How to build a Refund/Expense Approval AI Agent

This agent streamlines the employee reimbursement process by allowing users to upload receipt documents and specify expense categories. It uses advanced OCR to extract text from receipts, then leverages a large language model (OpenAI GPT-4) to parse and structure the invoice data. The extracted information is used to formulate a query, which is sent to a company knowledge base containing reimbursement policies and employee-specific cost limits. Another AI model then compares the receipt’s total cost to the employee’s reimbursement limit, referencing the policy data, and determines if the refund should be approved or denied. The agent outputs a clear decision with an explanation, reducing manual effort, increasing accuracy, and ensuring compliance with internal policies.