Financial
Your Finance Team Didn't Join to Answer Expense Questions.
Every policy query costs 15–20 minutes of context-switching. Squirro turns your expense, travel, and approval policies into a source-cited assistant that lives in Teams, giving your finance team their time back.
Save Money
Deploy in 2-4 Weeks
Low Effort
50%
finance ticket deflection
15–20 minutes
of context-switching eliminated per query

How it works

One question. The cited answer, with approval path.

The documentation exists. The problem is access. Squirro unifies your policy corpus and makes it conversational — a question asked in Teams returns a cited, policy-grounded answer in under three seconds, with the correct approval path attached. No ticket raised. No colleague interrupted. No out-of-policy submission that bounces back.

01

CHANNEL

Employee asks via Teams or any configured channel

Plain language. No ticket to raise. No colleague to interrupt. No portal to navigate.

# finance-help · 412 members
TM
Tomás M. Toronto · 10:14
Can I expense client entertainment over $200 without pre-approval?
LK
Lara K. London · 14:47
Approval path for a $15K SaaS renewal?
ER
Elena R. Madrid · 09:22
Corporate card or reimbursement for international travel?
HW
Hua W. Singapore · 16:30
Need pre-approval for a Q3 vendor change?
Live · across every time zone
02

CORPUS

Squirro searches the full policy corpus

Expense policies, travel guidelines, approval matrices, and ERP help documentation all queried in parallel. Response in under three seconds.

§
Policy Corpus Querying every source in parallel
  • Expense T&E Policy v6.2 ✓
  • Travel Global Travel Guide ✓
  • Authority Approval Matrix v4 ✓
  • ERP Workday Finance Help ✓
Building cited answer with approval path…
03

RESPONSE

Cited answer and approval path returned

Exact policy document, clause number, approval threshold, and authority. Fully traceable and audit-ready.

Lara K. · Engineering
What's the approval path for a $15K SaaS renewal?
Squirro
Squirro
Up to $10K — line manager. $10K–$25K — VP Finance. Attach vendor contract and prior-period spend. Approval Matrix v4 · §3.2
✓ Cited · audit-logged
04

ESCALATION

Complex cases escalated with context

Genuine edge cases reach finance pre-loaded with the question, employee context, and relevant policy excerpt. The repetitive volume never reaches the team.

0
queries this quarter
Auto-resolved · 96.2% To Finance · 3.8%
2,253
88
The 88 exceptions arrive at finance pre-loaded with the question, employee context, and the relevant policy excerpt.
Integrations

Connect Seamlessly with Your Existing Data

Break down data silos and integrate all of your existing data, creating a single source of truth. 
Connectors-finance

 

Your Expansion Path

Start Here. Scale Across Finance.

Each stage increases automation depth and adds intelligence. This is a transformation journey, not a standalone tool.

  1. 01 To start

    Expense & budget policy agent

    Source-cited answers for expense, travel, and approval queries. Live in Teams in 2–4 weeks.

  2. 02 Next

    Proactive budget alerting

    Real-time budget monitoring with AI-generated alerts, anomaly detection, and forecast summaries for cost-center owners.

  3. 03 Next

    Intelligent approval routing

    AI routes exceptions to the correct authority, pre-loaded with policy context and relevant precedents.

  4. 04 Vision

    Full finance shared services agent

    Extends to procurement queries, AP/AR support, vendor onboarding, and intercompany process guidance. One platform. Every finance workflow.

Our Platform

Connect Once, Govern Once, Reuse Everywhere.

Most enterprises rebuild the same plumbing for every AI project — connectors, governance, retrieval, audit. Squirro builds it once. You extend it.

Squirro Platform Copy-1

One Platform. Limitless Workflows. Ready to Deploy.

Ready to deploy

Start Where the Friction Is. 

Expense policy search, proactive budget altering, and intelligent approval routing each create friction differently in every org, so we're mapping the most strategic path to value with a handful of finance teams.

Share your details with us for early access, a discussion on how this fits your stack, or a voice in how it gets built.