Validate expense reports against policy
Automate expense reports in your expense report software with AI receipt verification, policy checks on spending limits and eligible categories, and duplicate detection before approval.
Copied
When an employee submits an expense report in [expense management system, email, database, chat platform], an AI agent reads the receipt images, matches them to card transactions from [corporate card transaction feed], and checks the report against the company expense policy in [policy document repository]. It decides which checks each claim needs based on expense type, amount, and past submissions in [expense management system], looks for duplicates and missing documentation, then approves compliant reports in [expense management system] and returns the rest to the employee via [notification channel] with the reasons.
Guided by AI
Build your own with Maia
Start with an app-agnostic prompt, then let Maia guide you to the right apps and workflow.
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
%201.svg)
+2
Date
·
Duration
Problem
Finance teams manually review every expense report to verify receipts match transactions, check policy compliance on spending limits and eligible categories, and catch duplicate submissions or missing documentation. This creates bottlenecks during busy periods and results in inconsistent policy enforcement and delayed reimbursements.
.avif)
+2
Date
·
Duration
Solution
When an employee submits an expense report in the expense management system, an AI agent reads the receipt images, matches them to card transactions, and checks the report against the company expense policy. It decides which checks each claim needs based on expense type, amount, and past submissions, looks for duplicates and missing documentation, then approves compliant reports and returns the rest to the employee with the reasons.
+2
Date
·
Duration
Impact
Compliant expenses are reimbursed without waiting in a review queue, and policy is applied the same way to every report, even during busy periods.
Benefits
+2
Date
·
Duration
Faster reimbursement cycles
+2
Date
·
Duration
Reduced validation errors
+2
Date
·
Duration
Consistent policy enforcement
+2
Date
·
Duration
Fewer duplicate payouts
Who is this for?
Success stories
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.
Similar use cases
Find inspiration by the type of content that fits your goals.
Date
·
Duration
Route vendor spend requests to approvers
When an employee submits a vendor spend request through an intake form, the automation reads the request type, requesting department, and amount, then matches that combination against a routing rules table to resolve the correct approver. It creates a request record in the approval tracker, assigns it to that approver, and sets its status to awaiting approval. The assigned approver is notified with the request details and a link to the record so they can set the decision.
Date
·
Duration
Extract invoice data from email attachments
When an invoice arrives in the finance inbox, an AI agent interprets the attached document, identifies which fields are relevant based on the format and content it encounters, and extracts the values that matter for the team's records, such as vendor name, line items, totals, and due dates. It records the structured data in a central sheet.
Date
·
Duration
Extract receipt data from email attachments
When an email in the inbox is labeled as a receipt, an AI agent fetches its attachments, works out which one is the receipt document, and reads it to extract the vendor, the items purchased, and their prices. It logs these details to the expense sheet along with the email's message ID, sender, and date, giving the team an organized record of every expense without manual data entry.