Expense Review Agent

Too many expense reports, not enough oversight.

Scans employee expense reports for policy violations, flags outliers, and alerts finance.

Document ScannerPolicy CheckerPattern AnalyzerEmail Alert

Chat with AI Agent

I need you to review my employee expense reports for policy violations and flag any outliers or suspicious patterns. Please scan through all submitted reports, check them against our company expense policy, identify any violations or unusual spending patterns, and send me an email alert with a summary of findings and recommendations for follow-up.

Hi! I can help you set up an automated expense report review system to catch policy violations and suspicious patterns. To get this working properly, I'll need some information from you first. Where are your employee expense reports currently stored? Are they in a specific platform like SharePoint, Google Drive, or an expense management system like Concur or Expensify?

We use Concur for our expense management system. All the reports get submitted there.

Perfect! I'll need to connect to your Concur account to access the expense reports. I can send you a Concur authorization link to grant access. Also, I'll need your company's expense policy document or the key rules I should check against. What are your main policy limits and requirements?

The main rules are: meals can't exceed $75 per person, hotel stays must be under $300 per night, entertainment requires pre-approval, receipts are mandatory for any expense over $25, and travel must be booked through our corporate travel portal. I can email you our full policy document.

Great! Please send the full policy document to help@aiagent.com when you get a chance. For the email alerts, what email address should I send the violation summaries to? And how often would you like these reviews to run - daily, weekly, or triggered when new reports are submitted?

Send alerts to sarah.martinez@company.com. I'd like it to run weekly, every Monday morning around 8 AM so I can review any issues before our team meeting.

Perfect! So I'll set this up to run every Monday at 8 AM, scanning all new expense reports from the previous week in Concur, checking them against your policy rules, and sending violation summaries to sarah.martinez@company.com. The system will flag things like exceeded meal limits, missing receipts for expenses over $25, hotel overspend, and any statistical outliers in spending patterns. Should I go ahead and activate this automation for you?

Yes, that sounds exactly what we need. Please activate it.

Excellent! Your expense report monitoring system is now deployed. The first automated review will run this coming Monday at 8 AM, and you'll get weekly violation alerts at sarah.martinez@company.com from then on. The AI Agent is now active and ready to help keep your expense compliance in check!

How it works

Collection: The system gathers all submitted employee expense reports from your designated source or upload location for comprehensive review.
Scanning: Each expense report is systematically scanned using document analysis to extract key information including amounts, dates, categories, and receipt details.
Policy Analysis: The extracted data is compared against your company’s expense policy rules to identify any violations such as exceeding limits, missing receipts, or unauthorized categories.
Pattern Detection: Advanced algorithms analyze spending patterns to flag statistical outliers, unusual frequency of expenses, or suspicious clustering of transactions that may require investigation.
Alert Generation: A comprehensive email alert is automatically generated and sent to you containing a summary of all flagged reports, specific violations found, and recommended actions for finance team follow-up.

This agent is currently in development.

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Common Questions

An AI Agent is an automated system that can understand instructions, take action, and complete workflows across apps, tools, and blockchains without human input for each step.

ChatGPT gives you answers. ActlysAI Agents actually do the work for you, whether it’s monitoring wallets, sending follow-ups, or managing recurring tasks. No more copying and pasting between tools.

Not at all. You describe your workflow in plain language, and the AI builds and runs it for you. You can manage, edit, and improve workflows with zero technical skills.

Anything from sending sales emails and scheduling meetings to monitoring crypto wallets, claiming airdrops, syncing calendars, tracking expenses, and more. If it’s digital and repetitive, an AI Agent can likely do it.

We’re building integrations with web apps (e.g., Gmail, Slack, Notion, Google Sheets), SaaS tools (e.g., CRMs, marketing platforms), and Web3 services (e.g., Ethereum, Solana, Wallets, DEXs). Support expands weekly.

We don’t share your data. All API keys, credentials, and wallet info are encrypted and controlled by you. Agents only access what’s required for the tasks you assign.

Yes. You can deploy and manage multiple agents for different roles, for example, one for finance tracking, another for customer support, and a third for DAO governance monitoring.

Pricing is still being finalized. We plan to offer a free tier with basic usage, and paid tiers based on agent complexity, execution volume, and integrations.

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