Finance Teams Answer the Same Questions 100x
Employees constantly ask finance: "What is the meal per diem?", "Do I need approval for software?", "How do I submit mileage?" Finance teams spend 5-10 hours weekly answering repetitive questions. Policy documents are 50+ pages and never read. Employees violate policies due to ignorance, not malice, causing expense rejections and frustration.
Finance Policy Assistant That Never Sleeps
RAG-powered chatbot trained on your employee handbook, expense policy, procurement guidelines, and approval matrix. Employees ask questions in Slack or Teams, and AI answers with specific policy excerpts and links--reducing finance team interruptions by 80%.
Upload finance policies, employee handbook, approval workflows (PDFs, docs)
AI builds searchable knowledge base with vector embeddings
Employees ask questions in natural language via Slack, Teams, or web
Bot answers with specific policy sections and page numbers
Handles follow-up questions and complex scenarios
Escalates to human for policy interpretation edge cases
From Policy Docs to 24/7 Support
Upload Policies
Upload employee handbook, expense policy, procurement rules, approval matrix. AI ingests and indexes.
Deploy Bot
Integrate with Slack, Microsoft Teams, or embed on intranet. Employees start asking questions immediately.
AI Answers
GPT-4 searches policy knowledge base, finds relevant sections, and answers with citations.
Learn & Improve
Bot tracks unanswered questions. Finance updates policies, and AI retrains on new content.
Key Features
Policy Citations
Every answer includes policy section and page number. "Per Section 3.2, meal limit is $75 (Handbook p.12)."
Scenario Handling
Understands complex questions: "I am traveling to client site--can I expense dinner and Uber?" Considers multiple policies.
Multi-Channel
Works in Slack, Teams, email, or web widget. Employees ask where they already work.
Analytics Dashboard
Shows top questions asked, policy confusion points, and escalation rate. Identify policy improvements.
Policy Chatbot Stack
Who Benefits?
Finance Teams
Reduce repetitive policy questions by 80%. Focus on strategic work, not "what is the mileage rate?"
HR Departments
Extend bot to HR policies: PTO, benefits, 401k. One bot handles all employee handbook questions.
Remote Companies
Give global teams 24/7 policy access. Bot handles timezone differences and language variations.