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Reimbursements

Expense management without the spreadsheet chaos. Employees submit claims with receipts, and AI agents verify against policy, enforce limits, and route through approval chains. Finance gets a clean, exportable trail.

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1

Create expense claims with line items

Draft reimbursement claims with multiple expense items. Each claim groups related expenses together for a single approval flow.

2

Detailed line items

Every expense item captures amount, category, date, merchant name, bill number, and a description. Enough detail for finance to process without follow-up questions.

3

Receipt upload

Attach PDF or image receipts to each expense item. Receipts are stored with the claim and visible during approval review.

4

Agent-verified policy compliance

The Expense Agent checks every claim against company policy — spending limits, valid categories, required receipts. Non-compliant items are flagged before they reach a manager.

5

Agent-routed approvals

Claims route automatically to the right manager. The agent notifies them, shows every line item and receipt, and follows up if the claim sits unapproved.

6

Finance processing

After manager approval, the agent hands claims to finance for payment. The handoff is tracked with its own status — nothing falls between the cracks.

7

Status tracking

Follow claims through draft, pending approval, approved, processing, and completed. Every state change is visible to the employee, managed by the agent.

8

Cost center allocation

Assign claims to cost centers for financial tracking and budgeting. The data exports cleanly for accounting systems.

9

Export to CSV

Download the full reimbursement ledger as CSV. Finance gets the data in the format accounting systems expect.

10

Receipt viewer

View uploaded receipts inline during approval review. No downloading, no separate tabs. The receipt is right there next to the claim details.

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