Turn a photo or an email to the shared inbox into a reviewed draft booking, with the original kept archived. Every booking shows in plain text first and is booked only after your yes, from desk, phone or tablet. Anyone who wants speed can switch on direct booking without review.
The Agentic Part
An agent reads each receipt and prepares the amount, tax, account and contact, whether it arrives as a photo, a PDF or an email to the shared inbox. It matches vendor and text against your own booking history and ranks the suggestion against the chart of accounts, with the reason a particular account fits. If it cannot match a line with confidence, it leaves it open and editable. For a receipt photo, it first asks whether the expense is business or private, so the two are not mixed up.
Main Features
- Drag-and-drop receipt intake anywhere in the application
- Automatic extraction of receipt details
- Original document archived
- Receipt enters trusted data only after review
- Automatic sorting into the right category
- Continuous mailbox check, mail body rendered as PDF
- An agent guides the import
- Covered end to end by automated tests
- Every invoice gets its amount, tax, account and contact prepared automatically
- In the default mode, nothing is booked before you confirm the line
- Confirmation happens right in chat, line by line, with no separate program
- Fast direct booking without review stays available as an option
- Every receipt booked this way carries a marker in the list
- The suggestion draws on your own bookings already on file
- Vendor and text are matched and ranked against your chart of accounts
- Every suggestion comes with the reason why that account fits
- An unclear line stays open and editable
- The same suggestion appears in the booking form and in chat
- Recognised details shown in plain text before booking
- Confirmed entries booked exactly as shown
- Every AI booking logged once, sensitive details blanked
- A switch for the full history view
Use Cases
- A supplier invoice arrives by email in the shared inbox. An agent reads out the amount, tax, account and contact and creates a draft booking that is only booked after confirmation in chat.
- A receipt cannot be matched to an account with confidence because the vendor is new. The line stays open and editable until someone assigns it by hand.
- An employee photographs a fuel receipt on the go from their phone. The agent asks first whether the expense is business or private, before anything is booked.
- Anyone with many similar receipts who wants speed switches on direct booking without review. Every receipt booked that way then carries its own marker in the list.
What we build for you
- What fields a record ends up with
- How each document type gets read
- The list of categories and where they route
- The shared mailbox and its permission
- Where the archived originals are stored
- Who reviews a receipt before it is taken over
- The fields your bookkeeping requires
- The terms your office actually uses
- Which details show up in the review form
- Whether reviewed or direct booking is the default
- The setup inside the exact chat program you already use
- Your chart of accounts and the booking history to learn from
- The fields matched for your business
- The point at which a line is left for a person
- Business categories and their tax deductibility
- Austrian tax rules behind the split
- Booking history the agent learns from
