Expense report audit
Expense claims checked against policy, with the receipts
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the claims and the receipt images
Checks each expense claim against the policy: limits, receipts, duplicates and the categories that need a manager's note
Applies the policy rules and finds the exceptions
Drafts the query to the claimant for each exception and approves the clean claims
Drafts the queries and the monthly report
Reports spend by category and the repeat exceptions by team
Works in
Expensify, NetSuite, Slack
Expensify, NetSuite, SlackWhat it does
- Checks each expense claim against the policy: limits, receipts, duplicates and the categories that need a manager's note
- Drafts the query to the claimant for each exception and approves the clean claims
- Reports spend by category and the repeat exceptions by team
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.