Finance template
Flag out-of-policy spend
Check every request against policy and budget and route exceptions with a recommendation.
4 hrs/week
Typical time saved per team
12k runs
Production runs across workspaces
Agent that runs it
HOW IT RUNS
From trigger to result, one auditable step at a time.
Trigger
Spend request submitted
Research
Budget, policy and existing licences
Decision
Approve, reassign or escalate
Action
Route with context and log
Policy reviews happen after the money is gone. The agent checks each request against your spend policy and remaining budget as it arrives, approves the routine ones and routes exceptions with a recommendation and the relevant clause.
What’s included
Agent instructions written for finance teams
Pre-configured tools with least-privilege scopes
Approval gates with sensible defaults
An eval suite built from anonymised production runs
Make it yours
Adjust thresholds, swap tools or add steps in the visual builder. The template runs in shadow mode first and proposes every action for review until you switch on autonomy.
POWERED BY
Spend Approver
Pre-checks every spend request against policy and budget, then routes it to the right approver with context.
CONNECTED TOOLS
Starts in shadow mode. Every action is proposed for review until you switch on autonomy — per step, per threshold.