Expense reconciliation
Sample week: 63 expense lines, a finance inbox with receipts and the expense policy PDF.
- 1Coordinator pulls the week's lines and the policy
- 2Matching specialist pairs receipts from the inbox
- 3Policy specialist flags exceptions with a policy citation
- 4Writer drafts one follow-up per owner; totals reconcile to source
- 5Human review: finance approves messages; reimbursements untouched
Run the demonstration to see the output.
Expense summary, exception list with citations and draft follow-ups, all awaiting approval.
Invented sample data; nothing is connected or executed.