The Expense Report Processing Agent is a ZBrain solution developed to simplify the manual and time-consuming aspects of expense reporting by automating the extraction, classification, and submission of expenses. It improves accuracy and compliance while reducing the effort required from both employees and finance teams.

Expense Report Processing Agent Workflow

Users can submit receipts as PDFs or images, and the agent manages the subsequent steps. Leveraging OCR and natural language understanding, it extracts key details such as amount, vendor, date, and purpose. Through semantic analysis, the agent classifies and populates each transaction into a standardized reimbursement form. It supports bulk processing and cross-references each submission with company expense policies to identify entries that are out of policy.

By automating categorization, form-filling, and validation, the agent reduces delays, minimizes errors, and helps ensure policy adherence. It integrates with approval workflows, allowing finance operations to close expense cycles more efficiently and providing employees with a streamlined reporting experience.

Accuracy
TBD

Speed
TBD

Input Data Set

Sample of data set required for Expense Report Processing Agent:

MetroCab Receipt

MetroCab Express

www.metrocabexpress.com

Trip Receipt

Trip Date: July 10, 2025
Pickup Time: 3:15 PM
Drop-off Time: 3:42 PM

Passenger Name: Jordan Mitchell
Pickup Location: San Francisco International Airport (SFO)
Drop-off Location: Hotel Zephyr, 250 Beach St, San Francisco, CA

Fare Summary

Description	Amount
Base Fare	$6.00
Distance Charge	$19.20
Time Charge	$6.80
Fuel Surcharge	$2.00
Toll	$1.50
Total	$35.50

Payment Method: Mastercard •••• 1124
Receipt ID: MCX-SF-5793842

Thank you for choosing MetroCab Express.
Need support? Visit www.metrocabexpress.com/help

Deliverable Example

Sample output delivered by the Expense Report Processing Agent:

Expense Report Entry – MetroCab Express

Employee Name: Jordan Mitchell
Employee ID: 849327
Submission Date: July 15, 2025

Expense Details

Vendor: MetroCab Express
Date of Expense: July 10, 2025
Time of Trip: 3:15 PM – 3:42 PM
Pickup Location: San Francisco International Airport (SFO)
Drop-off Location: Hotel Zephyr, 250 Beach St, San Francisco, CA
Purpose: Client Visit Transportation
Category: Local Transportation
Amount: $35.50
Payment Method: Mastercard •••• 1124
Receipt ID: MCX-SF-5793842

Compliance Check

In Policy: Yes
Policy Flags: None

Status: 🟢 Ready for Approval

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Expense Report Processing Agent