by supplier, amount, and date.
Key the approved claims into SQL Accounting or Master Accounting, then reconcile.
Groot does the collecting, the checking, the matching, and the keying. You do the approving, which is the only step that needed you in the first place.
Capture, check, approve, and hand off in one controlled flow. Approvals come to you with the reasons attached.
OCR/VLM extracts vendors, tax, line items, totals, and categories from receipts and invoices.
Approvers see duplicate checks, policy flags, and exception reasons before anything moves forward.
Ask Groot to prepare reports, find overdue approvals, or draft the next step. You confirm before it posts.
Send reviewed, mapped data to SQL Accounting, Master Accounting, or your existing export workflow.
Three demos: the duplicate check on a claim, the AP review queue, and the e-invoice pulled back from the merchant portal.
Upload a receipt, let Groot read every field, suggest a category, check duplicates, and route it for approval.
Groot prepares actions, learns from corrections, and keeps every write under your control.
Pull reports, prepare proposals, check approvals, and run reconciliations from one conversation.
Vendor aliases, category choices, and matching feedback improve future suggestions for your workspace.
Groot shows the impact and asks the right person to confirm before anything posts.
Approved data leaves Groot as import-ready files with your own codes already mapped, so the accounting system stays the system of record.
Move approved finance data into SQL Accounting without retyping it.
Export clean transaction and master data in formats your team can review.
Let an agent open merchant portals, fill buyer details, and retrieve the e-Invoice.
Receipts, claims, duplicates, approvals, reimbursements.
AP intake, sales invoices, customers, vendors, statements.
GL, journal entries, periods, bank reconciliation.
P&L, statements, AR/AP aging, scheduled reports.
Catalog, item matching, price history, stock links.
Leave, attendance, timesheets, and manager workflows.
Your financial data is encrypted, isolated to your business, and yours to export at any time. Here is exactly how we handle it, in plain terms.
Everything moves over encrypted connections, and your data is encrypted at rest. Receipts, invoices, and statements sit in a private store that is never publicly reachable, served only through short-lived signed links that expire in minutes.
Every request is authorization-checked against your business membership before a record is read or written, guarded by an automated regression suite, so one business can never see another business's books. Access inside your business is role-based.
The agent runs under short-lived, downscoped, per-user permissions, never a master key, and asks you to confirm before any money-moving action. The language model never touches the numbers; a deterministic engine computes, validates, and posts every entry.
Malaysia financial and tax records are generally kept for seven years. Singapore records are generally kept for at least five years. Other personal data is deleted or anonymized when it is no longer needed.
Export your data at any time, both a personal copy and a full business export. Ask to delete your account and we delete or anonymize data that is no longer needed, keeping only what a legal or business requirement still covers. You are never locked in.
Groot runs on infrastructure audited by the providers who operate it: authentication by Clerk, payments by Stripe (PCI DSS Level 1, so we never store your card numbers), hosting on AWS and Vercel, our database on Convex. We follow PDPA-aligned procedures for retention, data-subject rights, and breach notification.
Wondering what happens to your data once it leaves your screen, or what "shared with third parties" actually means? Read the full security and privacy page.
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