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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 Microsoft Teams, giving your finance team their time back.

Save Money Deploy in 2-4 Weeks Low Effort
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Trusted by Industry Leaders

Zwickroell Henkel Siemens OCBC Bank Candriam Bertelsmann IDB Invest Security Benefit

Measurable Impact

Colleagues working through requests together
50% finance ticket deflection
15-20 minutes of context switching eliminated per query

Evidence in Action

Watch Squirro Handle a Financial Policy Question End to End.

Expense & Budget Policy Agent - live demo, ready to play
Prefer to see it on your own data? Book a Demo

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.

Expense Policy Assistant Ask the expense question you were going to send to Finance · every answer cited, and the approval answers come from a governed table EM · Employee · Northbridge CH
What is the daily per-diem for a business trip to Berlin?
Thought for 18.2s across 6 steps18.2s
Reading the question: a per-diem rate, city named (Berlin)1.4s
Policy search — “per-diem daily allowance Berlin tier city”2.1s
Berlin resolves to Tier 1; checking the travel-day and meals-provided rules2.2s
Ask about per-diems, approvals, cards, meals…
Who approves a CHF 8,000 conference trip? Can I claim a CHF 9,800 business-class flight to Singapore?
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 Library Every expense and budget policy the assistant can cite, live from the project index · upload to extend it
11Policies the assistant can cite
7Policy categories
6Audiences
0Other corpora
Filter by title or policy owner… All categories 11 of 11 shown
DocumentTypeApplies toEffective
Global Travel & Expense Policy (v4.2)Group Finance — Shared Services · Travel & per-diem PolicyAll employees15 Jan 2026
Procurement Approval Matrix (FY2026)Group Finance — Procurement · Approvals & thresholds Approval MatrixAll cost centers10 Mar 2026
Meals & Entertainment Guideline (v3.0)Group Finance — Shared Services · Meals & entertainment GuidelineAll employees1 Apr 2026
Expense Reporting Quick Reference (FY2026)Group Finance — Shared Services · Card & reimbursement ReferenceAll employees1 Jan 2026
This is the whole of what the assistant can cite — nothing outside these eleven documents
03

RESPONSE

Cited answer and approval path returned

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

Expense Policy Assistant Every answer cited, and the approval answers come from a governed table
Who approves a CHF 8,000 conference trip?
Thought for 16.1s across 5 steps16.1s
Look up approval path lookup_approval_path
CategoryTravel
EntityAny entity
Amount bandCHF 1,000 – 10,000
Approval chainLine Manager → Department Head

A CHF 8,000 conference trip falls in the CHF 1,000 – 10,000 travel band, which routes to Line Manager, then Department Head.

That chain came from the approval matrix, not from a policy document. I extract the category and the amount from your question; the governed table decides the route.
Logged to the audit trail
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.

Escalations Cases the assistant handed to Finance · each one arrives with the policy position already assembled and cited
0Open
3Compliance flags
6Unassigned
2Assigned to me
Cases7 open · 2 answered
Can I claim a CHF 9,800 business-class flight to Singapore?Compliance flag Travel booking · Group Finance — Shared Services Open
Is my relocation lump sum taxable? I'm moving from Zurich to Milan.Relocation & mobility · Group Finance — Shared Services (you) Open
What the policies say
COMPLIANCE FLAG: amount is far above the normal per-claim travel range (limit CHF 2,000, flag threshold CHF 6,000).
Employee intake
Business reasonLate booking for the annual supplier summit; economy was sold out.
Who attends / benefitsEmployee only
Manager awareyes
Finance never starts from a blank page — a compliance flag arrives with the three intake answers attached.

Integrations

Connect Seamlessly with Your Existing Data

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

Data source connectors for the Expense & Budget Policy Agent

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 alerting, and intelligent approval routing each create friction differently in every org.

We work with finance teams to map the most strategic path to value and to deploy quickly where the friction is sharpest.

Share your details with us to discover the use case, discuss how it fits your stack, or explore a deployment.

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