AI-Agents for Finance in Policy Exceptions working with Airtable
Flag out-of-policy purchases, check promotion pay, route approvals. Every one is ready to run, and you can adjust it in plain language.
Email Finance policy owners about settled card charges with recorded violations.
Your policy owner gets a clear email for settled card purchases with policy violations. They can review the charge details.
24 toolsSurface spending exceptions for the policy owner's next reviewer decision.
Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.
13 toolsSend bill policy exceptions to the policy owner for a decision.
Your policy owner gets supplier bills that break approval rules, so those exceptions have someone to review them.
Apply cost center approval rules to each purchase request.
Purchase requests reach the manager responsible for their cost center. Your team can see why that manager received the card.
