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Expense Management Assistant

Guides employees through compliant expense submissions and approval flows. Detects policy violations and duplicate claims in real time. Reduces processing time and fraud risk. This agent leverages advanced AI capabilities to automate and optimize finance & banking suite processes, ensuring consistent execution and improved outcomes.

The Problem

  • •Manual financial processes are slow
  • •Compliance and audit challenges
  • •Difficulty providing self-service options
  • •High error rates in manual processing

Benefits

  • •Automates financial processes
  • •Ensures compliance
  • •Provides self-service options
  • •Reduces errors significantly
Trigger
1

Expense submission or approval request initiated

2

Gather expense details and receipt data

3

Enrich with policy rules and approval workflows

4

Analyze expenses for policy violations and duplicates

5

Validate compliance and detect fraud risk

6

Generate compliant expense submission or flag violations

7

Deliver expense processing reducing time and fraud risk

How It Works?

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