📐 Finance Policy Drafter
Describe what you need and get a structured draft policy — reimbursement, expense controls, approval authority, internal controls — with scope, roles, procedures and documentation. A template to review and adapt.
- Real controls, not fluff. Tiered approval limits, segregation of duties and documentation rules — the parts auditors actually check.
- Your context only. Built from the limits and rules you give; anything missing is flagged [TODO] instead of invented.
- Ready to adapt. Numbered sections, effective-date placeholder and a review disclaimer — paste into your handbook and edit.
See the quality — a real example
Sample only · no credits usedInput — the requirements
Reimbursement & expense-control policy for a 40-person SaaS company. Approval limits: ≤$500 line manager, ≤$5,000 department director, above that the CFO. Receipts required for anything over $25. No cash advances. Personal cards reimbursed within 30 days of approval. Books close on the 5th business day each month.
Output — the draft policy
Expense Reimbursement & Spend Control Policy
- 1. Purpose & scope — covers all employees claiming business expenses; effective [TODO: date].
- 2. Approval authority — ≤$500 line manager · ≤$5,000 director · >$5,000 CFO. No self-approval.
- 3. Eligible expenses & receipts — itemized receipt required over $25; no cash advances.
- 4. Submission & payment — claims filed within 30 days; reimbursed to personal card next cycle.
- 5. Controls & month-end — segregation of duties; expenses booked before the 5th-business-day close.
- 6. Exceptions — written CFO pre-approval required; [TODO: per-diem rates if used].
Note: a draft template — have a qualified accountant or counsel review before adopting.
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