Finance
Checks expense reports against policy before approval.
An AI Agent Workflow that automatically reviews expense reports against company policies. It identifies duplicates, non-standard items and policy violations before approval.
19 % of expense reports contain errors or policy violations · GBTA Expense Management Report 2024
Runs on the Elevon platformData Input
Compliance Analyst Agent
Report & Flag Agent
Expense Compliance Report
01How it works
Expense reports. Company policies. 2 AI agents. Compliance report.
The inputs go in, the agents work one after another and you get one output, saved automatically.
- 01
Data Input
The agent pulls new expense reports from your system (Concur, Expensify, ERP). It loads current company policies and rules for each category and department.
- 02
Compliance Analyst Agent
Reviews every line item against policies: limits, allowed categories, duplicates, unusual amounts, weekend expenses. Compares it against the employee's past behaviour.
- 03
Report & Flag Agent
Assembles a clear report with flagged items, severity levels (high/medium/low) and specific violation descriptions. Recommends approval or rejection.
02Return
See when it pays off.
Four inputs, one answer: what this work costs today and with the workflow.
Your inputs
Cost: €1,000 implementation + €190 / month platform fee
Result
€37,220saved in year one
75 hours of work back every month · 12.3× return on the first year's cost
Illustrative calculation. Includes €1,000 implementation and €190 / month fee. Agents' share is your assumption. Your numbers in a 30-minute call.
03Every month
What the workflow does every month.
The jobs it keeps doing after the first run, so nobody starts from zero.
Real-time Review of New Reports
Every new expense report is automatically reviewed within minutes of submission. The approver receives a report with flagged items.
5 hrs/week
Duplicates and Anomalies
The agent compares every receipt against previous submissions. It identifies duplicate submissions, unusual amounts and suspicious patterns.
3 hrs/week
Monthly Compliance Summary
Every month, it generates an aggregated report: top violations, highest-risk departments, trends and recommendations for policy updates.
4 hrs/month
Policy Update Monitoring
When company policies change, the agent automatically updates its rules and flags the impact on existing reports.
2 hrs/month
04Included and price
What's included
- Elevon agent configured and imported
- Expense system API connection (Concur, Expensify, ERP)
- Company expense policies imported
- Categories and limits configured
- Historical data import for pattern detection
- Severity rules configured
- Demo run with your real reports
- Team walkthrough (1 hour)
One-time implementation
€1,000
One-time. Full configuration + first live run.
Then €190 / month platform fee
Same fee regardless of how many use cases you run.
FAQ
Questions, answered.
SAP Concur, Expensify, Zoho Expense, Rydoo and more.
Yes. The agent can process scanned receipts and PDF attachments, and compare them against declared line items.
Typically 3 to 5 business days, including API connections, policy import and the first live run.
No. The agent performs a first-pass review and flags issues. The final approval decision stays with the approver.
Unlimited. The agent scales automatically, whether you have 50 or 5,000 reports per month.
All data is processed exclusively within your Elevon environment.
05More for Finance
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Next step
No oversights. No duplicates. Consistent decisions.
The agent reviews every report with the same thoroughness. Your team approves with confidence.