Accountant-ready expense reports, with a human approval gate.
Smart Maya Expense Report Prep inventories expenses for a period you choose, preserves original receipt attachments, flags likely duplicates and currency mismatches, and shows you a dry-run plan — nothing is approved, created, edited, downloaded, or deleted until you explicitly say go.
How it works
A dry-run plan, then an explicit decision.
Scope
You give a reporting period, currency policy, and grouping rules; the skill confirms you're authorized to expose the connected organization's expense data before reading anything.
Who this is for
Built for reviewable, accountant-ready reports, not tax decisions.
Good fit for
- Zoho Expense users who want a reviewable, accountant-ready report prepared without hand-sorting receipts
- Small teams closing out a reporting period who need duplicate and currency issues flagged before reports are created
- Anyone who wants a hard approval gate before any expense is approved, edited, or deleted
Not built for
Tax filing, deductibility decisions, or any accounting judgment call — this skill organizes and drafts; you and your accountant make the calls.
Questions
Reference documentation
Review current platform guidance before installing or running the skill.
Keep learning
Read practical AI implementation guidance for business teams in the Smart Maya AI blog.
Explore the blogBuilt by Chandra Kumar
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