Efficient and accurate matching of expenses to software in a SaaS management platform

A Software as a Service (SaaS) management platform (SMP), the SMP implemented in a cloud resource having at least one processor and at least one storage device, the SMP being configured to perform a method including the following operations:

• receiving a plurality of expense records for a customer organization, wherein each one of the plurality of expense records identifies an employee of the customer organization, a vendor, and an amount spent by the employee in payment to the vendor;
• accessing human resources (HR) data of the employees respectively identified by the plurality of expense records;
• using a first machine learning model to analyze the plurality of expense records and determine which ones of the expense records represent software purchases;
• using a second machine learning model to analyze the expense records that are determined to represent software purchases, and for each expense record representing a software purchase, either identify a software title that the software purchase is for, or determine that a software title cannot be identified that the software purchase is for;
• wherein using the first or the second machine learning model is configured to analyze, for a given expense record, the HR data of the employee identified by the given expense record, wherein the HR data of the employee identified by the given expense record includes one or more of a role, team, or a location of the employee;
• and
• surfacing the expense records that represent software purchases through a user interface of the SMP for the customer organization.