Expense checks
Compare receipts with policies and flag possible issues or duplicates before approval.
Invoices, supplier records, account codes and entry rules. Confirm permitted use and the information needed for this task.
Extracted fields, proposed entries and items requiring review. Keep the source and assumptions available for review.
Verify amounts, tax categories and suppliers before approving accounting entries.
Test with representative work examples. Compare preparation time, correction effort and missed items with your current process. Decide how to handle missing data and exceptions, and confirm the integrations your existing systems allow.