Company Spend · March 2026

Good morning, Ravi

Spend is tracking 4% under budget this month. 12 claims await approval and the Compliance Copilot flagged 3 possible policy violations.

Total spend (MTD)

$1.84M

-4% vs budget

Pending approvals

312

$486K value

Reimbursed (MTD)

$1.21M

8,042 claims

Out-of-policy

2.3%

+0.4 pts

Spend by month

Reimbursed vs budget · $ thousand

Reimbursed Budget

Spend by category

This month

Travel & airfare40%

Meals & entertainment25%

Lodging20%

Software & other15%

Awaiting your review

Finance validation queue

All approvals

AL Aisha Lang EXP-88214 · Meals	$128.40	Needs review
MO Marco Ortiz EXP-88201 · Airfare	$1,940.00	Over limit
JK Jin Kang EXP-88190 · Lodging	$612.00	In policy

Finance Intelligence

Daily briefing · 08:00

Travel spend is up 18% vs last month, concentrated in the Sales org ahead of the Q1 kickoff. Meals are trending toward the annual cap for 4 teams.

Recommended: review Marco Ortiz's $1,940 airfare (39% over the economy cap) and tighten the Sales meals limit for April. Projected saving: $34K/quarter.

Expenses

My Expenses

Your claims across all statuses. Snap a receipt and the AI OCR engine fills in the details.

Draft

2

Submitted

5

Awaiting reimbursement

$842

Reimbursed (YTD)

$9,410

Expense	Category	Date	Amount	Status

My expenses

Expense EXP-88214

Aisha Lang · The Gourmet Bistro · client dinner · submitted Mar 24, 2026.

Submitted

Mar 24

Manager approval

Mar 24 · T. Reyes

Finance review

You · now

Reimbursement

—

Receipt

Captured on mobile · Mar 24

OCR complete

AI OCR extraction

Auto-filled from the receipt

MerchantThe Gourmet Bistro98%

DateMar 24, 202699%

Amount$128.4099%

Tax$10.4096%

CategoryMeals & entertainmentsuggested

PaymentCorp card ···5521matched

Duplicate checkNo duplicates

Policy validation

Compliance Copilot

Within meal limit

$128.40 ≤ $150 client-dinner cap

Receipt attached & legible

Itemized receipt detected

Corporate card matched

Statement line reconciled

Attendees not listed

Client dinners over $100 require attendee names

Expenses

Expense Approvals

Claims routed to you. Policy checks run automatically — flags are surfaced before you approve.

Awaiting me

12

Value

$18.4K

Policy flags

3

Avg. approval time

6.4 hrs

Employee	Category	Amount	Policy	Submitted
AL Aisha Lang EXP-88214 · Sales	Meals	$128.40	1 flag	Mar 24
MO Marco Ortiz EXP-88201 · Sales	Airfare	$1,940.00	Over limit	Mar 23
JK Jin Kang EXP-88190 · Eng	Lodging	$612.00	In policy	Mar 22
DP Deepa Patel EXP-88177 · Ops	Mileage	$84.20	In policy	Mar 22
SW Sam Wu EXP-88164 · Sales	Meals	$96.00	Possible duplicate	Mar 21

Expenses

Receipts

Capture on mobile, extract with AI OCR, and auto-match to card transactions. Duplicates are caught on upload.

Mobile capture

Scan a receipt

Align receipt in frame

The Gourmet Bistro

$128.40 · extracted

Uber

Reading merchant & total…

Auto-matched to card

Amex ···5521

Scan Expenses Trips Me

Receipts (MTD)

18,204

Auto-matched

94%

Duplicates caught

126

Recent receipts

OCR & matching status

Merchant	Amount	Card match	Status
The Gourmet Bistro	$128.40	···5521	Extracted
Uber	$24.80	···5521	Processing
Hyatt Regency	$612.00	···0198	Matched
Starbucks	$9.20	—	Duplicate

Travel

Trip requests, travel advances and reconciliation. Book, track and settle trip spend in one place.

