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Smart Expense Insights

Forward your invoices to email or upload receipts — Smart Expense Insights will extract the data and update your dashboard automatically.

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Demo

smart expense flow

Features

  • 📂 Upload Once — Persisted knowledge base (in your case, invoices stored in Google Drive).
  • 📧 Email Integration — Forward invoices directly from email (no manual upload).
  • 🤖 Ask Anything — AI-powered data extraction (Vendor, Date, GST, Amount, Category).
  • 📑 Multiple Docs — Works with receipts, invoices, and expense reports.
  • 🔄 Reset Anytime — Reset or refresh the workflow easily.
  • 📊 Live Dashboard — Visualize spend by vendor, category, and trends in Looker Studio.

How It Works?

  1. 📧 Send invoice by email (or upload manually)
  2. 📂 Invoice saved into Google Drive
  3. 🤖 AI extracts details (date, vendor, GST, amount, category)
  4. 🧾 Data saved in Google Sheets
  5. 📊 Dashboard updates in Looker Studio
  6.  

Your finance team can just forward invoices to an inbox — Smart Expense Insights takes care of the rest.

Book a Free Consultation