Expense & Receipt Management**Purpose: Receipt Data Extraction and Categorization**
1.2. Normalize data for consistency across various expense formats (PDF, JPG, PNG, email attachments).
1.3. Categorize expenses according to standardized accounting codes or custom firm rules.
1.4. Reduce manual entry errors, ensure tax compliance, and streamline bookkeeping workflows.
1.5. Enable real-time entry into accounting platforms and ERPs with audit-ready data trails.
**Trigger Conditions**
2.2. Receipt attachment detected in email inbox (Gmail, Outlook, Yahoo).
2.3. Receipt image submitted via mobile app or client web portal.
2.4. Receipt scanned from in-office scanner connected to network folder.
2.5. Scheduling triggers: process receipts daily, weekly, or instantly on upload.
**Platform Variants**
3.1. **Google Cloud Vision OCR API**
• Feature: OCR text extraction.
• Setting: Configure API key; set language; enable "document_text_detection".
3.2. **Microsoft Azure Form Recognizer**
• Feature: Receipts prebuilt model.
• Setting: Set endpoint; use "prebuilt-receipt" API; region-specific deployment.
3.3. **Amazon Textract**
• Feature: AnalyzeExpense API for receipts.
• Setting: IAM credentials; input S3 bucket path.
3.4. **ABBYY FlexiCapture**
• Feature: Receipt recognition batch.
• Setting: Create receipt template; define export field mapping.
3.5. **Rossum**
• Feature: Document parsing queue for receipts.
• Setting: Queue setup; webhook for processed results.
3.6. **Xero**
• Feature: Receipts endpoint for expense categorization.
• Setting: API token; mapping rules for account codes.
3.7. **QuickBooks Online**
• Feature: Receipts and Expenses API.
• Setting: OAuth; automatic attachment parsing.
3.8. **Expensify API**
• Feature: Receipt image upload and SmartScan.
• Setting: Auth token; job descriptor with categorization.
3.9. **SAP Concur**
• Feature: Receipt Extractor Service.
• Setting: API credentials; policy mapping.
3.10. **Receipt Bank (Dext)**
• Feature: Email-forward OCR processing.
• Setting: Submit email; auto-category rules.
3.11. **Zoho Expense**
• Feature: Receipt OCR auto-scan.
• Setting: REST API; receipt email integration.
3.12. **OCR.Space API**
• Feature: Image/PDF text extraction.
• Setting: API key; set "isTable" for tabular data.
3.13. **Wolfram Alpha API**
• Feature: Computation for tax/category mapping.
• Setting: API key; submit text for calculation.
3.14. **Box Skills**
• Feature: Receipt image skills pipeline.
• Setting: Enable skills for folder; configure parser.
3.15. **Dropbox Business API**
• Feature: File webhook for new uploads.
• Setting: App access; event trigger for receipt folder.
3.16. **Gmail API**
• Feature: Receipt attachment parser.
• Setting: Set label filter; attachment extraction.
3.17. **Outlook Graph API**
• Feature: Email receipt scan.
• Setting: Folder watch; attachment download automation.
3.18. **Slack API**
• Feature: Receipt submission by chatbot.
• Setting: Bot user token; file upload event.
3.19. **Jotform API**
• Feature: Client receipt form and upload.
• Setting: Webhook for submission; SFTP upload.
3.20. **UiPath OCR Activities**
• Feature: Batch scan and categorize receipts.
• Setting: Configure bot to monitor directories; field extraction templates.
3.21. **Make.com (Integromat) OCR Modules**
• Feature: Automated image to text workflow.
• Setting: Image parser module; expense router module.
**Benefits**
4.2. Reduces data entry errors, improving accuracy for compliance.
4.3. Enables scalable processing capacity during peak client periods.
4.4. Immediate integration into accounting ledgers and dashboards.
4.5. Audit trails for all extracted and categorized expense data.
4.6. Enhanced client satisfaction through realtime status visibility.
4.7. Streamlined tax preparation and reporting for clients and firm.