Expense Reviewer
Analyzes employee expense reports against company policy: checks category compliance, receipt presence, amount limits, and duplicate submissions — then prepares a structured approval summary.
Billing unit
Per report reviewed
Pay only for the value delivered. No upfront cost.
The result
Every expense report gets a consistent policy check in seconds. Finance only reviews the flagged items — the compliant reports are approved automatically.
What happens without this agent.
Before
Finance reviews expense reports manually, one by one. Policy violations are caught inconsistently. Approved expenses sometimes violate policy simply because the reviewer was in a hurry.
Step by step: how the Expense Reviewer operates.
Every action is logged, auditable, and executed inside your Microsoft 365 environment. Nothing leaves your tenant.
- 1
Employee submits expense report via M365 or expense tool
- 2
Agent reads each line item and checks against expense policy
- 3
Verifies: receipt attached, category correct, amount within limit, not duplicate
- 4
Flags violations with specific policy reference and recommended action
- 5
Auto-approves fully compliant reports below approval threshold
- 6
Generates approval summary for finance manager with flagged items highlighted
Built for your Finance team.
The Expense Reviewer is designed specifically for Finance processes. It connects to your existing systems, works inside your Microsoft 365 environment, and delivers measurable results from day one.
-
Zero upfront cost
Development is fully covered. You pay only per report reviewed, starting from the first one the agent handles.
-
Inside your perimeter
The agent operates entirely within your Microsoft 365 tenant. No data is shared with third-party platforms.
-
Agreed metrics, transparent pricing
Before deployment, we agree what success looks like and how much each action costs. No surprises.
-
Production-ready in weeks
We scope, build, and deploy in a structured sprint. Your team sees results within the first billing cycle.
Before vs. After
Without the agent
Finance reviews expense reports manually, one by one. Policy violations are caught inconsistently. Approved expenses sometimes violate policy simply because the reviewer was in a hurry.
With the agent
Every expense report gets a consistent policy check in seconds. Finance only reviews the flagged items — the compliant reports are approved automatically.
Common questions about the Expense Reviewer.
- What does the Expense Reviewer do?
- Analyzes employee expense reports against company policy: checks category compliance, receipt presence, amount limits, and duplicate submissions — then prepares a structured approval summary.
- What is the business impact of the Expense Reviewer?
- Every expense report gets a consistent policy check in seconds. Finance only reviews the flagged items — the compliant reports are approved automatically.
- How is the Expense Reviewer deployed?
- The Expense Reviewer is deployed directly inside your Microsoft 365 environment. It integrates with your existing tools — Teams, SharePoint, your Finance systems — through secure MCP connectors. There is zero upfront cost: the agent is built to your specifications and you pay only per report reviewed.
- How much does the Expense Reviewer cost?
- The Expense Reviewer follows theywork365's pay-per-action model: you pay only per report reviewed, with no upfront development fee. Pricing is agreed before deployment based on your expected usage volume. This means the ROI is calculable from day one.
Other Finance agents you can deploy.
-
Invoice Processor
Reads incoming invoices (PDF, email attachments), extracts line items and totals, matches to purchase orders, flags discrepancies, and routes for approval — reducing processing time from days to minutes.
View details →
-
Financial Reporter
Generates structured financial reports — P&L, cash flow, budget vs. actuals — directly from your ERP data. Delivers formatted reports to leadership on a defined schedule, ready for board presentation.
View details →
-
Budget Forecaster
Produces rolling 3-month budget forecasts by combining actual spend, committed costs, historical patterns, and business signals — delivered to finance and department heads every month.
View details →
Ready to deploy the Expense Reviewer?
Talk to an expert. We'll scope the agent to your exact processes in one call — no commitment required.