Finance
Audit expenses against policy
Potential policy exceptions are listed with transaction evidence, the applicable rule, confidence, and reviewer-ready context.
Ops
Prompt
Compare the selected expense period with the supplied policy and available receipt evidence. Flag duplicates, missing receipts, out-of-policy categories or amounts, weekend or unusual merchant patterns, and unclear business purpose. Cite the transaction and policy rule, distinguish facts from suspicion, and do not reject or alter expenses.
Works with
QuickBooksGoogle SheetsGmail
