Finance back-office template
Expense report policy check
AI checks every expense report against your policy; flagged ones go to finance, clean ones go straight to payroll.
- Starts from a webhook
- 1 AI step
- For finance teams, operations teams
What it does
The whole workflow, at a glance.
Reviewing every receipt by hand doesn't scale. AI checks each submitted report against your written policy and lists exact violations. Flagged reports are emailed to finance with the reasons; clean ones are sent straight to your payroll or accounting system.
- TriggerExpense submitted
- AI stepCheck against policy
- LogicFlagged?
- Flagged:Email finance
- Clean:Send to payroll
- OutputEmail finance
- OutputSend to payroll
This is the workflow that opens in your canvas. Every step can be edited, moved or removed.
Step by step
What happens on each run.
- Step 1Expense submittedYour expense tool or form sends each submitted report to the webhook.
- Step 2Check against policyAI compares the report with your expense policy and lists any violations.
- Step 3Flagged?Flagged reports go to finance by email; clean ones go straight to payroll.
- Step 4Email financeEmails finance the report and the exact policy violations.
- Step 5Send to payrollPosts the clean report to your payroll or accounting system.
Apps and AI
What it connects to.
Apps
Swap any of them for another app: connect it in Settings → Integrations, or call its API with an HTTP step and a key from the credential vault.
AI on your own key
Works with any of the 14 providers you can connect. AI steps use your provider's default model until you pick another, and you pay your provider directly, at cost.
- OpenAI
- Anthropic
- Google Gemini
- Mistral
- Groq
- xAI
- DeepSeek
- OpenRouter
- Together AI
- Fireworks AI
- Azure OpenAI
- AWS Bedrock
- Google Vertex AI
- Any OpenAI-compatible endpoint
Setup checklist
Before you switch it on.
The canvas highlights anything still missing, and Dry Run works before any of this is done.
- Send submitted expense reports to the workflow's webhook URL.
- Connect an AI provider in Settings → AI Providers.
- Replace the sample policy in the AI step with your real one.
- Set the finance address in “Email finance” and your payroll endpoint in “Send to payroll”.
FAQ
Questions about this template.
Can it read receipt images?
This template works on the report's text and line items. Send the extracted text from your expense tool.
Is it free to try?
Yes. Create a free account with no credit card and the template opens in your canvas. Build and Dry Run it free; run it live on any paid plan from $39/mo.
Which AI model does it use?
Whichever provider you connect. The AI step uses the default model of your connected provider (any of 14, on your own key), and you can pick a different model for each step.
Can I test it before it touches real data?
Yes. Dry Run walks through every step with simulated AI and app calls, so you can see the path it takes before you activate the trigger.
Open “Expense report policy check” in your canvas.
Free account, no credit card. Connect your apps and AI key and dry run it, then switch it on with a paid plan from $39/mo.