Expense checker
Checks your employees' receipts against your rules and sets them up for payment.
Saves, estimated: ± 1 hour a week
Expense checker is an AI agent from Altramano for administration and finance. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Reads every receipt an employee submits: amount, date, VAT and what was bought.
- Tests it against your rules, such as a maximum per meal or a mandatory project code.
- Sets an approved expense claim up in your accounts and tells the employee it is on its way.
- Puts a claim that falls outside the rules in front of you, with the reason.
An example
- In
- A photo of a fuel receipt of €84.20 without a project code, sent in through the mailbox.
- Out
- A question to the employee for the project code, and then a booking ready for approval.
Integrations it uses
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
Google DriveRead, upload and move files and folders in Google Drive, with a trigger on a new file.
Microsoft OneDriveRead, upload and move files and folders in OneDrive, with a trigger on a new file.
Exact OnlineReading and creating relations, items, sales invoices, ledger lines and outstanding items in Exact Online.
AFAS ProfitReading and writing in AFAS Profit through GetConnectors and UpdateConnectors, per administration, with a trigger on new rows or a Profit notification.
Where the limit lies
You approve every claim before it is paid out; what falls within the rules is already on green.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Expense claims → approval | automation | An expense claim through the form lands in a table and goes to the manager for approval. |
| Receipts assistant | AI agent | An assistant that pulls the details out of a photo or PDF of a receipt and puts them in a table. |
Frequently asked questions
Where do I record my rules?
In plain language, with the agent: for instance a maximum per day, which costs are and are not allowed, and which details a receipt must carry.
What if a receipt is unreadable?
Then it asks the employee for a new photo and puts the claim on hold. You do not have to chase it.
Can an employee see what happens to a claim?
Yes. They get a message when the claim is received, approved or raises a question.