CFO Overview · Q2 2026
Good morning, Priya
65 expenses · 5 flagged for your judgement.
Committed spend · MTD
$221K
+12.4% vs Mar
across 3 entities
Auto-approved today
1
Saved 4.2h of review
PolicyAgent + ApprovalAgent
Pending approvals
10
2 SLA breaching
avg 7h in queue
Policy compliance
92.4%
+1.8 pts WoW
target ≥ 98%
Spend trajectory
Committed vs settled spend · rolling 30 days
Settled
Committed
Spend by category
Top buckets this month
Agent activity
6 agents · real-time decisions
- OwnScan2 months agoExtracted 7 line items from Marriott folioSplit into Lodging ($1,420) · Dinner ($164) · Parking ($36). Confidence 98.4%.
- FraudAgent2 months agoDuplicate detected · Amazon Business$268.40 charge appears twice (card swipe + reimbursable receipt). Held for review.
- PolicyAgent2 months agoAuto-approved 42 expensesAll within policy, below $1k, verified vendors. Processed in 1.4s.
- CFOAgent2 months agoMarketing Q2 projected +9% over budgetCannes Lions prep spend ($61.2k) and HubSpot renewal driving variance. Recommend reallocation from Events reserve.
- ReceiptChaseAgent2 months agoSent reminder via Slack to Mei Ling Tan$228 unknown vendor · 2nd reminder of 4. Escalates to manager on 2026-04-13.
- ApprovalAgent2 months agoRouted 3 expenses to Priya SharmaMarcus Chen — MacBook Pro (L8 laptop cap). Priya is the next-level approver for L7+.
- FraudAgent2 months agoDuplicate SaaS flagged · Loom + GranolaBoth async video products subscribed by Design team — projected savings $3.6k/yr.
- OwnScan2 months agoParsed Swiggy receipt from WhatsApp₹2,018 · GST ₹302 · auto-categorised 'Team Meal'.
- PolicyAgent2 months agoHard-blocked entertainment expenseAED 2,248 Cigar Lounge charge blocked by Entity UK policy v3.2.
- CFOAgent2 months agoWeekly spend digest deliveredTotal committed $842k · 92% in-policy · 3 categories trending over. Full narrative in CFO dashboard.
- PolicyAgent2 months agoBulk approved 18 SaaS renewalsSalesforce, Adobe, Cloudflare, Snowflake, Datadog and 13 others — all auto-renewals within FinOps thresholds.
- FraudAgent2 months agoCard swipe outside approved geofenceCard ••0099 (Cannes Lions Event) used in Singapore. Held for verification — Sofia Almeida pinged via Slack.
- OwnScan2 months agoImported 14 receipts from Marcus's emailForwarded inbox dump · 14 receipts auto-coded · 11 matched to existing card swipes · 3 new submissions queued.
- ReceiptChaseAgent2 months agoClosed 6 receipt chases overnightDiego, Mei Ling, Liam, and 3 others uploaded missing receipts after Slack reminders. Inbox fell from 11 → 5.
- ApprovalAgent2 months agoRouted Anthropic + OpenAI invoices$8.1k combined AI spend posted from corporate card — auto-approved under recurring SaaS exemption (vendor allowlist).
- CFOAgent2 months agoSalesforce renewal · 12% list increase flaggedRenewal in 58 days. Drafted negotiation memo with benchmark data ($142/seat market vs $189 quoted). Routed to Procurement.
- PolicyAgent2 months agoGST ITC reclassification — exp-0012₹16,125 input tax credit moved from blocked to recoverable after vendor invoice corrected by AirIndia. Yuki signed off.
- OwnScan2 months agoWhatsApp receipt — Dishoom Shoreditch£312 · 8 attendees · auto-extracted attendee list from email thread. VAT £52.10 captured for HMRC reclaim.
Needs your attention
Flagged by PolicyAgent & FraudAgent
- SAPretty BirdSoft flagMeal per attendee $92 > $75 cap for Marketing grade L7$184.302 months ago
- MCZoomSoft flagPossible duplicate with Google Meet in Workspace bundle. FinOps review.$149.002 months ago
- HWGranola AIHard blockDuplicate subscription: company already pays for Loom (Design dept).$45.003 months ago
- DHAmazon BusinessSoft flagPotential duplicate: $268.40 Amazon charge also seen on corporate card 2026-04-08$268.403 months ago
- MCApple BusinessSoft flagMacBook Pro 16” exceeds $3,000 grade L8 allowance. Requires one-level-up approval.$3,198.003 months ago
Budgets at risk
CFOAgent forecast · Q2 2026
Marketing — Brand & Events
Sofia Almeida · forecast $262K
$182K spentof $240K
Project — HDFC Bank POC
Rajesh Iyer · forecast $46K
$31K spentof $45K
Project — Cannes Lions Prep
Sofia Almeida · forecast $92K
$61K spentof $80K
Top vendors · YTD
Vendor intelligence · duplicate detection in review
Cloud Infrastructure
Amazon Web Services
$429K
CRM
Salesforce
$227K
ReviewData Warehouse
Snowflake
$108K
Cloud Infrastructure
Google Cloud
$96K
Lodging
Marriott
$88K
Design
Adobe Creative Cloud
$86K