Expensify Report Review Agent with Hermes
The queue is the real problem. An approver with forty reports open on a Friday afternoon clicks through and hopes, and the honest reason is that reading eleven line items against a policy is tedious rather than difficult. Hermes puts capable open model reasoning on the tedious half, and finance keeps every decision.
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 Hermes
Preselected for this page — connect your Hermes 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 Hermes for this agent
The tedium, taken off the queue
Every report is read at the same depth, the one from the frequent traveller and the one from somebody who submits twice a year. Familiarity stops deciding how closely a report is checked.
Verdict short enough to read
Report, submitter, total, clean or needs a look, then the flagged lines. It fits on a phone without scrolling twice, which is where these actually get read.
Before you fork
Does anything about the submitter end up in that Slack message?
Their name and the report, and nothing about their habits or motives. The agent is told to describe the expense rather than the person, and to hand a pattern that looks deliberate to the approver as plain facts. Line items still reveal spending, so a finance only channel is the right home for these.
Run it with a different agent
Put Expensify Report Review Agent to work on Hermes
Free to start. Guided setup, a test run against staged conversations, and it's live.