Expensify Report Review Agent with Claude Code
Each line is checked against two things at once: the policy you wrote in plain English and the Expensify policy the report was submitted under. Claude Code reads context thoroughly before concluding anything, which is what a per item, per category, receipt status pass over eleven lines actually takes. The verdict at the end is four words or a short list.
Watch it work before it's live
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
Berlin Sales Trip, 4 to 7 May
Eleven line items totalling 1,842.60 EUR. Flights Warsaw to Berlin at 312.40 EUR, hotel for four nights at 688.00 EUR, seven meals between 14.20 and 61.90 EUR, and airport taxis at 74.00 EUR. Every item has a receipt attached and each dinner sits under the 75.00 EUR limit.
Set up in minutes
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect Expensify
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Expense policy
The spending rules a report has to satisfy - per item and per category limits, what always needs a receipt attached, categories you never reimburse, how far back a submission can be dated, and what makes a report worth a proper read rather than a rubber stamp.
Runs on Claude Code
Preselected for this page — connect your Claude Code account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Why Claude Code for this agent
Two policies, one pass
Your written rules cover the judgement calls a rule engine cannot and the Expensify policy covers the mechanical ones. Both have to be in view while a single line is judged.
Both numbers, side by side
A flag names the item, the merchant, the date and the amount next to the limit it crosses. Over budget with no figures gives the approver nothing to act on.
Before you fork
What if my written policy contradicts the Expensify policy?
It flags the line and says what it could not settle rather than picking a winner, which is the right outcome. Contradictions surface as NOT SURE lines naming what a person has to check. A few of those in the first fortnight is usually how a team discovers their written policy had drifted from the configured one.
Run it with a different agent
Put Expensify Report Review Agent to work on Claude Code
Free to start. Guided setup, a test run against staged conversations, and it's live.