Find Eligible Expenses in a haystack and optimize healthcare spending, with Expense Scout

Introducing Expense Scout, an automated reimbursement feature, and smart alternative to digging for crumpled receipts or combing through old credit card statements.

Enhanced Reimbursement Experience

Today’s vast payment landscape allows employees to make monetary transactions in a variety of ways. However, the hidden cost of this flexibility may be missed opportunities for reimbursement on HSA-eligible expenses. 

Whether an employee forgot their HSA debit card, preferred to use their rewards card, or simply didn’t know an expense was HSA-eligible, the end result is the same: spend extra time and energy to submit a manual submission, or miss out on the savings altogether.

Lively is committed to helping employees optimize healthcare spending. In addition to our intuitive expense submission and reimbursable bank features, we have enhanced the process with “Expense Scout,” which proactively surfaces eligible expenses for reimbursement that may otherwise be overlooked. 

How It Works

Expense Scout is an optional feature and can be set up in a few quick steps within the Lively platform:

  • Employee securely links external accounts they’d like to be reviewed
  • Lively automatically identifies potential eligible expenses and presents them for confirmation
  • Employee reviews each expense and has the option to reject or easily submit for reimbursement

Pay With Confidence

There are many things employees cannot control when it comes to healthcare spending. But with Lively, employees have the freedom to pay for their healthcare in the manner of their choosing, and the confidence of knowing they are maximizing the benefits of their HSA.

Disclaimer: the content presented in this article are for informational purposes only, and is not, and must not be considered tax, investment, legal, accounting or financial planning advice, nor a recommendation as to a specific course of action. Investors should consult all available information, including fund prospectuses, and consult with appropriate tax, investment, accounting, legal, and accounting professionals, as appropriate, before making any investment or utilizing any financial planning strategy.

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