Expense Report Automation
Expense reports that submit themselves.
The Problem
- • Employees spend hours manually entering receipts and categorizing expenses.
- • Policy violations slip through manual review, leading to compliance issues.
- • Reimbursement delays frustrate employees and create accounting backlogs.
What This Blueprint Does
Casey, your AI Expense Coordinator, automates the complete expense reporting lifecycle. Captures receipts via mobile or email, extracts data using OCR, enforces company policies, routes for approval, and processes reimbursements through your ERP system.
- → Scans mobile uploads or email attachments for receipt images.
- → OCR extracts vendor, amount, date, and tax from receipt images.
- → Validates against company expense policies and flags violations for review.
- → Creates reimbursement request in ERP and notifies employee of payment timeline.
Workflow Architecture
Receipt Capture
AutonomousScans mobile uploads or email attachments for receipt images.
Employee: Casey — Expense Coordinator
Data Extraction
AutonomousOCR extracts vendor, amount, date, and tax from receipt images.
Employee: Casey
Policy Compliance Check
AutonomousValidates against company expense policies. Flags violations for review.
Employee: Casey
Category Assignment
AutonomousAutomatically categorizes expenses by type using AI classification.
Employee: Casey
Manager Approval
Human ReviewRoutes to manager for review and approval before reimbursement.
Reviewer: Department Manager
Reimbursement Processing
AutonomousCreates reimbursement request in ERP and notifies employee of payment timeline.
Employee: Casey
Blueprint Details
AI Employee: Casey
Casey
Expense Coordinator