What this agent can do for your business
- Per diems by destinationIncluded
- Clear limits and flight classIncluded
- Cited filing deadlinesIncluded
- Exceptions to financeIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Hands the case to a person on your team when neededWith your setup
Answers your employees' travel and expense policy questions: per diems by destination, hotel limits, flight class,...
Travel and Expense Policy Copilot
Answers per diems, limits and filing deadlines citing your travel policy, never approving exceptions.
Built for: Finance and corporate travel teams
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- Expenses rejected for not knowing the policy
- Travel desk overloaded with the same questions
Try Travel and Expense Policy Copilot
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Travel and Expense Policy Copilot. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Per diems by destination
- Clear limits and flight class
- Cited filing deadlines
- Exceptions to finance
What the agent can do
- Website chat
- Answers with sources
- Human handoff
- Knowledge search
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Your travel and expense policy (knowledge base); authenticated access
Before you buy
Does it approve expenses or exceptions?
No. It answers the policy and routes exceptions to finance.
Does it work for several countries?
Yes, if your policy defines per diems by destination; it answers with each rule.
What do I need to configure?
Load your travel and expense policy as the knowledge base, set who receives routed cases and connect your AI key.
Does it invent answers?
No. It only answers from your approved sources; if something is not documented it says so and routes the case.
Works well with
QMS Knowledge Assistant
Your staff finds the current procedure and form instantly, with code, version and section cited.
From USD 299.00 / yearView agentSales Enablement Knowledge Copilot
Your sales team finds approved material in seconds and answers objections with the source cited.
From USD 299.00 / yearView agentProcurement Assistant
Guides every employee through the right purchase flow by amount, citing your policy.
From USD 299.00 / yearView agent
Travel and Expense Policy Copilot
Install the plugin with access for your authenticated team only, load your travel and expense policy, set who receives routed cases, connect your AI key and test a real question.
Full product description
Answers your employees' travel and expense policy questions: per diems by destination, hotel limits, flight class, receipts, filing deadlines and non-reimbursable expenses, citing the current rule. Exceptions go to finance. It never approves expenses or invents amounts.