Expense Submission
Provides a secure portal for uploading receipts, bill images and supporting documents with an expense reason.
Expense Report Agent
FinanceSimplify expense submissions, verify bills against policies, and track reimbursement approvals.
Use cases
Expense Verification, Reimbursement Review, Claim Tracking
About Expense Report Agent
Expense Report Agent helps employees submit and track reimbursement claims through Microsoft Teams and Microsoft 365 Copilot. A welcome card provides guidance and access to a secure upload portal, where employees sign in with their work account, upload bills and supporting documents, and explain their expenses. The agent stores documents in SharePoint, extracts bill details, checks reimbursement policies and possible duplicates, and prepares an evidence-backed PDF report. Finance reviewers approve, reject or request clarification, while employees provide additional information and check claim progress.
Standard Features
Pre-built capabilities included in the standard version of the agent.
Bill Verification
Extracts bill details, checks company policies, and flags possible duplicates and missing information.
Reports & Evidence
Generates a PDF report containing verification findings and supporting bill evidence.
Finance Review
Emails the assigned reviewer to approve, reject or request clarification on the claim.
Claim Tracking
Assigns a unique reimbursement ID and lets employees check progress and provide clarifications.