Mobility professionals discussing relocation expenses, tax, and compliance
Financial accuracy for your program

Relocation Expense, Tax & Compliance Management

Accurate numbers, compliant payouts, and reporting you can take straight to leadership, without your team chasing receipts or tracking tax-code changes.

  • 100% of expenses audited
  • 97% estimate accuracy (within 10%)
  • 98%+ invoicing accuracy SLA
Professional reviewing relocation expenses with a calculator and financial documents

The Financial Engine Behind the Move

Transferees submit expenses in the Companion® portal and get reimbursed on time.
Behind the scenes, CapRelo tracks every cost against the approved budget, and
CoreTech™ turns the data into program-level insights HR can share with leadership.

Audited. Compliant. Reportable.

Four controls work together so errors are caught before they reach a paycheck or a budget review.

  • 100% Expense Auditing

    Each expense report and supplier invoice is checked against your policy, approved exceptions, and past submissions, which catches duplicates before they’re paid. A dedicated specialist reviews every item, and a senior reviewer signs off before any reimbursement goes out.

  • Tax Gross-Up

    Gross-up is calculated for each client’s policy and recalibrated whenever tax law changes. The same discipline carries into home sale programs, which are structured as non-taxable events.

  • Policy Compliance

    Companion® automatically flags any expense that goes over policy or budget limits. Consultants also set expectations from the first counseling session, walking transferees through what’s covered and how to request an exception.

  • Reporting for HR Teams

    Standard reports keep program performance visible, and CoreTech™ adds AI-generated, program-level insights on top of the raw numbers. That lets you show leadership both what the program costs and what it delivers.

FAQs