Sales
Lead follow-up and qualification
Every new enquiry gets a reply by text or email within minutes, a few qualifying questions, and a booked call if it is a good fit.
Voice/chat agent
Finance · Automation
Expense checks against policy
AI expense report review against your policy
Every expense claim is checked against your written policy, with receipts read and clear notes on what breaks the rules, before a manager approves it.
01 today
The problem
Managers approve expense claims on their phones between meetings and rarely open the receipts. Finance finds the problems later: missing receipts, alcohol on a client lunch, a hotel above the cap, the same taxi claimed twice.
02 the run
What the AI does
- Step 1: Picks up new claims from Expensify, Ramp or Xero Expenses as soon as they are submitted.
- Step 2: Reads each receipt and checks that the merchant, date, amount and tax match what the employee entered.
- Step 3: Compares every line against your expense policy, such as meal caps, travel class, approved vendors and receipt rules.
- Step 4: Looks for repeat claims across employees and past months, including the same receipt submitted twice.
- Step 5: Adds a plain note to the claim that lists each issue and quotes the policy clause it relates to.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
The employee's manager still approves or rejects every claim, now with the policy notes in front of them. Finance makes the final call on anything flagged as a possible duplicate.
04 after
What changes
Managers approve with the facts in front of them, and finance stops reopening claims weeks later. Employees get a clear reason when something is sent back.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
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Custom app
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.