Surface items needing attention
Against team-defined checklists, fields, amounts, dates or thresholds, an assistant can flag missing documents, inconsistent data or overdue items.
Surface missing, inconsistent or unusual items against team-defined rules, with evidence for people to review.
Against team-defined checklists, fields, amounts, dates or thresholds, an assistant can flag missing documents, inconsistent data or overdue items.
A useful flag explains the rule triggered, shows its source and suggests follow-up so staff can assess it.
An exception is a prompt for review, not a finding of fraud or non-compliance. Authorised people make decisions under your procedures.
Share the step that takes the most time, the data or systems involved, and who reviews the result. We can help map a practical starting point.