Made with Supademo
Automatic Expense Policy Compliance
Watch how ExpenseBot can automate assessing expenses against company policy
Watch Now
Automated Expense Policy Compliance
Robert Balahura
Updated: Apr 24, 2025
Description
Interactive demo how ExpenseBot assesses compliance against your corporate expnese policy.
Steps
1
Automatic Expense Policy Compliance
2
Upload the company Expense Policy.
3
Once its uploaded, tap the View Summary button to see a summary of the expense policy rules and regs.
4
Video step
5
Once your expense policy is uploaded, you can check it against any expense report for an automated compliance review.
Tap Client Access to see your team's expense reports.
6
Tap on View Reports next to the desired team member.
7
Tap Check Compliance (or in this case Re-check Compliance) next to the report you want to assess.
8
Then, tap the link to the report to view the results of the Ai's review.
9
You'll see a new column called Policy Compliance with a status for each expense row, either Compliant or Not Compliant.
10
Curious about the AI’s decision? Click any cell to see how it aligns with your company’s expense policy