Audit Halcove's Q1 expenses

Quarter-end close is tomorrow morning at Halcove, a fast-moving creative agency, and the Q1 expense report just hit your inbox: three months of flights, client dinners, hotel nights, and software charges from a team that lives on the road. You're the one on the finance team who signs it off, and nothing reaches the controller until every line has been checked against company policy.

Rather than comb through 50-odd rows by hand, you'll hand Claude Cowork the report and the policy and have it run the review: flag each expense that breaks a rule and name the rule, pull the flags into a visual report, show where the risk sits, and draft a short email to the finance lead.

Click here to see the project resources

• expenses.csv: the Q1 employee expense export, one row per claim, with a pre_approved column for manager-approved exceptions
• expense-policy.docx: Halcove's travel and expense policy: spending limits, disallowed items, receipt rules, approved categories, and how pre-approved exceptions work

Both files are in the expense-audit folder inside Resources (Desktop/Resources/expense-audit).