Active trips

1,004

Advances outstanding

$212K

Reconciled

88%

Avg. trip cost

$1,840

Trip requests

Upcoming & in progress

Traveler	Trip	Dates	Advance	Est. cost	Status
MO Marco Ortiz	SFO → NYC · client	Apr 2–5	$800	$2,340	Advance open
JK Jin Kang	SEA → AUS · conf	Apr 8–11	$0	$1,610	Approved
DP Deepa Patel	BLR → LON · audit	Mar 18–24	$1,500	$3,980	Reconcile

Finance

Reimbursements

Approved claims batched for payment. Push to the bank or your payroll provider in one run.

Ready to pay

$486K

In this batch

1,204

Paid (MTD)

$1.21M

Avg. cycle time

2.1 days

Payment batches

Bank transfer & payroll

Batch	Method	Claims	Amount	Scheduled	Status
BATCH-3391	ACH · Chase	1,204	$486,200	Apr 1	Ready
BATCH-3388	Payroll · Workday	842	$312,400	Mar 25	Paid
BATCH-3385	ACH · Chase	1,090	$408,900	Mar 18	Paid
BATCH-3382	Wire · intl	64	$96,100	Mar 12	Paid

Finance

Accounting

GL mapping, cost allocation and ERP sync. Approved expenses post to the right accounts automatically.

ERP synchronization

NetSuite · last sync 06:00

Connected

8,042 journal entries posted

March · balanced

14 entries need GL code

Unmapped category

Cost allocation

Sales — CC 4100$642K

Engineering — CC 2200$418K

Operations — CC 3300$286K

Marketing — CC 4400$198K

GL mapping

Category → general ledger account

Category	GL account	Cost center rule	Tax	Status
Airfare	6100 · Travel	By employee dept	Recoverable	Mapped
Meals	6200 · Meals & Ent.	By project	50% recoverable	Mapped
Lodging	6150 · Lodging	By employee dept	Recoverable	Mapped
Software	—	—	—	Unmapped

Insight

Reports

Scheduled and on-demand finance reports. Export to CSV or push to your ERP.

Spend by department

Cost-center breakdown vs budget.

Scheduled · monthly

Policy violations

Out-of-policy claims & exceptions.

On demand

Travel & entertainment

Trip cost and airfare compliance.

Scheduled · weekly

Reimbursement cycle

Payment timing & aging.

Scheduled · monthly

Recoverable tax

VAT/GST recovery by region.

On demand

Audit trail

Immutable log for auditors.

On demand

Insight

Analytics

Spend patterns across departments, categories and merchants — with out-of-policy hotspots.

Spend by department

Actual vs budget · quarter

Sales$642K / $600K

Engineering$418K / $500K

Operations$286K / $320K

Marketing$198K / $260K

HR & Admin$92K / $140K

Top merchants

By spend

United Airlines	$182K
Marriott	$141K
Uber	$78K
Amazon Business	$64K
DoorDash	$41K

Avg. claim value

$184

Avg. approval time

6.4 hrs

Out-of-policy rate

2.3%

Cost per report

$3.10

Insight

AI Center

Four copilots across submission, OCR, compliance and finance intelligence.

Expense Assistant

Guides submission, explains policy, and auto-categorizes each expense.

OCR Engine

Extracts merchant, date, tax and totals; detects duplicate receipts.

Compliance Copilot

Validates policy, detects fraud and anomalies, recommends audits.

Finance Intelligence

Forecasts spend, tracks budget variance and suggests cost savings.

Ask about company spend

Grounded in live expense, receipt and card data

Ask about any employee, department, category or policy — I cite the claims behind every answer.

Organization

Employees

10,000 employees across 250 departments. Cost centers and approval hierarchy drive routing.

Employee	Department	Cost center	Approver	MTD spend	Card

Organization

Settings

Policy engine, spending limits, roles and integrations. Changes are audit-logged.

Policy engine

Spending limits & category rules

Meals — client	≤ $150 / person	Active
Airfare	Economy < 6 hrs	Active
Lodging	≤ $300 / night	Active
Mileage	$0.67 / mile	Active

Controls & integrations

Auto-approve in-policy < $50

Skip manual approval for small claims

Duplicate receipt blocking

Reject duplicates at submission

Corporate card auto-match

Reconcile receipts to statements

ERP sync (NetSuite)

Nightly journal export

Mobile offline capture

Queue receipts without a connection