The Time and Expense Agent is a comprehensive project management tool that automates the processing and approval of time sheets and expense reports. It handles the entire workflow from initial submission through final approval, while validating entries against project codes and expense policies. The system can automatically check for common errors, validate expense receipts, and route items for appropriate approvals based on organizational hierarchies and spending thresholds. It also maintains detailed records for audit purposes and can generate reports on time and expense patterns across projects and teams.

This automation significantly reduces the administrative burden on project managers and finance teams by eliminating manual review of routine time and expense submissions. It improves accuracy in project costing by ensuring consistent application of time tracking rules and expense policies across all submissions. The system also accelerates reimbursement cycles while maintaining strong controls, improving employee satisfaction with the expense process.

The estimate assumes that project codes, expense policies, and approval hierarchies are already documented and available in a structured format. It presumes that integration points with financial systems and project management tools are established and configured. The timeline also assumes familiarity with Microsoft Copilot Studio and experience in building workflow automation solutions, including understanding of time and expense management requirements.