Workflow template for Tallyfy

AI for Finance - Expense Report Review

Use this procedure to review expense reports with AI-powered automation. Your team can catch policy violations, verify receipts, and process approved expenses faster and with less manual effort. If you're not sure where to start, follow the steps in order.

9 steps

Import into Tallyfy Preview steps

Run this workflow in Tallyfy with people, AI, and conditions

AI for Finance - Expense Report Review Run #2,481 Running now Completed

1 done, 1 running, 7 to go

Status	Step	Assignee
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	1. Upload expense reports to AI tool	TM Team member
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	2. Run automated policy compliance check why this works	AI AI agent
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	3. Flag out-of-policy items	TM Team member
Status: Completed Status: Active Status: Waiting Status: Conditional Status: Up next	4. Review AI-flagged exceptions why this works	AI AI agent
+ 5 more steps below

Import this template into Tallyfy

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

Upload expense reports to AI tool

1 day from previous step

task

Upload your expense reports.

Run automated policy compliance check

1 day from previous step

task

Trigger the automated compliance check on your uploaded reports. The AI scans each line item against your company's expense policy and flags anything that does not match.

Flag out-of-policy items

1 day from previous step

task

Review the list of items the AI has flagged as out of policy. Add any notes or context that will help reviewers understand why each item was submitted.

Review AI-flagged exceptions

1 day from previous step

task

Go through each exception the AI has identified. Decide whether it is a genuine policy violation or a case where you will need to override the flag with a justification.