AI Workflow: AI Expense Processing

AI Expense Processing automates the submission, verification, and approval of employee expense reports, eliminating manual data entry and accelerating reimbursement. The workflow begins when an employee photographs a receipt — AI extracts the merchant name, date, amount, tax, and line items with 95%+ accuracy. It categorizes the expense, checks it against company spending policies (meal limits, approved categories, required pre-approvals), and flags violations before the report reaches a manager. Approved expenses are automatically routed for reimbursement with properly coded GL entries. This workflow reduces the per-expense processing time from minutes to seconds and eliminates the friction that causes employees to delay or skip expense reporting. ShipSquad implements this by configuring AI receipt scanning with mobile capture capability, defining your expense policies as machine-readable rules, setting up approval routing through Zapier or Make, and connecting approved expenses to your accounting system for automated reimbursement processing.