Today's AI Tip
← All posts

Checking expenses with AI? Make it quote the rule first.

· View on Instagram · View on Facebook

Checking expenses with AI? Make it quote the rule first.
What we gave the AI. A fictional 8-rule expense policy and six claims: a $238-a-night Chicago hotel, a $138 client dinner with wine, 30 miles driven, an Uber Comfort, a late $22 lunch and $8 airport Wi-Fi.

What we gave the AI

A fictional 8-rule expense policy and six claims: a $238-a-night Chicago hotel, a $138 client dinner with wine, 30 miles driven, an Uber Comfort, a late $22 lunch and $8 airport Wi-Fi.

The vague ask borrowed the wrong wording. On the Wi-Fi, GPT-5.5 said "pre-approval," which is rule 5's hotel wording. Its other five calls were right. You just couldn't see which rule each one used.

The vague ask borrowed the wrong wording

Real output · GPT-5.5 (OpenAI API) · Oct 2026

| **C6. Airport Wi‑Fi, Oct 8** | **Do not approve unless manager pre-approval exists** | **$0.00 without approval** | Wi‑Fi is not specifically covered by the policy, so it needs manager approval before reimbursement. No receipt issue because it is under $25. |

On the Wi-Fi, GPT-5.5 said "pre-approval," which is rule 5's hotel wording. Its other five calls were right. You just couldn't see which rule each one used.

Source: Fictional policy. Rule 5: "outside bookings need manager pre-approval." Rule 8: "needs manager approval."

Quote first, then decide. Anthropic advises, for long documents, asking Claude to quote the relevant parts first. We tried it on a one-page policy in GPT-5.5, so each call shows rule, quote, decision and amount.

Quote first, then decide

Anthropic advises, for long documents, asking Claude to quote the relevant parts first. We tried it on a one-page policy in GPT-5.5, so each call shows rule, quote, decision and amount.

Source: Anthropic, Prompting best practices, Oct 2026

The prompt that makes it show its work. Same claims, one change: the quote comes first, then the call, then the amount. If nothing covers a claim, the prompt asks for "No rule found" and a manager. Our policy has a catch-all (rule 8), so the Wi-Fi quoted that instead.

The prompt that makes it show its work

Check each expense claim below against the policy. For each claim, first quote the exact policy line or lines that apply, word for word. Then decide: Approve, Flag, or Ask a manager. If no line covers the claim, write "No rule found" instead of a quote and choose Ask a manager. Give the amount to approve for each claim. Use only the policy text, not general practice.

Tested in GPT-5.5 (OpenAI API), Oct 2026

Same claims, one change: the quote comes first, then the call, then the amount. If nothing covers a claim, the prompt asks for "No rule found" and a manager. Our policy has a catch-all (rule 8), so the Wi-Fi quoted that instead.

Why only 18 of 30 miles count. Rule 6 explains why only 18 of the 30 miles count (18 × $0.70 = $12.60), and the Wi-Fi goes to a manager under rule 8.

Why only 18 of 30 miles count

Real output · GPT-5.5 (OpenAI API) · Oct 2026

### C3 … > "6. Personal car: $0.70 per mile. Driving between home and your usual office is commuting and is not reimbursed." **Decision:** Flag **Amount to approve:** **$12.60** … ### C6 > "8. Anything this policy does not cover needs manager approval before it is reimbursed." **Decision:** Ask a manager **Amount to approve:** **$0.00** …

Rule 6 explains why only 18 of the 30 miles count (18 × $0.70 = $12.60), and the Wi-Fi goes to a manager under rule 8.

Where the judgment is still yours. I checked all six by hand and 5 matched. The dinner was within the limits, but "me" isn't a name and company, so it got Flag and $0.00. Deciding if that's right is your job.

Where the judgment is still yours

Real output · GPT-5.5 (OpenAI API) · Oct 2026

### C2 … **Decision:** Flag **Amount to approve:** **$0.00** **Reason:** The total is within $50 × 3 attendees = $150, and 5 glasses of wine is within 2 drinks × 3 attendees = 6 drinks. However, the policy requires every attendee’s name and company; “me” does not list the attendee’s name and company.

I checked all six by hand and 5 matched. The dinner was within the limits, but "me" isn't a name and company, so it got Flag and $0.00. Deciding if that's right is your job.

Check the flags against the quotes. Check each Flag and Ask a manager against its quote. Before uploading real claims, remove names, account numbers and other personal details, and check the tool's data policy or your employer's approved tools.

Check the flags against the quotes

Check each Flag and Ask a manager against its quote. Before uploading real claims, remove names, account numbers and other personal details, and check the tool's data policy or your employer's approved tools.

Try it: Paste your policy and this month's claims, then check each Flag and Ask a manager against its quote.

Sources and assumptions

Assumptions:

The short version

Follow @todaysaitipSave this post on Instagram

More posts