Engagement
Expense policy gap review
A clause-by-clause walkthrough of your travel and entertainment rules to flag contradictions, missing limits, and approval gaps before the next claim cycle.
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Who it is for
Finance leaders who keep patching the same claim disputes because the written policy leaves room for interpretation — especially after a merger, a new subsidiary, or a shift to hybrid work travel.
What we examine
Per-diem vs. actuals language, entertainment guest rules, receipt thresholds, multi-currency handling, and who may approve their own cost center. We map each recurring exception type from recent claims back to a missing or conflicting clause.
Delivery
You receive a marked policy PDF, a one-page priority matrix, and optional workshop notes for a 90-minute working session with HR and finance. Typical turnaround is ten business days after we receive the current policy and three months of exception notes.