Weekly Agent Spend Review Template
Fifteen minutes a week on agent spend catches drift before it becomes damage. Here's the agenda.
The agenda
1. Total spend vs ceiling (per agent).
2. Flagged transactions — approved or denied, and why.
3. Blocked attempts — legitimate or not? Adjust rules.
4. New merchants — add to allowlist or block.
5. Rule changes — one change max per week, reviewed.
The output
A short log: what you reviewed, what you changed, what you're watching.
Weekly log line
W34: spend 82% of ceiling. 3 flagged (all approved). 12 blocked attempts (2 legit → allowlisted). Rule: raised data cap 15%.One line, complete audit trail.
FAQ
How long should the review take?
15 minutes with the audit log — it's queryable.
What's the most important number?
Blocked legitimate attempts — that's where rule-tuning matters.
Related
Stop the next $12,400 night.
One API call (or MCP tool) in front of every agent transaction — APPROVED, BLOCKED, or FLAGGED, deterministic, ~5 ms, fully logged.
See plans — from $99/mo Try a live check