AI assistants
Ask Claude about your expenses
Find recent expenses, check report progress and see what is waiting for approval by asking Claude in everyday language. The connection is read-only and limited to the expense information your role permits and you approve. Submitting claims, approving and reimbursing stay in Reimgo.
Included in Reimgo Connect and the 7-day free trial. You also need a Claude account that supports custom connectors.
What are my 3 most recent expenses?
Here are your 3 most recent expenses in Reimgo:
- Oct 28 · Willow Café Draft$36.50
- Oct 27 · Metro Rideshare Draft$22.80
- Oct 21 · Lakeside Hotel Submitted$189.00
The first two are not in a report yet. Add them to a report in Reimgo to send them for approval.
Questions you can ask
The answers come from your own Reimgo data, within what your role allows.
"What are my three most recent expenses?"
Your latest expenses with their dates, merchants, amounts and statuses, including drafts you have not submitted.
"What is stopping me from submitting this report?"
Which checks block submission and which expenses need an explanation before the report can go.
"What is waiting for my approval?"
For approvers and finance: the pending requests, with report totals and policy flags.
"How much did my team spend this month?"
For managers, finance and admins: totals by category, cost center, project or month. Spending by individual person is not available through the connection.
"What does my expense policy allow for meals?"
The policy that applies to you today, explained in plain language.
"How much is ready for reimbursement?"
For finance: totals ready to pay back by company and currency, with no individual bank details.
"Are any accounting entries waiting for attention?"
For finance and admins: lines not yet exported and categories not yet mapped. With a live accounting connection, also the entries the ledger refused and the recorded reasons.
"How do I submit an expense report?"
Guidance from the Reimgo help center, with a link to the relevant article.
Connect with company approval and your own permission
- An admin enables AI appsAI connections are off by default. An admin enables them in Reimgo's company settings.
- You connect Claude to your accountAdd Reimgo as a custom connector in Claude, sign in to Reimgo and review the requested access on Reimgo's authorisation screen before selecting Allow. Each person connects their own account.
- Ask questions within your accessClaude requests supported information within your Reimgo role and the permissions you approved. If your role changes, so does what it can reach. The connection uses the Model Context Protocol (MCP).
Every tool request is recorded in your audit trail.
Keep control of your expense data
Read-only
The connection cannot create expenses, submit reports, approve claims or make payments. Those actions stay in Reimgo.
Limited information, checked on every request
The connection does not expose everything visible in the app. Access is limited to supported data and your permissions. Receipt information covers the reading status and the fields read, never the image.
You approve each app in Reimgo
A Reimgo screen shows which app wants to connect and what it could read. Nothing connects until you press Allow.
Off until your admin switches it on
AI apps are off by default for every company. Switching them off again ends every connection at once.
Personal details are restricted
People appear as labels such as person_1 and person_2. Bank, card, salary and contact details are excluded from every response.
Requests are recorded
Each tool request, including a refused one, goes into the company audit trail with the requesting user, the action and the outcome.
You can revoke a connection
Remove an app under Connected AI apps in your Reimgo profile. An admin can also switch AI apps off for the whole company, ending its connections.
Questions
Which AI assistants work with Reimgo?
Claude is tested. Other apps that support the Model Context Protocol (MCP) with sign-in may also connect, but they have not all been tested. The setup guide has the requirements and steps.
Which Reimgo plan includes this feature?
AI assistant connections are included in Reimgo Connect and in every free trial.
Do I need a separate Claude account?
Yes. You need a Claude account that allows custom connectors. Reimgo provides the connection to your expense data; access to Claude is separate.
Can Claude submit or approve expenses?
No. The Reimgo connection is read-only. Claude can explain what needs attention or how to complete a task, but submitting, approving and reimbursing happen in Reimgo.
Can Claude see everything in my Reimgo account?
No. It reaches only the supported information your role permits and you authorised. Receipt images, spending by individual person and sensitive details such as bank, card, salary and contact data are excluded.
Who enables the connection?
AI apps are off by default. An admin switches them on for the company in Reimgo settings, then each person connects and authorises their own app.
How do I disconnect Claude?
In Reimgo, open your profile and remove the app under Connected AI apps. Removing Reimgo inside Claude alone may not revoke the connection in Reimgo, so remove it there too. An admin can also switch AI apps off for the whole company, ending every connection at once.
Is AI assistant activity recorded?
Yes. Every tool request, including a refused one, is recorded in the company audit trail with the requesting user, the action and the outcome.
Get answers from your expense records
Try Reimgo with your team's expenses, then connect Claude to explore reports, approvals and spending through questions.