All playbooks
Expense review
Work an entire batch of expenses in minutes instead of an afternoon. The assistant checks each one for correct coding, policy fit and documentation, fixes what it can, and queues the decisions so you only touch the exceptions.
How it works
- Pulls the batch of expenses you want to review, from a filter or a plain description.
- Checks each for correct coding, a valid receipt and policy fit, and highlights only the ones needing a human call.
- Fixes coding gaps with you and nudges owners for anything missing.
- Approves, returns or escalates each expense as you decide, with the reasoning recorded.