Investment proof reviewer
Reads investment proofs, compares them with the claim and the section limit, and drafts approve, partly approve or reject for HR.
How it works
For a submitted proof (80C, 80D, rent, home loan interest…), the agent reads the uploaded receipts and certificates and checks the kind of document, the employee’s name, the financial year and the amounts against what was claimed. It drafts the review with a comment for the employee; HR confirms, and Payroll applies it and emails the employee as usual.
About 4 credits per proof
What it reads
- Proof files and the claimed amounts
- The employee’s declaration
When it starts
- When HR asks it to review a proof
What it can do
- Approve, partly approve or reject a proof (after you confirm)
What it never does
- Change a declaration or payroll
Safe by design
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Investment proof reviewer do?
For a submitted proof (80C, 80D, rent, home loan interest…), the agent reads the uploaded receipts and certificates and checks the kind of document, the employee’s name, the financial year and the amounts against what was claimed. It drafts the review with a comment for the employee; HR confirms, and Payroll applies it and emails the employee as usual.
Can the Investment proof reviewer change data on its own?
No. It asks a person to confirm before it will: approve, partly approve or reject a proof. It never does the following: change a declaration or payroll.
How much does the Investment proof reviewer cost?
About 4 credits per proof. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
Before a pay run is approved, compares it with the last one and lists what stands out: missing bank details or PAN, zero pay, big net pay changes, LOP spikes, joiners and leavers.
Tells payroll what’s due (EPF, ESI, TDS, Form 138, PT, LWF) and records challans from their receipts.
Answers “How do I…?” from the flowwork help guide in a few steps and opens the right screen. It only shows screens you already have access to.