Operations & finance

Expense Policy Engine

Receipt-OCR plus a policy-rule engine that auto-approves compliant expenses, flags violations for review, and exports clean batches to accounting.

Full planning bundle — BRAND, MRD, BRD, PRD, DESIGN
Branded styleguide — typography, color, components
4 previewable mockups

Cloning copies the full plan into a new project you own — edit it freely.

Inside the bundle

Styleguide and mockups

A look at the brand palette and screen-level mockups that ship with this plan. Cloning copies all of them into your project.

Mockups

Style guide

Styleguide

What this blueprint gives you

The bones of an expense system that replaces brittle spreadsheets and ad-hoc approval chains. Employees submit receipts from their phone, OCR extracts the line items, a configurable policy engine decides whether to auto-approve, flag for review, or reject — and finance gets a clean, coded export to push into the GL.

Five planning documents (BRAND, MRD, BRD, PRD, DESIGN) at senior-team depth covering capture, rule design, approval routing, audit trail, and the accounting handoff. The rules engine is treated as a first- class product surface, not a hidden admin screen.

Planning documents

Preview the plan

Each blueprint includes the senior-level planning files. These cards show the opening text before you clone the full bundle.

Brand Guidelines Document

BRAND.md

Preview

BRAND — Expense Policy Engine One line Receipts in, clean entries out — with the policy doing the arguing instead of your finance lead. Who it speaks to Finance leads at 20–500 person companies who currently run expenses on a spreadsheet, an email chain, or a generic tool that everyone ignores. They want the rules they already enforce in their head encoded once, so a clean expense flies through and a violation gets caught the same way every time, by the same logic, with a written reason. Voice &

Design Specification Document

DESIGN.md

Preview

DESIGN — Expense Policy Engine Information architecture Submitter app: Inbox (my expenses), New expense, Reports, Settings (default cost center, currency). Reviewer surface: Review queue (only flagged items assigned to me), History. Admin / finance studio: Dashboard (auto approve %, cycle time, reviewer load), Policy editor (rules + versions), Categories & GL, Cost centers, Users & roles, Export batches, Audit log. Key screens & layout Submitter inbox: a quiet list; each row is one expense — ven

Market Requirements Document

MRD.md

Preview

MRD — Expense Policy Engine The problem Small and mid sized companies run expenses on a stack that's part spreadsheet, part inbox, part hope. Employees mail receipts to a shared address or upload to a generic tool nobody trusts. Reviewers eyeball line items, copy paste into the accounting system, and re litigate the same policy questions month after month. Violations leak through and clean expenses sit waiting for a human who isn't the bottleneck for any good reason. Who it's for Primary — the f

Business Requirements Document

BRD.md

Preview

BRD — Expense Policy Engine Business outcomes 1. Reviewer time saved. Hours per 100 expenses — the headline ROI. Every auto approved compliant expense is a meeting the finance team didn't have. 2. Cycle time. Submission to paid in days; the visible win for employees and the proxy for whether the workflow is healthy. 3. Policy enforcement quality. Violation catch rate (audited sample) and consistency — same input, same outcome, every time. 4. Clean export rate. % of batches that reconcile against

Product Requirements Document

PRD.md

Preview

PRD — Expense Policy Engine Phase 0 — Foundations Auth + roles: submitter , reviewer (typically the submitter's manager), admin (finance). Org model: company → cost centers, GL chart, expense categories, currency settings. Storage: encrypted receipt store with signed URLs; audit log table from day one. Acceptance: an admin sets up the company, defines categories and GL codes, invites users with roles, and the audit log records the setup events. Phase 1 — Capture and decide (MVP) Submission: mobi