Expense Report Processor

The Challenge

Finance teams manually review expense reports for policy compliance, missing receipts, and coding accuracy. Each report takes 10-15 minutes, and high-volume periods create backlogs.

The AI Desk Solution

AI Desk automatically reviews expense reports against company policy, flags exceptions, and routes for approval with context.

The Workflow

Step 1: Report Submission

Trigger: New expense report submitted
Sources: Expensify, email receipts, policy docs

Step 2: Automated Review

• Receipt matching
• Policy compliance check
• Category validation
• Duplicate detection

Step 3: Smart Routing

📊 Expense Review: Jamie Chen - Feb Travel

SUMMARY
├── Total: $2,847.50
├── Trip: Customer visit - Acme Corp
├── Dates: Feb 10-12, 2026
└── Status: 2 items need review

AUTO-APPROVED ✓
├── Airfare: $450 (within policy)
├── Hotel: $380/night x 2 (within policy)
├── Ground transport: $127 (receipts match)
└── Meals: $185 (within per diem)

FLAGGED FOR REVIEW ⚠
├── Client dinner: $425
│   → Exceeds $100/person limit
│   → Needs manager justification
│
└── Conference fee: $500
    → No pre-approval found
    → Please attach approval email

RECOMMENDATION
Route to manager with context:
"Client dinner during renewal negotiation
with 4 attendees from Acme Corp"

Value Proposition

• Time Saved: 45 minutes per batch
• Policy Compliance: Consistent enforcement
• Faster Reimbursement: Quick approvals
• Audit Ready: Full documentation