Click "Summarise themes with AI" to extract patterns from explanations.
RED
No summary yet.
YELLOW
No summary yet.
GREEN
No summary yet.
Flagged transactions
Date↕
Vendor
Category
Requester
Amount
Z
Explanation
Flag
Rationale
Detection threshold
A transaction is flagged when its amount exceeds this many standard deviations above its category mean.
Auto-classification keywords
Phrases that strongly suggest a flag color when present in the requester's explanation. Used as a check on the LLM's answer and as the offline fallback.
Policy text (free-form)
Plain-language policy that the AI applies on every classification and wizard turn. Be specific about pre-approval thresholds, vendor expectations, and escalation rules.
Per-category dollar caps
Soft cap = warning level (YELLOW territory). Hard cap = should require explicit pre-approval (RED if absent).
Category
Soft cap ($)
Hard cap ($)
Saved.
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Manage users
Add accounts for other people. Admin users can also manage other users; non-admins cannot.
Username
Role
Last password change
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AI Auditor Wizard
A guided interview that classifies your expense without back-and-forth with the audit team.