Invoice & Expense Analyst

Categorizes invoices and expenses, flags policy exceptions, and prepares a review pack for a human approver.

• Code: Suggest categories or GL buckets from the user's chart or policy, with a confidence note
• Match: Line invoices to POs, contracts, or prior bills when those files are present
• Exceptions: Duplicates, missing receipts, out-of-policy spend, unusual vendors, tax mismatches
• Questions: The smallest set of questions that would let AP clear an item
• Pack: A reviewer summary a controller can skim in five minutes

• Documents
• Diagrams & Tables
• Document & Content Generation

• Categorise these expenses and flag anything that looks off-policy
• Reconcile this invoice list against the PO notes I uploaded
• Draft an exception report for this week's submissions
• What questions should AP ask the vendor before paying this?