MTD spend4.0%
$29K
320 txns seeded
Open requestsSLA
$95K
34 pending
Budgets at riskwatch
24
17 over
Auto-cleared this weekagent
20
69 escalated
Top-vendor shareconc.
16.2%
top-3 36.6%
Projected overshootburn
$231K
2 cards near limit
Card vs request pace
Northline · weekly
CardRequest
W2 Field kickoff SFW4 Budget mid-period reviewW7 Customer summitW10 Vendor RFP window
Spend by category ($K)
all sources
35
Professional
29
Travel
26
Software
24
Marketing
18
Hardware
18
Facilities
17
Training
17
Lodging
Largest flagged lines
flag + block
| Merchant | Amount | Pol |
|---|---|---|
| Beacon Legal LLP | $6.4K | Flag |
| Orbit Ads Network | $3.8K | Flag |
| Ironclad Security | $3.1K | Block |
| Beacon Legal LLP | $2.7K | Flag |
| Cedar Analytics | $2.7K | Block |
| Harbor Bistro | $2.3K | Flag |
| SecureStack SaaS | $2.1K | Flag |
Top flagged transactions
by amount
| Date | Merchant | Owner | Policy | Amount |
|---|---|---|---|---|
| 07-28 | Beacon Legal LLP | Sasha | Flag | $6.4K |
| 08-01 | Orbit Ads Network | Rina | Flag | $3.8K |
| 07-29 | Ironclad Security | Dev | Block | $3.1K |
| 05-14 | Beacon Legal LLP | Wei | Flag | $2.7K |
| 05-24 | Cedar Analytics | Dev | Block | $2.7K |
| 05-17 | Harbor Bistro | Priya | Flag | $2.3K |
| 08-04 | SecureStack SaaS | Priya | Flag | $2.1K |
| 06-19 | North Freight | Sasha | Flag | $2.1K |
Budget health
50 composite
50
score
At risk / over24
Projected overshoot$231K
Open requests34
Top-1 vendor16.2%
Root-caused alerts
symptom → cause → fix
Do this next, agent escalations only
the agent cleared everything else
07-28 12:49$6.4K
Beacon Legal LLP
Sasha Okonkwo · G&A
Policy flag: review requiredAmount > $1,000
08-01 17:49$3.8K
Orbit Ads Network
Rina Cho · Marketing
Policy flag: review requiredAmount > $1,000
07-29 14:30$3.1K
Ironclad Security
Dev Patel · G&A
Hard-block policy hitOver auto-approve limit
08-04 14:49$2.1K
SecureStack SaaS
Priya Nair · CS
Policy flag: review requiredAmount > $1,000