Expense receipt capture
Receipts sent by email or chat are read, coded, and ready for approval.
How it works · Expense receipt capture
STEP BY STEP
In
- Email inbox
Slack- Receipts
- 1
Receive01
Photo or PDF of a receipt
Receipt in
- 2
Read02
Amount, date, merchant, tax
48.20
- 3
Code03
Category suggested
Travel
- 4
Approve04
Manager approves the claim
Approved
Human checkpoint
Out
- Accounting entry
- Approval trail
- Monthly report
How it works
01
The problem
Receipts are lost before month-end, and expenses are typed in by hand.
Step by step
- 01Receive. Photo or PDF of a receipt.
- 02Read. Amount, date, merchant, tax.
- 03Code. Category suggested.
- 04Approve. Manager approves the claim.Human checkpoint
Tools and control
02
Connects
Xero
Gmail- Slack
OpenAI
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Approve" step. Everything else runs on rules you agree, with every run logged.
More in Finance
03
Finance
Invoice capture and PO matching
Invoices read, matched to purchase orders, and created as draft bills.
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Bank and payment reconciliation
Payments matched automatically, leaving only true exceptions to review.
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Payment reminders and dunning
Polite reminders on schedule, with escalation to a person at the end.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.