Expense Report Review Agent

Deloitte’s AI-enhanced Expense Management Workflow can transform the way expenses are managed, helping ensure efficiency, accuracy, and compliance across the entire lifecycle. This solution leverages intelligent agents to automate and optimize each step, from expense report submission to analytics and reporting.

Key Steps and Enhancements:

Expense Report Submission: AI pre-validates submission completeness and suggests missing information.

Receipt Verification: AI uses OCR to extract receipt data and verify against claims automatically.

Policy Compliance Check: AI automatically flags policy violations with specific rule references.

Duplicate Detection: AI detects duplicates across reports using fuzzy matching algorithms.

Mileage Verification: AI verifies mileage using mapping APIs and flags unusual routes.

Per Diem Calculation: AI automatically applies correct per diem rates with meal adjustments.

Currency Conversion: AI applies official exchange rates and validates against card data.

Manager Approval Routing: AI intelligently routes based on availability and approval history.

Audit Selection: AI uses risk scoring to select high-risk reports for audit.

GL Coding: AI suggests GL coding based on patterns and validates accuracy.

Reimbursement Processing: AI optimizes payment timing and handles tax withholding requirements.

Analytics & Reporting: AI generates insights on spending patterns and policy improvement opportunities.

Benefits:

Operational Efficiency: Reduces manual effort and accelerates processing times.

Accuracy: Enhances data extraction and validation accuracy.

Compliance: Determines adherence to policies and regulations.

Employee Satisfaction: Improves communication and reimbursement timeliness.

By embedding AI into routine tasks, Deloitte’s solution not only boosts productivity but also frees up human talent for strategic innovation. It’s a future-ready platform that brings together AI, automation, and human oversight into a cohesive, high-impact solution.

This professional service utilizes Amazon Bedrock, Bedrock Agents, Strands Agents, Lambda and OpenSearch.