The Payhawk Financial Controller AI Agent is an AI-powered assistant designed to automate finance team reminders by contacting employees to submit missing expense documents or complete pending approvals.
To get started, you need to write to the Financial Controller AI Agent in Slack, the Payhawk web portal, or the Payhawk mobile app. The AI Agent will guide you through each step and ensure compliance with your company’s workflows.
This article outlines a few common scenarios you may experience while using the AI Agent.
Use case | Prompt example |
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General and bulk operations | What outstanding expenses do I have to submit or approve? Approve all outstanding expenses to CityPark below €10. Change category of all outstanding Uber expenses to Commuting Allowance.
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Configuring the AI Agent (for Payhawk Administrators) | Send all submission reminders on Tuesdays at 10am, but the month end reminders to be sent every 2 working days at 10am in the last week of the month. I want the approval reminders to be sent only once, 1 day after the expense, at 11AM. What are the current reminder settings?
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Expense approval | Return this expense to employee and ask to upload the invoice instead of the quote. Approve the €9.15 expense from John. Reject this expense because it’s not a business expense.
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Expense submissions | (Simply drop a receipt to the AI Agent to submit the expense) Change the note of this expense to Office commute and the category to Travel. Choose the category for me, this is a paid promotion to a YouTube influencer. I gave you a wrong receipt, here’s the correct one.
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