Expense review involves repetitive checks across receipts, categories, and policy rules.
Coming soon!
Travel Expense Managing AI Agent
Subtitle placeholder for project context
- Problem
- Travel expense review is repetitive and policy-heavy, making it hard for users to move quickly without losing confidence.
- Solution
- I explored an AI-assisted desktop workflow that explains recommendations and keeps users in control of corrections.
- Impact
- The concept shows how automation can reduce manual review while keeping decisions transparent.
- Project Type
- Product design concept
- Team
- Individual project
- My Role
- UX Designer
Context
Why Expense Workflows Need Better Assistance
Travel expense workflows often require users to gather receipts, categorize costs, validate policy rules, and resolve exceptions across multiple tools.
This project explores how an AI-assisted desktop experience could reduce manual review and make expense decisions easier to understand.
Problem
Where Automation Can Lose Trust
Users need to understand why an item was flagged before they can act confidently.
Automation must stay transparent enough for finance and operations teams to trust.
Solution
An AI Review Flow That Keeps Evidence Visible
A guided workspace for reviewing AI-suggested expense decisions.
Clear confidence, evidence, and policy references for each recommendation.
Correction flows that let users update extracted details without losing context.
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