AI expense review

AI Expense Reviews help you automatically identify whether expenses follow your company's spending guidelines. 

The feature uses AI to flag expenses that may be out of policy, saving you time and helping ensure spending stays on track. Where necessary, the AI Expense Reviewer asks for additional notes regarding the expense the user made. This is then presented to the admins for their review  so they can make a final decision whether the expense is out of policy or not.

The AI reviews the following information in order to generate an output such as:

• Expense category (flights, meals, accommodation, etc.)
• Amount spent
• Receipt information
• Notes and descriptions

How to enable AI expense Reviews

To use AI Expense Reviews, first set up spending guidelines for your company. Then, activate AI Expense Reviews so it can analyse expenses based on your company guidelines.

1. In Pleo, access Settings
2. Navigate to General
3. Click Pleo AI
4. Toggle twitch AI expense reviews

Good to know: 

• The more detailed and specific your spending guidelines are, the more accurate the AI flagging will be.
• AI Expense Review works for card purchases and out-of-pocket expenses.

Understand flagging scenarios

• OK - The expense follows your company's spending guidelines. These expenses can be approved quickly, often in bulk, saving time during the review process.
• Needs attention - The expense does not follow your company's spending guidelines. These expenses are flagged for closer review and may need additional justification or approval.
• Unknown - The AI cannot determine if the expense is within policy, usually because there isn't enough information or the guideline isn't clear enough. These expenses need manual review.

Employee’s perspective

When you submit an expense that's flagged as Needs attention or Unknown, you'll receive guidance explaining why it's been flagged. You can then:

• Add more details or notes to explain the expense
• Attach additional documentation
• Submit it for review with the context your reviewer needs

Reviewer’s perspective

Expenses appear in your review queue with:

• Clear indicators of the verdict status
• Guidance on what to check (e.g., "This airline ticket is business class, but your company policy only advises economy class")
• The ability to bulk approve expenses marked as OK