Expensify Report Review Agent with Codex

The catch that pays for this is dull: the same amount, on the same day, twice on one report, one paid by card and one marked cash. Codex is good with ids, dates and amounts, which is what duplicate detection reduces to once somebody actually looks. The interesting failures here are arithmetic rather than judgement.
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Free to start · guided setup · switch agents any time.

Live demo

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

Marta KowalczykSales Travel Policy (EU)

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.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect Expensify

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. 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.

  4. Runs on Codex

    Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.

  5. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Codex for this agent

Two lines, one hotel night

Duplicates hide in reports that are otherwise ordinary, and nobody clicking through forty of them on a Friday finds one. A structured pass over the line items does.

Dates checked against the trip

A conference that ended in March and a submission dated July is a policy question, and it surfaces only if the dates on each line are read rather than skimmed.

Good to know

Before you fork

How does it spot the same expense claimed twice?

By comparing amounts, dates and merchants across the line items of that one report. It cannot see across reports or across months, so a duplicate split between two submissions is outside what it catches. Knowing that limit matters before you treat a clean verdict as an audit.

Other editions

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Make it yours

Put Expensify Report Review Agent to work on Codex.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.