Company Card Statement Review
Check card spending against policy and purpose.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Review a company card statement. Transactions with date, merchant, amount, claimed purpose and receipt status: [CARD_TRANSACTIONS]. Card policy: [CARD_POLICY]. Cardholder role: [ROLE]. Check for missing receipts, categories out of policy, duplicate charges, unusual timing, subscriptions that should be company-wide, and spending that needs a clearer purpose. Use neutral questions only. Return a table with Transaction, Issue and Question for the cardholder, a summary by category, and a respectful process for follow-up. Tax and employment rules are [VERIFY] for [JURISDICTION]. Also suggest a monthly card review cycle, deadlines for receipts and a simple dispute process for charges the cardholder does not recognise. Label every assumption, keep forecasts as ranges rather than predictions, and tag legal, tax and reporting requirements [VERIFY] for [JURISDICTION] before I rely on them. Add a closing comparison of the current state and a realistic target state for the next quarter, and keep the target modest enough to be achieved by the people involved.
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