FINANCE
AI-triage expense submissions against written spend policy
On a schedule it gathers pending expense submissions, uses an LLM to judge each against your written reimbursement policy.
How it runs
The automated pipeline, trigger to output.
- TriggerTriage batch on schedule
- ActionPull pending charges from StripeStripe
- ActionLLM judges each against policyOpenAI
- LogicKeep only review/violation verdicts
- OutputCreate Monday items by severitymonday.com
What it does
Reads your reimbursement policy and applies it to pending expenses that rules alone can't easily catch — vague descriptions, borderline categories, alcohol or entertainment limits, weekend travel. An LLM classifies each submission as compliant, needs-review, or likely-violation and explains why, then batches the questionable ones for an approver.
When to use it
Reach for this when your expense policy has nuance that simple dollar thresholds miss and you want consistent, explainable first-pass triage before a human signs off. Good for orgs with detailed T&E policies and high submission volume.
How it works
- 1A schedule kicks off a triage batch.
- 2Pull pending expense charges from Stripe.
- 3An OpenAI step evaluates each charge description and amount against the policy text and returns a verdict plus rationale.
- 4A logic step keeps only needs-review and likely-violation verdicts.
- 5Each flagged item becomes a Monday item grouped by severity, carrying the AI rationale.
- 6The approver gets a Monday digest to approve, reject, or request more info.
Set it up
What you configure once, before turning it on.
- 1Connect StripeCustomers, subscriptions, payments.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect monday.comVisual work management for teams.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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.