Finance & Accounting
Audit expenses for over-limit and weekend claims
Upload expense rows as CSV with a limit column. Rows above their limit and weekend expenses are flagged, and you get totals per employee.
or drop it here
- CSV
- Up to 50,000 expense rows
1 prepared source file · 69 bytes
- Expenses: 1
- Flagged: 0
- Untested: 0
result.csv · findings.csv · employee-summary.csv · untested-policy.csv · manifest.json
One clear job, from source to download
- 1
Add the source
Supported formats and limits are visible before the upload.
- 2
Confirm the settings
Review the exact source, options, units and access before processing.
- 3
Inspect and download
Check the preview and warnings, then unlock the complete package.
Flag expenses above their limit and on weekends
What your CSV needs
You upload expense rows as a CSV file, up to 50,000 rows per run. Each row needs a policy limit column, because every expense is compared with the limit on its own row. The tool cannot read a written policy document. You also state the policy currency. Currencies are not converted, so convert a mixed-currency export before you upload it. You get 3 free jobs a day with a free account.
The five files you get
The download holds result.csv with the worklist, findings.csv, employee-summary.csv with totals per person, untested-policy.csv and manifest.json. Rows with no limit are never guessed at. They go to the untested list, so you can see what was not checked. Compare the row counts with your export before you hand the worklist to someone else. Your original file is not changed.
Weekend review and what stays yours
Set Review weekend expenses to Yes and claims dated on a Saturday or Sunday are flagged for a look. That flag is a review prompt. It does not say a rule was broken. The same goes for over-limit rows, which may have an approved reason. Deciding whether a claim is paid, questioned or refused stays with your finance team. The output supports that review and does not replace it.
Questions before you run it
Does my CSV need a policy limit column?
Yes. Each row is compared against the limit stated on that row. Rows with no limit are not guessed at; they go to untested-policy.csv so you can see exactly what was never checked.
What does the weekend review option do?
Set to Yes, it flags expenses dated on a Saturday or Sunday for a look. It is a review prompt, not a claim that any rule was breached.
Can it read our written expense policy document?
No. Prose policies are ambiguous, so limits have to arrive as a column you confirm. Only what is in the file gets tested.
How many expense rows can one run handle?
Up to 50,000 rows of CSV. The employee summary totals spend per person across that whole set.
Does it convert currencies?
No. You state the policy currency and rows are compared in it. A mixed-currency export should be converted before upload, or the comparison will not mean what you expect.