Expense Policy Validator — Summary Sheet
A plug-and-play policy enforcement agent that reduces audit risk and accelerates expense approvals.
Problem
Enterprises lose significant time and audit reliability when enforcing expense policies manually. Finance teams must cross-check receipts, approvals, and exceptions across disparate systems — often from static PDFs, Excel files, or HR portals. This leads to slow approvals, inconsistent enforcement, and non-compliant reimbursements.

Agent Architecture
Input:
Uploaded receipt image or expense submission
Optional: Attached policy document (
.pdf
,.md
,.csv
)
Processing Workflow
OCR Block – Extracts data from receipt (vendor, amount, date, etc.)
Variable Assigner – Normalizes inputs (e.g.,
expense_total
,category
,receipt_vendor
)Memory Retrieval Block – Loads
policy_memory
for threshold values and blacklisted vendorsConditional Logic Block – Checks thresholds, flags compliance issues
LLM Block (Fallback) – For ambiguous cases, generates escalation message
Output Block – Returns:
✅ Approved
❌ Rejected with reason
🔁 Escalation suggested (if ambiguous)

Strategic Value
90%+ reduction in manual reviews for standard expense categories
Audit-ready compliance trail for finance teams
MCP-compatible JSON structure for downstream integration with ERP or financial systems
Deployable via no-code GLIK Studio or installable from the GLIK Marketplace (June 2025)
Last updated
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