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AI Expense and Subscription Review Workflow

Group recurring spend, duplicate tools and policy exceptions without AI cancelling services or approving claims.

Source work

Recurring card payments are grouped by tool, owner and renewal date

AI output

Duplicate software categories are flagged for owner review

Reviewer

Budget owner approves cancellations, renewals, expense decisions and staff wording.

Measurement

Measure review time, duplicate spend found, owner responses and policy rework

Example workflows

  • Recurring card payments are grouped by tool, owner and renewal date.
  • Duplicate software categories are flagged for owner review.
  • Expense-policy exceptions are listed with source notes.
  • Renewal questions are drafted for internal owners.

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