Expense Report Co-Pilot
Receipt photo → coded, GL-mapped, policy-checked expense. Replaces Expensify $9/user × 8.
The problem
Expensify Collect runs $5-9/user — $72/mo for an 8-person team — and Pleo modules add another $50+/seat. Receipts still pile up in Slack DMs and reports get filed 3 weeks late.
What changes
Employee texts/emails receipt → OCR (Mindee) extracts vendor, date, amount, tax → categorizes via QuickBooks COA → checks against policy ($X meal cap, no alcohol, etc.) → drops into next pay-cycle batch.
A day in the life
What this agent actually does.
- 1
Tue 7:42pm: Sales rep texts photo of $84 client dinner — coded to 6420 Meals, flagged 'over $75 cap, justification?'
- 2
Wed 9:15am: Rep replies 'closing dinner with Acme' → auto-approves, attaches CRM deal context
- 3
Fri EOM: Batch payroll export of 47 expenses ready for review in 4 minutes (vs 3 hours)
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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