AutoAI Solutions
Expense claims measured against the policy you already wrote.
We sample reimbursements, travel allowances, and exception notes for finance teams who need a clear findings letter—not another vague checklist.
Flagship work
Expense Policy Compliance Audit
We read your active reimbursement rules, sample claims from the period you choose, and map each exception to a specific policy clause. Controllers in Taipei and New Taipei use the findings letter to brief leadership before an external review or a group consolidation.
Engagements stay inside the expense domain—receipts, approvals, meal caps, lodging bands, entertainment limits—without expanding into a statutory financial statement audit.
Related work
Other ways we help finance teams
Clarity reviews, quarterly spot-checks, and approver walkthroughs sit alongside the flagship audit when the full sampling engagement is not the first step.
Expense Policy Clarity Review
A line-by-line reading of your reimbursement rules to surface ambiguous limits, missing categories, and conflicting approval paths.
Periodic Compliance Spot-Check
A recurring sample of recent claims to catch drift between policy updates and day-to-day reimbursement habits.
Finance Team Policy Walkthrough
A facilitated session for approvers and claim submitters covering common grey areas in travel, meals, and entertainment reimbursement.
From recent work
What controllers say after the findings letter
They sampled three months of our travel claims and tied every overage back to a specific meal-cap clause. The findings letter gave our controller something concrete to take to the management meeting.
Mei-Ling Chen — Finance Controller, regional logistics firm · Expense Policy Compliance Audit
The policy clarity review caught a conflict between our group entertainment rule and the Taipei office addendum. Rewriting those two paragraphs reduced disputed dinners almost immediately. I still wish we had scheduled the walkthrough for approvers in the same month—managers kept asking questions we had already answered in the markup.
Jonathan Wu — Head of Finance Operations · Expense Policy Clarity Review
Based in Xizhi, Taipei County
Ready when your claim pack is ready
Send the policy version staff actually follow, a claim export for the period under review, and the question you need answered. We reply with scope options and a fee outline within one business day.