Manual6.1
MissionWeekly reconciliation and missing-information chase, with policy citations on every exception.
SegmentReconcile and prepare, never post
Bots
- Expense Manager · Expense summaries, receipt matching, policy exceptions
- AP · Invoice extraction and PO matching
- Vendor Watch · Subscription and renewal monitoring
Connect
- Expense system
- Finance inbox
- Shared drive
- Finance spreadsheets
- Read-only, via scoped service accounts, wherever the system permits
Routines
- Friday expense summary
- Monthly subscription and renewal audit
- Daily invoice inbox sweep
First taskBuild this week's expense summary from the expense system and the attached policy. Match receipts from the finance inbox, flag missing categories or policy exceptions with the policy section cited, and draft one follow-up per owner. Return the summary and drafts; send nothing and change no reimbursements.
Red lines
- No payments
- No journal entries
- No reimbursement changes
- No messages to vendors
- Totals must reconcile back to source or the Bot reports the discrepancy instead of resolving it