Bring the context.
Provide transaction export, receipts and expense claims, expense policy. Choose the systems and documents this team is allowed to read.
Finance
Match expenses to their evidence.
Match transactions with receipts and expense rules, then bring the gaps to the finance team.
Travel receiptAmount matched
Software chargeReceipt missing
Team mealPolicy review needed
Sources retainedOwner review
Illustrative output. Your records and rules shape the workflow.
CONNECTED TO YOUR STACK
Your systems. One coordinated workflow.
Bring context from the tools your team already uses. Connect MCP servers and APIs to read records, coordinate actions and keep the evidence together.
FROM INPUT TO OUTPUT
See how the work comes together.
Explore the request, the responsibilities and the handoff. Each step keeps the source context attached.
WHAT STARTS THE WORK
A new expense batch is ready for review.
Corin uses the request together with the procedures and records you make available to this workflow.
01Transaction exportContext
02Receipts and expense claimsContext
03Expense policyContext
SPECIALIZED RESPONSIBILITIES
A team built around this task.
These example roles show how the work can be divided. Review the proposed team, models, tools and permissions for your process.
1
Matching agent
Link each transaction to its receipt, claimant and business purpose.
2
Policy agent
Check amounts, dates and categories against the expense rules.
3
Exception agent
Assemble unmatched transactions and policy exceptions for the reviewer.
READY FOR THE NEXT STEP
A reconciliation worksheet with matched evidence and a separate exception list.
The result includes its source context so the responsible person can review it and decide what happens next.
YOUR WORKFLOW DELIVERS
- A reconciliation worksheet with matched evidence and a separate exception list.
- Supporting records and source references
- Open questions and the accountable reviewer
WHERE THIS FITS
Match expenses to their evidence with your own records and rules.
A new expense batch is ready for review. The team needs transaction export, receipts and expense claims and expense policy to make the next step useful.
Start with the procedure your team already follows. Corin uses that context to propose responsibilities and help coordinate the work across the tools you connect.
MAKE IT YOURS
Start with one process.
Review the responsibilities.
Use matching agent, policy agent, exception agent as a starting point. Set each role's tools, permissions and approval boundaries.
Check the first handoff.
Run a representative task. Compare the result with your procedure, review its sources and open questions, then refine the team before expanding the workflow.
KEEP EXPLORING
Other work your agents could take on.
Service fee$42,000 matched
Materials$4,480 matched
Freight$1,780 needs review
Finance
QuickBooks
NetSuite
SAP+ more
Review invoice exceptions
Compare invoices with purchase orders and policy, then give the reviewer a clear explanation of what differs.
QuickBooksNetSuiteSAP+ moreRecord checksExplore workflow
Bank reconciliationEvidence attached
Accrual supportOwner reviewing
Final sign-offController required
FinanceQuickBooksNetSuiteSAP+ more
Coordinate the month-end close
Keep the close checklist, supporting records and open questions together so the team knows what still needs attention.
QuickBooksNetSuiteSAP+ moreTask coordinationExplore workflow
FinanceQuickBooksNetSuiteSAP+ more
Prepare overdue invoice follow-ups
Bring payment status, account history and collection rules into a reminder the account owner can review.
QuickBooksNetSuiteSAP+ moreMessages & repliesExplore workflow
OPEN SOURCE AT THE CORE
Build this around your way of working.
Give Corin your procedures, connected context and approval rules. Review the agent team, then put it to work.