Finance · Policy audit
Expense policy audit
Turn submitted expense reports into policy decisions and annotated exceptions, while the auditor controls overrides and every flagged reimbursement decision.
Illustrative product view
run_expense_auditor_01
An expense report is submitted.
Trigger captured
Evidence is checked
Evidence attached
Human decision required
Terminal approval step
The operating problem
Where the process breaks.
Sampling leaves most reports unaudited, while manual review spends time on clean transactions. A governed workflow should check every submission consistently and reserve human attention for explained exceptions and overrides.
Governed execution
How the work runs.
Order remains explicit from trigger to decision. Every step runs inside the tools, data scope, and policy assigned to this workflow.
- 01Trigger
Report is submitted
The report, receipts, employee context, and applicable policy version enter the workflow.
- 02Agent
Evidence is checked
The agent compares receipts, card data, duplicates, merchant context, and configured policy.
- 03System
Clean reports are classified
In-policy reports receive the configured approval status and an evidence receipt.
- 04Human
Exceptions end with an auditor
Flagged reports present the rule, evidence, and proposed decision for terminal human review.
Decision boundary
Human approval is the boundary.
The approval node is terminal today. A post-approval send or write happens only through a separate manual or newly triggered continuation.
Required decision
An auditor decides every flagged exception and policy override; any downstream reimbursement action is separate from the approval run.
Approval recorded
Actor, decision, edits, and timestamp join the receipt.
Separate continuation
External write
Nothing resumes silently after the human decision.
Proof of execution
Execution receipt.
The output is not just a result. It carries the trigger, evidence, proposed actions, decision, and final workflow state.
Illustrative receipt
sample · run_expense_auditor_01
- Report, employee, and policy version
- captured · evidence_01
- Receipt and card-feed comparisons
- captured · evidence_02
- Duplicate and policy-rule results
- captured · evidence_03
- Automatic in-policy classification
- captured · evidence_04
- Auditor decision for each exception
- approved · continuation_not_started
Output · An approval decision or annotated exception with a complete audit receipt.
Connected work
Example systems in this workflow
These are illustrative system choices, not a claim that every one is a native connector. Configure supported native tools, MCP servers, OpenAPI imports, or approved HTTP tools for your environment.
Deployment boundary
Run the workflow in Zilionix Cloud, inside your VPC, or through the self-hosted deployment path while keeping organization-scoped data and credentials inside the selected boundary.
Zilionix Cloud
Your VPC
Self-hosted
Policy before autonomy
Guardrails for this run.
Policy versions and exception thresholds are explicit and traceable.
Every flag includes the rule and source evidence that produced it.
Human approval is terminal for exception branches.
A separate authorized action handles reimbursement after a human decision.
External evidence
Benchmark the opportunity.
This source illustrates the surrounding business problem. It is not a Zilionix deployment, customer result, or performance guarantee.
Related workflows
Keep following the work.
All 14 use casesBring this workflow into view.
Map the trigger, tools, approval boundary, and execution receipt against the way your team already works.