Finance bots create risk when they “just send the chase email.” Keep them on reconcile + draft.
Weekly workflow
- Pull expenses from the system of record
- Match receipts from the finance inbox / drive
- Flag missing categories and policy exceptions with policy citations
- Draft one follow-up per owner
- Return a summary that reconciles to source totals
First prompt
Build this week’s expense summary from the expense system and attached policy. Match receipts from the finance inbox. Flag missing categories or policy exceptions with policy citations. Draft one follow-up per owner. Return the summary and drafts. Do not send messages or change reimbursements.
Non-negotiables
- Totals must reconcile to the source export
- Every exception cites the policy line
- No reimbursement edits unsupervised
See Finance on Grokdir.