Agentic AI for Expense Reports and Policy Compliance

  • 26
  • October 2026
    Monday
  • 10:00 AM PDT | 01:00 PM EDT

    Duration:  60  Mins

Level

Basic

Webinar ID

IQW26J1082

  • How an agent checks each expense against your written policy
  • How it reads receipts and catches duplicates and out-of-policy items
  • How to let clean claims auto-approve while people handle the questions
  • How to keep the process fair, explainable, and appealable to a human
  • The consistency gains from applying the same rules to every report
  • The verification and oversight to keep in place as the agent runs

Overview of the webinar

This session shows how an AI agent can take the drudgery out of expense review while making it more consistent. We start with the everyday reality: a queue of expense reports, each needing a check against policy that reviewers do not always have time to do well. You will see how an agent reviews every submitted expense against your policy, reads and checks the receipts, catches out-of-policy items and duplicate submissions, and approves the compliant ones automatically. We use a realistic example of the mix a team sees each month and show how the agent handles the clean claims so people focus on the genuine questions. We also address fairness and transparency directly: employees should understand how their expenses are being checked, and the agent's decisions should be explainable and appealable to a person. Designed for a global, mixed-skill audience with no technical background required.

Who should attend?

  • Accounts Payable and Expense Teams
  • Finance Operations Staff
  • Controllers and policy and compliance owners
  • Travel & Expense Managers
  • Controllers
  • Assistant Controllers
  • Finance Operations Managers
  • Suitable for CPAs and non-technical professionals across the business

Why should you attend?

Expense review is tedious, inconsistent, and easy to rush, which is exactly why out-of-policy items and duplicate claims slip through. An agent can check every report against policy, read the receipts, and approve the clean ones, so reviewers spend their attention only on the items that need it. This session shows how to do that fairly and transparently.

Faculty - Mr.Abdur Rahman

Abdur is a strategic leader focused on the intersection of artificial intelligence, cybersecurity, accounting, and regulatory risk. He helps organizations navigate complex technology environments while strengthening AI governance, security, financial accountability, internal controls, enterprise risk management, and regulatory readiness.

His work centers on the responsible adoption of artificial intelligence across enterprise systems and decision-making processes. He examines how AI governance intersects with cybersecurity, accounting, audit, privacy, compliance, legal obligations, and operational resilience, helping organizations establish practical frameworks for managing emerging risks and opportunities.

Abdur is a Certified Public Accountant (CPA) and a Certified Information Systems Auditor (CISA). He also holds AI-related certifications focused on artificial intelligence, AI governance, responsible AI, machine learning, and emerging technology risk, along with additional certifications spanning security, cloud technologies, governance, and related disciplines. His leadership reflects a multidisciplinary approach to building trustworthy, accountable, and resilient organizations in an increasingly AI-driven regulatory environment.

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