Reconcile a week of expenses without touching payouts

Setup

1. 01

   Export one week, not a year

   A small file makes the tie-out checkable. Include the policy as text, not a vibe.

2. 02

   Give read access to the receipt inbox

   Grok Bot's expense example uses the expense system, email, and a spreadsheet. Skip write access.

3. 03

   Reject any total that does not tie

   If the summary cannot add back to the export, the drafts are not ready.

4. 04

   Send follow-ups yourself

   Copy the drafts you agree with. Leave reimbursement changes in the finance tool.

Metrics

These are editorial labels so you can compare playbooks. They are not measurements.

Hands-on time

30–60 minutes to check the tie-out

You still approve

Follow-ups and any category change

Cost bucket

Low

Questions