Add an Expense with AI
The Quick Expense Scanner app allows you to upload an expense document using AI directly from the Expenses screen, automatically creating the expense without the need to enter its details manually.
Steps
You can access AI Expense Scanning in two ways:
Method 1:
- From the Home screen, tap “Scan Expense Using AI” displayed at the top of the Expense Scanner app’s Home screen.
- Capture the receipt or invoice, or upload it by tapping the Add Image or Add File icon.
- After scanning the invoice, its data is automatically extracted. You can review the extracted data and modify it as needed.
- After verifying the extracted data, tap Start Processing.
Method 2:
- From the bottom navigation bar, tap the AI “+” tab displayed in the middle of the navigation bar between the Expenses and AI Sessions tabs.
- Capture the receipt or invoice, or upload it by tapping the Add Image or Add File icon.
- After scanning the invoice, its data is automatically extracted. You can review the extracted data and modify it as needed.
- After verifying the extracted data, tap Start Processing.
In both cases, either method takes you to AI Expense Scanning.
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 start processing.
- 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.