Automate Attendee Matching, Expense Submission, and Sunshine Reporting with Gridlex AI For Biopharma

Posted In | CRM

Field events are valuable touchpoints for biopharma reps, but the post-event admin work is burdensome and compliance-sensitive. This article outlines how Gridlex uses AI to automate the entire workflow: matching attendees to NPIs and licenses, parsing receipts, prorating expenses, and generating Sunshine Act-ready reports. Reps can submit a sign-in sheet or upload a receipt, and Gridlex handles the rest, integrating data into CRM, expense platforms, and compliance records in real time. This reduces manual effort, improves accuracy, and ensures audit-ready Sunshine transparency with no third-party tools or workflows required.

Reps Are Measured by Impact — Not by Time Spent on Admin
 

Every field event in biopharma—speaker programs, lunches, roundtables—represents a strategic opportunity to engage healthcare professionals. But after the event ends, the real drag begins:
 

• Matching attendees to their NPI and state license info

• Logging participation in CRM and MDM

• Parsing receipts and calculating per-attendee meal costs

• Manually submitting expense reports

• Compiling accurate Sunshine Act data for transparency reporting
   

This burden isn’t just inefficient — it’s risky, expensive, and demoralizing.
 

Gridlex Automates It All — With AI Built for Biopharma
 

Gridlex uses applied AI to eliminate these tasks and embed compliance directly into the rep’s workflow. From attendee matching to Sunshine-ready reporting, Gridlex automates the entire process.
 

Flexible Input Options
 

Reps can submit attendee lists via:
 

• Spreadsheet uploads

• Photo of a sign-in sheet

• Gridlex’s digital sign-in form (tablet/mobile ready)
   

No formatting. No prep work. Just submit and move on.
 

AI-Driven NPI & License Matching
 

Gridlex automatically matches each attendee to authoritative NPI and licensing databases. This ensures:
 

• Clean CRM & MDM records

• Regulatory readiness

• Accuracy across downstream systems
   

Automated Expense Parsing & Allocation
 

Reps upload a receipt, and Gridlex:
 

• Extracts totals from the image or file

• Identifies valid, licensed attendees

• Prorates per-attendee cost

• Map expenses to individuals

• Syncs directly to your expense platform
   

Built-In Sunshine Act Compliance
 

Gridlex logs all reportable transfers of value and associates them with the appropriate HCPs. The system validates spend thresholds, highlights exceptions, and generates audit-ready reports for Sunshine Act compliance.
 

Everything happens in real-time, from a single interface, with zero copy-paste and no errors.
 

Reps Gain Time. Ops Gains Accuracy. Compliance Gains Peace of Mind.
 

Gridlex’s AI engine isn’t just intelligent — it’s useful. It gives reps back time, gives ops teams real-time transparency, and gives compliance leaders a full audit trail without delay.
 

• Real-time CRM & MDM updates

• Expense and Sunshine feeds are structured and complete

• No third-party tools or external handoffs

• One click for reps — everything else handled
   

Gridlex doesn’t just automate tasks — it operationalizes compliance, cuts down rep time, and powers field engagement with the intelligence and control biopharma demands.