Agents & workflows / PROPOSED CONCEPT

Expense review assistant.

Receipts checked against policy before approval.

Proposed concept — not a released product or client work.

Prototype candidateFinance ↗Cross-sector ↗Finance ↗

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Concept illustration of a glass tablet with abstract panels beside a receipt slip, ceramic coins and balance scales. — Illustrative AI image

The opportunity

A real need.
A considered response.

Expense claims arrive with missing receipts, wrong categories and policy exceptions that someone has to spot by hand. An assistant reads each claim, checks it against the policy and explains anything that needs attention before approval.

DESIGNED AROUND

Finance teams and managers approving employee expense claims.

The experience

What this could make possible.

Receipt reading and matching

Policy checks with the rule shown

Requests for missing information

Approval-ready summary

Receive the claim and receipts

Check amounts and categories

Explain policy exceptions

Approve or return with a reason

Under the surface

The engineering
behind the experience.

Architecture is a starting hypothesis. Discovery and representative tests decide what belongs in the first build.

POTENTIAL CONNECTIONSExpense or accounting systemCard transaction feedEmail or chat for requests

01Architecture to explore

Receipt extraction with field-level confidence
Deterministic policy rules the finance team maintains
Approval workflow with an audit trail

02Integration dependencies

Expense or accounting system, Card transaction feed, Email or chat for requests. Confirm access, data ownership, update frequency and failure behaviour during discovery.

03Validation and human control

Compare policy exceptions caught, false flags and the time from claim to approval. No automatic reimbursement or payment changes. Disputed or unusual claims always go to a person.

A useful first step

Start small.
Learn something real.

One month of past claims with known decisions, then one team’s live claims in a review-only mode.

Evidence to look for

Compare policy exceptions caught, false flags and the time from claim to approval.

A boundary to design for

No automatic reimbursement or payment changes. Disputed or unusual claims always go to a person.

Proposed scope, not a delivery commitment. Data, permissions, operational constraints and sector requirements need review before implementation.

Connected capabilities

AI Agents & Workflow Automation Knowledge & Document AI Backend, API & Integration Engineering

Research behind the direction

AnthropicBuilding effective agents ↗AnthropicDemystifying evals for AI agents ↗

These sources inform technical possibilities. They do not demonstrate a Tomatrix deployment or endorse this proposed product.

From possibility to a conversation

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your starting point.

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PRODUCT EXPLORATION: Expense review assistant

Status: Proposed concept — scope and feasibility to be agreed.

Our context:
To be discussed.

Who this could help:
Finance teams and managers approving employee expense claims.

A useful first pilot:
One month of past claims with known decisions, then one team’s live claims in a review-only mode.

What to evaluate:
Compare policy exceptions caught, false flags and the time from claim to approval.

Important boundary:
No automatic reimbursement or payment changes. Disputed or unusual claims always go to a person.

Integrations to explore:
Expense or accounting system, Card transaction feed, Email or chat for requests

Concept reference: /products/expense-review-assistant

Keep exploring

Related possibilities.

Back to the library

Expense review assistant.

A real need.
A considered response.