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Finance use case

Expense checks on autopilot

Flag out-of-policy expenses for review. Your Finance AI employee handles this around the clock — no code, no hiring, and every action logged. You stay in control with approval steps wherever you want them; it does the repetitive work so your team does the judgment calls.

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How expense checks automation works

1Expense claims flow in from your team.
2The AI checks each against your policy automatically.
3Compliant claims are approved instantly; violations are flagged with reasons.
4A monthly summary shows spend patterns and policy gaps.
Live in minutes, not weeksInstall from a template or describe it in plain English — your first run happens today.
Fewer errors, faster closesThe outcome Finance teams hire for: consistent execution on every single expense checks task, 24/7.
You keep the keysAdd an approval step anywhere. Sensitive actions wait for a named human, and every decision is logged.

Works with

Google SheetsGmailStripeWhatsAppXeroQuickBooks

Frequently asked questions

How long does it take to set up expense checks?Most teams are live the same day. Connect your tools in a few clicks, describe your rules in plain English, and run it in test mode until you trust it.
Which tools does it work with?Google Sheets, Gmail, Stripe, WhatsApp, Xero, QuickBooks — plus 500+ more integrations and custom APIs. Connect once; every workflow can use them.
Can a human approve before it acts?Yes. Add an approval step anywhere in the workflow — the AI pauses, sends the decision to Slack, email, or the app, and continues only when you say so.
What does it cost to run?Usage is measured in credits: simple actions cost about one credit, AI reasoning steps a few. Start free, no credit card — the pricing page lists what each plan includes.

More Finance use cases

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