Vendor and recipient controls
Pay approved vendors automatically. Review payments to new, changed, or risky recipients.
Check for recipient changes
Turn on the checks that match how your team already vets vendors.
Approved-recipient policy
A defined set of vendors or merchants the agent may pay. Repeat payments to them don't need a review.
Trust thresholds
Use available reputation information to set review thresholds. A score does not guarantee safety.
Merchant and category mapping
Tie approved recipients back to the kinds of purchases they should be able to receive.
Recipient changes
Check new recipients and changes to saved payment details.
See vendor payments proceed or pause for review
Try a repair payment to an unapproved vendor and inspect the rule that stops it.
Run the real estate demo