FINANCE
Agentic expense exception investigator with approver routing
On request, an agent reviews a flagged expense, gathers context from your records, judges it against the full policy, drafts a recommendation.
How it runs
The automated pipeline, trigger to output.
- TriggerFlagged expense submitted for investigation
- ActionGather spend and context from Postgres ledgerPostgres
- LogicReason over policy intent, pattern, and budget
- LogicDraft recommendation with rationale
- OutputRoute case + recommendation to approver in SlackSlack
What it does
This is an agent-driven investigator for the hard expense calls that a rule engine can't settle. Given a flagged charge, it gathers the surrounding context, like the employee's recent spend, the project it was tagged to, vendor history, and the relevant policy language, then reasons about whether the exception is justified. It produces a written recommendation (approve, reject, or request more info) with its rationale and routes the case to the right approver in Slack so a human makes the final call with full context in hand.
When to use it
Use it for the gray-area exceptions that need judgment, not just a threshold: a one-off over-limit client dinner, an unusual but legitimate tool purchase, or a claim with thin documentation. Best as the second tier behind an automated policy gate, handling what deterministic rules escalate.
How it works
- 1A flagged expense is submitted for investigation, triggering the agent.
- 2The agent pulls related context from the spend ledger in Postgres and reads the applicable policy.
- 3It weighs the charge against policy intent, employee pattern, and project budget.
- 4It drafts a recommendation with reasoning and a suggested decision.
- 5It routes the case and its recommendation to the correct approver in Slack for the final ruling.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More Finance workflows
Expense Submission Webhook Instant Triage and Routing
Receives each expense submission via webhook the instant it's filed, classifies it as in-policy, needs-review, or hard-violation, and routes it to auto-approval.
Monthly Vendor Spend Anomaly Brief for Finance Leads
Once a month, an agent analyzes the full expense ledger for vendor and category spend anomalies, drafts a narrative brief with the top outliers and likely causes.
Accrual Chase Board in Monday with Per-Owner Tasks
On a schedule it reads open uncoded expenses from Snowflake and creates or updates a Monday item per department owner.
Detect Annual-to-Monthly Downgrade Refunds Owed
Catches subscriptions switched from an annual term to monthly partway through the prepaid year, computes the unused prepaid balance owed back.
Detect Mid-Cycle Plan Change Mischarges and Queue Credit Memos
Listens for Stripe subscription plan changes, recomputes the correct prorated amount.
Overdue Accrual Escalation Emails to Owners and Managers
On a schedule it flags uncoded spend that has stayed open past the chase deadline and emails each delinquent owner via Gmail.
Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.