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Finance & Admin

Invoice & Receipt Intake

Invoices and receipts arrive by email, upload or photo - and leave as clean, categorised, booked records.

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TRIGGER Document arrives email, upload or photo DATA STEP Extract fields vendor, date, VAT, total DATA STEP Match & validate duplicates, VAT rules AI STEP Categorise account and cost centre HUMAN CHECKPOINT Review exceptions only unclear items RESULT File & book archive + accounting export DATA STEP Monthly pack ready for your accountant TRIGGER Document arrives email, upload or photo DATA STEP Extract fields vendor, date, VAT, total DATA STEP Match & validate duplicates, VAT rules AI STEP Categorise account and cost centre HUMAN CHECKPOINT Review exceptions only unclear items RESULT File & book archive + accounting export DATA STEP Monthly pack ready for your accountant
TriggerData stepAI stepHuman checkpointResult

Aggregated main logic. Real projects add error handling, retries and logging around every step.

The problem

Collecting receipts, retyping amounts and chasing missing documents eats hours every month and still ends in errors.

  1. Documents can come from a forwarding address, a shared folder or a photo sent from a phone.
  2. An AI model reads the document and extracts vendor, dates, tax and totals into structured fields.
  3. Rules check for duplicates, missing tax details and plausibility before anything is booked.
  4. Clean records are archived with a consistent name and exported to your accounting tool; a monthly pack is prepared automatically.

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