Finance & procurement
A purchase request that is ready for review when it arrives.
Vendor, amount, cost center, justification and the quote arrive together. A reviewer owns the decision, an approver confirms by email, and every AI output waits for a person.
Finance Review
Finance, purchasing, vendor, and approval intake.
How it works
From the first message to a recorded outcome.
- 01
Collect the evidence
The starter Finance Review asks for the request type, amount, vendor or payee, cost center and business justification — with the quote attached.
- 02
A reviewer owns it
The analysis is guided to look for the amount, counterparty, supporting documents, approval owner and missing evidence.
- 03
The approver decides
Send an approval request to the budget owner. They confirm with a six-digit code; the decision and note are recorded.
- 04
Follow through, visibly
Reply to the submitter and complete the request. Save the procedure as policy guidance for the next one.
Studio lighting kit
Submitted answers
- Amount
- 750.00
- Vendor or payee
- Example Supply
- Cost center
- Studio · 4120
example-supply-quote.pdf
Decision Factors
Looks for: the entity, vendor or counterparty, amount, currency, period, due date, and requested decision.
Required Checks
Looks for: supporting documents, budget or account coding, approval owner, policy basis, and segregation of duties.
- RequestedSent by Owen Hart
- Approved“Approved within Q4 studio budget.”
The approver needs no account. They open a secure link and confirm with a six-digit code.
Set up for this work
The Finance / Procurement profile, out of the box.
A workspace set up with this profile starts with these defaults. Rename terms and switch modules on or off later; the review policy stays with the profile.
- A request is called
- Finance Request
- Who asks · for whom
- Submitter · Entity
- Owned by
- Reviewer
- Time tracked by
- Requested due dates
- Starter form
- Finance Review: Request type, Amount, Vendor or payee, Cost center, Business justification
- AI review
- Human review of AI output by default; automatic sending blocked
- Knowledge filed as
- Procedure in Policy Guidance
The analysis is guided to look forDecision Factors · Required Checks
- the entity, vendor or counterparty, amount, currency, period, due date, and requested decision
- supporting documents, budget or account coding, approval owner, policy basis, and segregation of duties
- missing evidence, exception handling, compliance exposure, and the next required review
Priority rises for
- payroll, close, filing, payment, cash-flow, fraud, or regulatory deadlines
- material financial exposure, duplicate or suspicious activity, or policy exception
- missing approval or source documentation that blocks a committed deadline
From the product’s profile instructions. The analysis can be wrong; your team decides.
What it won’t do
- Assist Engine does not approve spending, move money or execute payments.
- It does not replace your accounting system or financial controls; configure reviewers and access to match your policy.
- In finance workspaces AI replies are always drafts, and human review of AI output is the default.
Try it with this team’s questions.
The sample runs in your browser. Nothing is submitted, and no account is needed.
