AI Expense Review with Pinecone Audit & Airtable Sync

# Automated expense review in Airtable with AI analysis and Pinecone audit trail

This workflow automates expense request review using an AI agent that analyzes cost details, makes decisions, and creates a transparent audit trail. Designed for organizations prioritizing budget control and documented decision-making.

## Who it´s for
- CFOs automating expense approval processes
- Distributed teams needing consistent spending oversight
- SaaS startups implementing AI-powered operational audits
- Accounting departments aiming for digital decision trails

## What the automation does
- Monitors Airtable for new or updated records with ´Pending´ status
- Triggers a GPT-4 powered AI agent (via LangChain) to analyze amount, category, and description
- Generates a structured JSON decision with reasoning
- Stores the vectorized decision in Pinecone for future retrieval and auditing
- Updates the Airtable record with new status (Approved / Flagged) and explanation
- Enables finance teams to search for similar historical cases in the vector database

## What´s included
- Ready-to-use n8n workflow
- Trigger and handler logic based on Airtable updates
- Integrations with Airtable, OpenAI, and Pinecone
- Basic text instructions for launch and adaptation

## Requirements for setup
- n8n account (self-hosted or cloud)
- Access to Airtable with an expense tracking table
- OpenAI API key
- Pinecone account and configured vector index

## Benefits and outcomes
- Reduced workload for finance teams through automated pre-review
- Increased transparency via stored context and decision logic in Pinecone
- Faster processing without compromising control quality
- Internal audit capability with similarity search across past decisions
- Clear documentation of all decisions directly within Airtable

## Important: template only
Important: you are purchasing a ready-made automation workflow template only. Rollout into your infrastructure, connecting specific accounts and services, 1:1 setup help, custom adjustments for non-standard stacks and any consulting support are provided as a separate paid service at an individual rate. To discuss custom work or 1:1 help, contact via chat