Finance / intelligent agents
Expense Agent
Organise receipts, suggest categories and prepare an expense summary for review.
Built around your workflow.
Organise receipts, suggest categories and prepare an expense summary for review.
Starts with
Receipts and an agreed category list
Delivers
An organised expense draft
Measure what improves
Receipt handling time and categorisation accuracy.
Your data boundary
Mask payment details; a person approves accounting treatment.
A prebuilt workflow is a starting point. Connections, model choice, access and acceptance tests are configured for your deployment.
- 01
Receive
Receipts and an agreed category list through an approved connection.
- 02
Prepare
Organise receipts, suggest categories and prepare an expense summary for review.
- 03
Check
Validate against source material and agreed rules.
- 04
Review
A person reviews uncertain or consequential output.
- 05
Record
Record the outcome under the agreed retention policy.