Review card activity and merchant controls, then reconcile transactions with accounting records.
Example outcome
Prepare a reconciliation queue for finance review.
Agent examples
2 guides
Privacy.com gives an agent virtual-card, merchant, limit, and transaction context for finance review. A useful agent can apply a team’s stated rules to recent activity, identify missing context, and prepare focused questions about declined charges, unexpected merchants, repeated attempts, or transactions that do not match the intended card use.
A review signal is not a finding of misconduct. The agent should show the card and transaction evidence behind each flag and route uncertain cases to the card owner or finance team. It should never change a limit, pause a card, dispute a charge, or contact a merchant during analysis.
Privacy.com shows the card transaction and merchant context. Xero shows accounting records, coding, tax treatment, and reconciliation status. A combined workflow can match the two, isolate unmatched items, and prepare questions for an accountant without posting or reconciling anything automatically.
Combine plugins
Outcome pages can describe combinations: one plugin for source context, another for project tracking, and another for delivery or notifications. Use Privacy.com as one layer in a larger agent workflow when the outcome needs more than one connected app.
Available plugin capabilities
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