• COMPLIANT
  • MISSING
  • MISMATCH
  • ACTION

How to audit expense reports and receipts with your AI

Connect Certify to your AI client to automate the tedious work of cross-referencing line items with uploaded receipts.

Ask AI about this page

Short answer

How can I use AI to audit my expenses?

Your AI pulls expense data and receipt files from Certify to check for mismatches or missing proof of purchase. You'll get a clear list of which items pass policy and which ones need your attention.

Audit outcomes

Where every issue lands.

The AI organizes its findings into these categories.

COMPLIANT

Verified items

The AI finds matching amounts and dates between the expense line and the receipt. These items are cleared for processing.

MISSING

No receipt found

The AI identifies expense lines that lack a corresponding receipt in the system. You'll see exactly which entries are missing documentation.

MISMATCH

Data discrepancies

The AI flags cases where the receipt amount or date doesn't match the expense entry. These are your primary red flags.

ACTION

Human review needed

The AI highlights suspicious or borderline entries that require you to make a final judgment call.

The workflow

What your AI does when the audit starts.

The AI handles the data retrieval so you can focus on the exceptions.

  1. Fetch reports

    The AI pulls a list of available expense reports to establish the scope of your audit.

    list_expense_reports

  2. Pull expense lines

    It digs into specific reports to grab every individual transaction line.

    list_certify_expenses

  3. Retrieve receipts

    The AI fetches the digital receipts associated with those specific transactions.

    list_certify_receipts

  4. Compare and flag

    It compares the text and numbers from the receipts against the expense lines to find errors.

    list_certify_receipts

Try it

Copy these to start.

Use these prompts to kick off an audit.

Starting points

Replace the bracketed text with your specific report names or dates.

Certify Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_RBu2fxRteejllQx6XUDuaJkfcR2rGnodVcs8rPRB/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Certify capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "certify-emburse-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_RBu2fxRteejllQx6XUDuaJkfcR2rGnodVcs8rPRB/mcp"
    }
  }
}
Copy into chat04

  • List all expense reports from last month and find any missing receipts.

  • Check the report 'Travel_March_2024' for any expense lines that don't have a matching receipt.

  • Compare the amounts in the 'Marketing_Trip' report against the uploaded receipts.

  • Find all expenses in my recent reports where the receipt amount is different from the line item.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Certify once, then ask.

Log in to Certify through the Vinkius interface. Your credentials stay encrypted, and you can immediately start asking your AI about your expenses.

Connect Certify to your AI

FAQ

How the audit behaves

  • 01

    Can the AI approve expenses for me?

    No. The AI only reads and compares data. You must manually approve or reject expenses in Certify.

  • 02

    Can the AI delete an expense report?

    No. This MCP only has permission to list and read data. It cannot modify or delete anything in Certify.

  • 03

    Does the AI see my login password?

    No. Vinkius manages the connection securely, so your password is never visible to the AI or stored in plain text.

  • 04

    How does it know if a receipt is valid?

    The AI compares the data it pulls from the expense line against the data it finds in the receipt file.

  • 05

    Can I audit specific employees?

    Yes, if you specify the employee or the specific report name in your prompt.

  • More questions about Certify? The Connector page answers them. See everything the Certify Connector can do

Connect Certify to Claude, Cursor, ChatGPT & more