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Expense policy builder
This builder gives your finance team a complete expense policy in minutes, shaped around your company size, industry, and approval structure. You no longer need to draft from scratch or stretch a generic template to fit how your business actually operates. Answer a few questions, review the output, and share a clean policy with your team the same day.
What's included
Tailored to your business: The builder asks about team size, industry, and spending categories, so the output reflects how you actually run, not a one-size-fits-all template.
Live preview: Fill in the fields and watch the policy take shape on the right in real time. No draft-export-edit cycles - you see exactly what you're building as you go.
Clear approval flows: Set spending limits by role, define escalation paths, and decide what needs receipts versus what doesn't. The policy reads as structured rules, not a wall of text.
Ready to share: Export the finished policy as a clean document you can drop into your handbook, share with the team, or hand to legal for review.
