With Intelligence, expenses can be automatically approved when they comply with your company's expense policy.
Intelligence works as part of your existing approval flow. If an expense cannot be clearly approved based on the policy, it is forwarded to a human approver for review.
How Intelligence works
When an expense is submitted:
Intelligence reviews the expense based on your company's expense policy.
The expense is automatically approved if it clearly complies with the policy.
The expense is forwarded to a human approver if Intelligence cannot approve it automatically.
This means your team can focus on the expenses that require human review.
Enable Intelligence in an approval rule
You can choose which approval rules should use Intelligence.
To enable Intelligence:
Go to Team & Cards → Team & Approvals.
Select the team you want to configure.
Select the Approval policy tab.
Go to the approval rule where you want to use Intelligence.
Enable Intelligence.
Select the human approver the expense should be forwarded to if Intelligence cannot approve it.
Save your changes.
Configure your company's expense policy
For Intelligence to make automatic decisions, your company needs to have a clear expense policy.
The expense policy is used to determine which expenses can be automatically approved. The clearer your company's guidelines are, the easier it is for Intelligence to determine whether an expense complies with the policy.
If an expense does not clearly comply with the policy, it is forwarded to the human approver.
Intelligence and human approval
Intelligence works alongside your company's existing approval flow and can be added as an approver to any rule.
When Intelligence is enabled:
Intelligence reviews the expense first.
If the expense complies with the policy, it is automatically approved.
If the expense requires human review, it is forwarded to the selected approver.
This allows the human approver to focus on the expenses that actually require review.
Limitations
Intelligence only applies to the approval of expenses.
Intelligence does not support approval rules for supplier invoices.
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