Expense Management Automation
You'd catch the off-policy charges — if you had time to read every receipt.
Agents read every receipt, match it against your policy, and hand you only the reports that need a real call. You approve the list, not each line — and the off-policy charges stop slipping through.
~4 hrs/wk back to you · every expense report reviewed within 24 hrs of submission
HOW IT WORKS
Three steps per expense report.
Managed service. We do the setup, the agent orchestration, the exception handling. You own the decisions.
Step 1
Agents read every receipt as it lands.
From Ramp, Brex, Expensify, BILL, or wherever your cards live. Each receipt captured, OCR’d, matched to the corporate-card transaction or reimbursement claim within the hour.
Step 2
Agents check policy against each report. Violations come with the reason.
Over-limit meal, missing justification, duplicate submission, out-of-policy vendor — each flagged with the line of policy it tripped. Clean reports queue straight for approval.
Step 3
Your Controller signs the list. Not each receipt.
One approval view: the clean reports pre-approved, the flagged ones explained. Sign off in one pass, or push an individual report back with a note. Reimbursed via your payroll cycle.
Where the line sits.
Agents run the repetitive work your finance lead and Controller shouldn’t be doing. You stay in charge of the judgment.
Specifically, agents don't:
- Reimburse an expense without your Controller's sign-off on the list.
- Approve a report flagged for policy violation — even a small one.
- Email a team member about their expense report without you reviewing the note.
A human approves anything that changes your books, your customers, your compliance posture, or your people. Every time.
YOUR DATA STAYS YOURS.
Agents read what they need to do the work. Nothing is stored on our side. Nothing is used to train models.
PRODUCTION-READY ON DAY ONE.
Every deployment includes governance and approval chains, role-based access control, monitoring, and model management.
Ready to pressure-test it?
Talk to an agent or drop a note. We'll come back with a proposal.
FAQ
Frequently Asked Questions
No. We sit on top — reading transactions, matching receipts, applying your policy. Keep the cards you have.
Misreads get flagged, not approved. The report lands in your review queue with the raw receipt attached, so you see what agents saw.
It can, or we run alongside. If you want to keep Expensify, agents ingest from it and add the policy layer and approval discipline.
Three deployment options: our compliant environment, your cloud, or on-prem. Data stays in the perimeter you pick. Agents read inline to do the work — nothing copied, stored, or used to train models.
Let's look at your workflow together.
Talk it through with an operator now, or send a note. Tell us what's eating your week — we're here to take routine work off your team's plate so they move faster on what matters.
LIVE · TALK OR TYPE
Talk it through with your operator.
A few minutes with the operator who knows this kind of work. Tell them what's slowing you down; if it's a fit, we'll line up a human follow-up to take it further.
Talk or type — your choice. No phone number needed.
ASYNC · 1 BUSINESS DAY REPLY
Or send us your workflow.
Tell us what eats your week. We read every one and reply within a business day.
