Step 2 — Transaction Data or Process Description
Process Description
Upload CSV / Excel
Process Description
Describe what actually happens in practice — the AI will check this against the policy.
📂
Drop your transaction file here
CSV or Excel (.csv / .xlsx / .xls) · header row required
Choose File
Data Preview
Step 3 — Check Settings
Policy Type
Expense
Procurement
Travel
IT Acceptable Use
Provides context to focus the AI analysis.
Analysis Focus (optional)
Highlight specific areas to pay extra attention to.
🛡️ Check Compliance
Analysing policy compliance…
AssurAI is reading the policy and checking for exceptions…
📊 Compliance Check Results
📝 Analysis Summary
🚩 Exceptions & Issues
💾 Save as Workpaper
📊 Export to Excel