Overview
AI Expense helps you capture expenses quickly with two workflows: AI create (scan a receipt) or manual create. You can review and edit fields before saving. Use filters to find records and Reports to understand spending over time.
What you can do
Create expenses (AI scan or manual)
Start from a receipt image to auto-fill date/merchant/amount, or enter everything yourself.
Attach receipts to an expense
Keep supporting files with the record (images and PDFs).
Search and filter
Find expenses by keyword, date range, and amount range.
View reports
See totals, transactions, and charts for a selected time range.
Key concepts
- Expense: A record with date, merchant, amount, optional description, and remark.
- Manual create: Create an expense by typing fields yourself. Best when you don’t have a receipt image or want full control.
- AI create (from receipt): Start from a receipt image. AI extracts fields into the form, then you review and correct before saving.
- Attachments (receipts): Images/PDFs attached to an expense for proof and context.
- Reports: Aggregated metrics and charts over a date range (daily/monthly/quarterly).