Run finance ops without a dedicated hire.
Agent Lydia collects receipts, reviews expenses and keeps your ledger current. You just need to say yes.
September expenses - Google Sheets×+
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docs.google.com / spreadsheets
⋮September expenses☆ ☁
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↶ ↷100% ▾$ % .0 .00123 ▾Arial ▾− 10 ＋BIAΣ
E2 ▾fxException +$6.40
| A | B | C | D | E | F | G | |
|---|---|---|---|---|---|---|---|
| 1 | Date | Employee | Expense | Amount | Approval | Payment | Receipt |
| 2 | Sep 8 | Alex | Client dinner | $186.40 | Exception +$6.40 | Pending | dinner.pdf |
| 3 | Sep 8 | Jordan | Client travel | $42.80 | Approved | Sent | taxi.pdf |
| 4 | Sep 7 | Casey | Office supplies | $28.00 | Approved | Pending | supplies.pdf |
| 5 | Sep 7 | Ann | Production props | $64.50 | Approved | Sent | props.pdf |
| 6 | Sep 6 | Erik | Conference travel | $120.00 | Approved | Sent | travel.pdf |
| 7 | |||||||
| 8 | |||||||
| 9 |
＋ ≡September ▾Policy ▾All changes saved
#expense-approvals
Alex10:06
Northstar dinner, three guests.
LydiaAgent10:07
$6.40 above the limit. Sent to Simon for approval.
Client dinner
A receipt becomes a reimbursement
$6.40 exception
$186.40 receipt · $180 meal limit
Lydia handles the work
Check receipts, flag exceptions, and match payments to expenses.
You make the calls
Set the policy. Approve exceptions and make the payment.