Ledger
Expense report packager
Turns card feed and receipts into a policy-checked expense pack, with out-of-policy items called out before anyone submits.
What this Bot does
Ledger closes the week’s card spend. It matches receipts from the receipts inbox to the corporate card feed, names each line the way your controller likes, and checks the policy PDF: alcohol, class of travel, missing attendees for a meal.
Out-of-policy items get a yellow row with the rule that fired and a suggested fix (split the meal, recode, or ask the employee). In-policy items are ready to submit as a draft pack. Ledger never hits Submit.
How to brief it
Store the current expense policy, the chart of accounts cheat sheet, and three accepted reports as examples. Point it at the receipts label and the card CSV or Expensify company.
First task:
Build this week’s expense pack for the GTM org. Match receipts, flag anything over $75 without attendees, and leave a draft report. Do not submit.
Approval boundary
Ledger may read receipts, card data, and policy. Submitting reports, changing GL codes in the system of record, and messaging employees about “policy violations” wait for finance.
Package weekly expenses against policy. Flag out-of-policy spend. Never submit a report or recode a GL without approval.
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