Expense Report Auditor
Adrian Arce Every expense report is reviewed against policy before it reaches approvals — violations flagged, citations included, no manual auditing required.
Expense policy violations slip through because nobody has time to read every report carefully. Audits happen after the fact, exceptions become habits, and finance spends hours chasing documentation. This solution connects Claude to your expense submission workflow — it reviews every report against your policy, flags violations with the specific policy clause cited, and generates an audit summary before the report reaches an approver. Problems are caught before they become payouts.
- Policy Matching — Reviews each line item against your defined expense policy and flags anything outside the rules.
- Specific Citations — Every flag includes the exact policy clause it references — no ambiguity, no disputes about interpretation.
- Audit Summary Generation — Produces a structured audit report for each submission showing clean items, flagged items, and recommended actions.
- Receipt Verification — Checks that receipts are present, legible, and match the claimed amounts.
- Category Validation — Confirms expenses are categorized correctly and flags miscategorizations.
- Approver Briefing — Routes flagged reports to approvers with a summary of issues so they can decide in seconds, not minutes.
- A rep submits a $900 dinner receipt — flagged instantly against the per-meal policy limit, with the clause cited, before it reaches the approver.
- Month-end close arrives — finance pulls a full audit summary across all submissions in one report rather than reviewing individually.
- A miscategorized software subscription is expensed as office supplies — caught and flagged before it enters the wrong budget line.
- Claude connects to your expense platform (Expensify, Concur, or similar) and your current expense policy document.
- Each submitted report is reviewed line by line against the policy.
- Violations are flagged with the relevant policy citation and a recommended action.
- An audit summary is generated and attached to the report before it reaches the approver.
- Flagged reports are routed to the appropriate approver with a briefing on the issues found.
$8,000 – $15,000
Expense platform integration, policy ingestion, violation flagging, and audit summary setup. Receipt verification and approver briefing workflow included. 30 days post-launch support.
Price varies based on submission volume, policy complexity, and expense platform.
Most companies have an expense policy. Few have a way to enforce it consistently at scale. Manual review is too slow and too inconsistent. This puts a policy enforcement layer into the approval workflow automatically — so your finance team audits by exception, not by habit.