Use cases · Finance
Expense report review
Check each expense claim against the policy and its receipts, prepare the approval with anything unusual flagged, and leave the decision with the approver and finance.
Where it starts
The trigger.
An employee submits an expense report.
How it runs today
- Approvers sign off without reading every receipt.
- Finance finds missing receipts and policy breaches after payment.
- Similar claims are treated differently depending on who approves them.
The workflow
Four bounded steps.
Each step has an owner and a stop rule.
- 01 / Read
Read each line and its receipt: date, merchant, amount, category and attendees.
- 02 / Check
Compare against the written expense policy, limits and project codes.
- 03 / Flag
Mark missing receipts, over-limit items, duplicates and unusual merchants with the reason.
- 04 / Approve
The approver and finance review flags and approve, return or adjust the claim.
Where people stay in control
Approval points.
- An approver and finance decide every claim; nothing is paid automatically.
- Flags are explained so employees can correct claims, not treated as accusations.
How we would measure it
Against a baseline.
Measured before and after, on the same work.
Time from submission to reimbursement.
Policy issues caught before rather than after payment.
Claims returned for correction.
Related
Go deeper.
Automate the repeatableGive recurring work an owner, a trigger, and a stop rule.Client vs. server: where code runsWhat belongs in the browser or app, and what must stay on a server you control.Review expense reports against your policyA four-step playbook to turn your expense policy into clear checks, prepare each claim with its receipts and flags, and keep approvers and finance in charge of every decision.How to automate expense report reviewHow can a finance team use AI to review expense reports faster without loosening control?
More use cases
Other places to start.
Finance
Supplier invoice coding and approval
Read incoming supplier invoices, match them to purchase orders and past coding, and route each one to the right approver with the draft entry ready.
See the workflow FinanceInvoice and payment matching
Match invoices, receipts and payments across systems, and hand a person the short list that does not reconcile.
See the workflow FinanceVendor contract and renewal review
Extract key terms and renewal dates from vendor contracts, flag unusual clauses for review, and make sure no renewal passes unnoticed.
See the workflowAn illustrative workflow pattern, not a result from a specific customer.
Bring the messy version
One workflow.
A better way to run it.
Show us the tools, the handoffs, and the part that keeps slowing your team down.
---
title: "Expense report review: AI Use Case"
description: "Check each expense claim against the policy and its receipts, prepare the approval with anything unusual flagged, and leave the decision with the approver and finance."
url: https://lidvizion.ai/use-cases/expense-report-review/
site: Lid Vizion
index: https://lidvizion.ai/llms.txt
---
[Use cases](https://lidvizion.ai/use-cases/) · Finance
# Expense report review
Check each expense claim against the policy and its receipts, prepare the approval with anything unusual flagged, and leave the decision with the approver and finance.
[Talk through this workflow](https://lidvizion.ai/contact/?need=ai-workflow&from=%2Fuse-cases%2Fexpense-report-review%2F#write) · [Automate the repeatable](https://lidvizion.ai/services/automation/)
Where it starts
## The trigger.
An employee submits an expense report.
How it runs today
- Approvers sign off without reading every receipt.
- Finance finds missing receipts and policy breaches after payment.
- Similar claims are treated differently depending on who approves them.
The workflow
## Four bounded steps.
Each step has an owner and a stop rule.
1. 01 / Read
Read each line and its receipt: date, merchant, amount, category and attendees.
2. 02 / Check
Compare against the written expense policy, limits and project codes.
3. 03 / Flag
Mark missing receipts, over-limit items, duplicates and unusual merchants with the reason.
4. 04 / Approve
The approver and finance review flags and approve, return or adjust the claim.
Where people stay in control
## Approval points.
- An approver and finance decide every claim; nothing is paid automatically.
- Flags are explained so employees can correct claims, not treated as accusations.
How we would measure it
## Against a baseline.
Measured before and after, on the same work.
### Time from submission to reimbursement.
### Policy issues caught before rather than after payment.
### Claims returned for correction.
Related
## Go deeper.
- [Automate the repeatable](https://lidvizion.ai/services/automation/): Give recurring work an owner, a trigger, and a stop rule.
- [Client vs. server: where code runs](https://lidvizion.ai/resources/basics/backend-client-vs-server/): What belongs in the browser or app, and what must stay on a server you control.
- [Review expense reports against your policy](https://lidvizion.ai/guides/review-expense-reports-against-your-policy/): A four-step playbook to turn your expense policy into clear checks, prepare each claim with its receipts and flags, and keep approvers and finance in charge of every decision.
- [How to automate expense report review](https://lidvizion.ai/answers/how-to-automate-expense-report-review/): How can a finance team use AI to review expense reports faster without loosening control?
More use cases
## Other places to start.
[All use cases](https://lidvizion.ai/use-cases/)
- [Supplier invoice coding and approval](https://lidvizion.ai/use-cases/invoice-coding-and-approval/): Finance Read incoming supplier invoices, match them to purchase orders and past coding, and route each one to the right approver with the draft entry ready.
- [Invoice and payment matching](https://lidvizion.ai/use-cases/finance-reconciliation/): Finance Match invoices, receipts and payments across systems, and hand a person the short list that does not reconcile.
- [Vendor contract and renewal review](https://lidvizion.ai/use-cases/vendor-contract-review/): Finance Extract key terms and renewal dates from vendor contracts, flag unusual clauses for review, and make sure no renewal passes unnoticed.
An illustrative workflow pattern, not a result from a specific customer.
Bring the messy version
## One workflow. A better way to run it.
Show us the tools, the handoffs, and the part that keeps slowing your team down.
[Let’s map your workflow](https://lidvizion.ai/contact/) · [Read our approach](https://lidvizion.ai/approach/)