AI Workflow

What is a Verifier workflow and how does it work?

What is the Policy Enforcer and how does it work?

How do I enable or disable the Policy Enforcer?

The Policy Enforcer is an AI-powered automation feature within the OFX Control Hub that reads and extracts spending rules from a company's uploaded expense policy document (PDF) to automatically suggest expense approvals or denials. Users with Full Suite access can upload their policy via AI Workflows, review and edit the AI-extracted...

What is the Document Processor?

How can I use the Policy Creator?

How OFX AI Workflows work