About the Agent

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.

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.