Operations
On demand
Expense Exception Review Agent
Check claims against evidence.
Check expense claims against receipts and your policy, highlighting items that need a decision.
Review expense claim EX-44.
- Read Receipts and claim
What it does
Separate straightforward expenses from items needing a decision.
Check expense claims against receipts and your policy, highlighting items that need a decision. Built for finance expense reviewers.
Match claims to receipts
Provide the claim, receipts and current expense policy. Trip context and prior claims can help explain unusual amounts or possible duplicates.
Calculate policy exceptions
Check amounts, dates and policy limits, separating straightforward items from exceptions.
Prepare item decisions
Get a claim summary and the specific items a manager or finance team should review.
How it works
Check expense claims against receipts and your policy, highlighting items that need a decision. Built for finance expense reviewers.
- Approved documents and context
- Effective expense category policy Duplicate and mixed-expense treatment Optional: approved travel bookings and business-purpose details, to understand the context of the claimed expense. Optional: previous claims and reviewed category examples, to spot duplicates and apply policy consistently.
- Compare claims with less manual work
- Match claim items to receipts and relevant policy limits so reviewers can see the basis for each check.
- Focus review on unresolved items
- Highlight missing receipts, over-limit amounts and other questions requiring a manager or Finance decision.
- Google Drive · Read expense receipts (read)
- Inspect merchant, date and receipt identity.
- Airtable · Read claim register (read)
- Detect duplicate receipt claims.
- Google Sheets · Read expense policy (read)
- Apply effective limits and currency rules.
- Human review and permissions
- Finance reviews individual items; designated approver decides exceptions.
01Gather the context
Bring together the relevant information from Google Drive, Airtable, Google Sheets.
02Check what matters
Check amounts, dates and policy limits, separating straightforward items from exceptions.
03Prepare the result
Receipt match, policy treatment and exact exception amount. Approve, reject or clarify proposal for each item.
04Review proposed changes
Finance reviews individual items; designated approver decides exceptions.
Integrations
Documents
Google Drive
Microsoft OneDrive
Structured records
Airtable
Google Sheets
Notion databases
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Reduce routine expense checking and give managers a focused set of exceptions to decide.
- Compare claims with less manual work
- Match claim items to receipts and relevant policy limits so reviewers can see the basis for each check.
- Focus review on unresolved items
- Highlight missing receipts, over-limit amounts and other questions requiring a manager or Finance decision.
More for operations teams
Meeting Actions Coordinator
Turn meeting notes into clear tasks with owners and due dates for your team to confirm.
Invoice Intake & Exception Review
Check supplier invoices against orders and deliveries, then flag anything finance needs to resolve.
Document Intake & Validation
Check incoming business documents for missing details, mismatches and duplicates before they move to the next team.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.