Compliance / Review Agent

Read every entry.
Send four to a partner.

Reads every entry against engagement rules, rate cards and narrative standards — and escalates only what a partner actually needs to see.

Approving this week pushes the engagement past budget

Kim and Marks logged 24h this week — entries are clean and billable. The project sits at 94% spend with two weeks still scoped. Approving lands it at 101%. Worth a re-baseline with Meridian before clearing.

$11.2k exposure · 24h held
All entries this week 3 flagged · 3 clean · grouped by person ✓ Approve all clean
NK Kim, Noah Senior Manager 3 flagged · 24.00h
Mon, May 18 Engagement Lead 8.00h

Margin recovery workshop with Meridian ops leadership; built scenario model and reviewed Q3 SKU profitability cuts.

Octayne · Detailed and unique. Pacing fine. Held only because of project-level budget exposure.
Reject with comment · sent to submitter draft from Octayne · edit freely
Hi Noah — holding this until we re-baseline the engagement with Meridian. The project is at 94% with two weeks scoped. Will follow up after the Friday client call.
Reject & send comment ✓ Approve anyway Notification only sent when you submit
2 more entries this week

One escalation, end to end. Nothing leaves until you submit.

The problem

Why this goes wrong today.

  1. 01
    Volume defeats review

    When four hundred lines arrive at once, an approver checks whether the fields are filled in. That is not what approval was for.

  2. 02
    The mechanical errors hide the real ones

    Missing codes and wrong dates crowd out the entry that is genuinely mis-scoped — the only one that changes a number.

  3. 03
    So everything is approved

    The queue clears because it has to. The errors travel downstream into the invoice, where a client finds them instead.

How it works

What it actually does.

  1. 01 Read everything, not a sample Every entry on every engagement, every cycle. Sampling is what lets a bad narrative reach a client invoice.
  2. 02 Check against the rules that apply Engagement terms, rate cards, task codes, narrative standards and client-specific billing guidelines — whichever govern this entry.
  3. 03 Correct what is mechanical Wrong task code, wrong rate, a narrative that fails the standard for a reason the agent can fix without judgement. Corrected in place, with the change logged.
  4. 04 Escalate what needs judgement Everything else goes to a human with the reason attached, so the review is a decision rather than an investigation.
review funnel

From every entry to the few that matter

One cycle: 22 timesheets and 6 expense reports. Seventeen auto-approved, five nudged, two still to submit — and four that need a partner. $142k cleared, $18.4k held.

Agent review · cycle 18–24 May ran 7:42 AM · next 4:00 PM
01 Auto-approved — every rule passed
17
60.7%
02 Nudged — 3 awaiting reply, 2 already fixed
5
17.9%
03 Pending submission
2
7.1%
04 Needs your call
4
14.3%

I reviewed 22 timesheets and 6 expense reports. 4 need your call.

$142k cleared for invoicing $18.4k held for your decision 18% faster than last cycle

Inputs and outputs

What it reads, and what it does.

What it reads Everything it is given access to.
  • Submitted and drafted time entries
  • Engagement terms, rate cards and task-type definitions
  • Client billing guidelines where they are configured
  • The approval chain for the engagement
What it derives The signals it builds from that.
  • Rule and rate-card compliance
  • Narrative quality against standard
  • What approving would cost
What it does with it The action each signal triggers.
  • Auto-approves what passes
  • Corrects what is mechanical
  • Escalates what needs judgement
  • Returns what the author has to fix
What reaches a human

Anything needing judgement: a week that would push an engagement past budget, a booking it cannot tell is stale or miscoded, a narrative that is accurate but reads poorly, a policy exception. It says what it could not resolve, and why.

Works alongside

Capture Time Agent Ambient capture · drafts the timesheet for them Revenue Billing Agent Assembles and reconciles the invoice Overview All five agents The full agentic layer

Next step

See it run against one of your live engagements.

Bring an engagement that worried you. We will show you where the margin went, and the week Octayne would have told you.

Request a demo See pricing