Enterprise Expense Report Analyzer

Download the data files below and upload to Copilot Chat before running this prompt.

Prompt

Analyze this enterprise expense report CSV and produce a complete expense intelligence report.

Company expense policy context:
- Meal per diem limit: $[MEAL LIMIT] per person
- Hotel per night limit: $[HOTEL LIMIT]
- Requires receipts above: $[RECEIPT THRESHOLD]
- Restricted categories (require pre-approval): [LIST RESTRICTED CATEGORIES, e.g. entertainment, alcohol]
- Employee names in this file represent: [DEPARTMENT NAME OR 'ALL EMPLOYEES']
- Reporting period: [DATE RANGE]

Please produce:

**1. Spend Summary**
- Total spend
- Total by category (table with % of total)
- Total by employee (top 10)
- Spend by week/month trend

**2. Policy Violations Flagged**
| Employee | Date | Amount | Category | Violation | Severity |

**3. Anomaly Detection**
- Duplicate submissions (same amount/vendor/date)
- Round-number amounts (potential estimate vs. actual)
- Weekend/holiday charges requiring justification
- Unusual vendors or categories

**4. Top Spenders Analysis**
- Top 5 employees by total spend
- Are high spenders correlated with high-revenue roles (based on name/title if visible)?

**5. Savings Opportunities**
- Categories where spend seems high vs. benchmarks
- Suggested policy tightening based on patterns

**6. Finance Summary** (ready to paste into expense report)
- One-paragraph plain-English summary for a CFO