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Finance template
Extract receipt details, check policy limits, route approvals and record approved expenses.
The problem
Expense reports are checked manually against policy and approved over email. Reviewers lack context, approvals stall and finance re-enters approved data.
Workflow
This is the complete workflow. Select a step to inspect it, run it with sample data, or simulate a failure to see recovery.
Trigger: Form · Expense submitted
Select a step to inspect it, or press Run Workflow to start a simulated execution.
No execution yet. Steps will appear here as they run.
Select any step on the canvas to see its configuration and simulated output.
Simulated demonstration with sample data. It illustrates how a run is presented and does not execute real customer workflows.
Steps
A submitted expense form starts the workflow.
An AI extraction step reads merchant, date and amount from the receipt.
A policy rule compares the amount and category with limits.
Expenses above the limit go to a manager; others are auto-approved.
The approved expense is recorded in the ledger.
Required integrations
Integrations are planned. Templates run against sample data in the demo.
Configuration
Form source
Where expenses are submitted
Policy limits
Amount and category thresholds
Approver mapping
Manager lookup for each submitter
Ledger API
Endpoint for recording expenses
Expected output
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Create a workspace with this workflow already loaded.