Validate expense reports against policy
Make · Accountants, Finance · checked 2026-11-02
Automate expense reports in your expense report software with AI receipt verification, policy checks on spending limits and eligible categories, and duplicate detection before approval. Problem. Finance teams manually review every expense report to verify receipts match transactions, check policy compliance on spending limits and eligible categories, and catch duplicate submissions or missing documentation. This creates bottlenecks during busy periods and results in inconsistent policy enforcement and delayed reimbursements. Solution. When an employee submits an expense report in the expense management system, an AI agent reads the receipt images, matches them to card transactions, and checks the report against the company expense policy. It decides which checks each claim needs based on expense type, amount, and past submissions, looks for duplicates and missing documentation, then approves compliant reports and returns the rest to the employee with the reasons.
At a glance
- Brand
- Make
- Jobs
- Accountants, Finance
- Sources
- 1
Dimensions
- Brands: Make
- Agents: Make AI Agents · Visit via /go/
- Occupations: AccountantsFinance
- Industries: financecross-industry
- Tasks: analysis, approvals
Sources
- https://playbook.make.com/dashboard#use-case-validate-expense-reports-against-policy · fetched 2026-11-02 — “Automate expense reports in your expense report software with AI receipt verification, policy checks on spending limits and eligible categories, and duplicate detection before appr”
Last checked 2026-11-02. Description source: detail-page.