Add an Expense with AI

The Quick Expense Scanner app allows you to start scanning an expense with AI directly from the Expenses screen, automatically creating the expense without requiring manual data entry.

Steps

1. From the Quick Expense Scanner app home screen, tap Expenses.
2. Tap the (+) Add Expense button.
3. Tap the blue AI Scan icon at the top of the screen to scan the invoice and automatically extract its data.
   • After scanning the invoice, its data is automatically extracted. You can review the extracted data and edit any information as needed.
4. Tap Save after verifying the extracted data.

How the System Works

• When you scan an invoice using the scan icon, the system automatically extracts the invoice amount and populates it in the Amount field on the same screen. You can review and edit the amount before saving.
• Expenses created through AI scanning are displayed with the “AI Extracted” label, unlike expenses added entirely manually, which do not have this label.

Validation Rules

• An expense created through AI scanning cannot be saved until all required fields are completed.