Recording and categorizing expenses from scanned receipts

Purpose

1.1. Automatedly capture, organize, and categorize business expenses from scanned receipts to enhance Persian restaurant accounting accuracy and reduce manual data entry.
1.2. Automate expense data capture for professional expense audits, tax compliance, inventory monitoring, and profit analysis.
1.3. Automate linking receipts and expense records to specific GL accounts for streamlined reconciliation and operational workflow automation.

Trigger Conditions

2.1. New scanned receipt uploaded to a cloud drive, email inbox, or mobile app.
2.2. Receipt image sent via WhatsApp, SMS, or email from restaurant staff.
2.3. Automatic scheduler runs to check for new receipts hourly or daily.
2.4. Direct scanner integration event to initiate automated extraction.

Platform Variants

3.1. Google Drive API
• Feature: automate file upload trigger; use “Files: watch” for changes in upload folder.
3.2. Dropbox API
• Feature: Folder webhooks automate processing when new file is added.
3.3. Microsoft Graph (OneDrive & Outlook)
• Feature: “Delta query” end-point automates new file/attachment detection.
3.4. Twilio SMS API
• Feature: SMS media receive triggers automate OCR extraction flow.
3.5. WhatsApp Business API
• Feature: automated media reception triggers receipt workflow.
3.6. Scanner Integration (Brother, Epson)
• Feature: automated scan routing to specific folder or email monitored.
3.7. Google Vision API
• Feature: OCR extraction automates text data retrieval from receipts.
3.8. Amazon Textract
• Feature: DocumentAnalysis API automates key field extraction.
3.9. Microsoft Azure Form Recognizer
• Feature: Receipt API endpoint automates structured data capture.
3.10. Xero Accounting API
• Feature: Receipts endpoint automates expense entry creation.
3.11. QuickBooks Online API
• Feature: CreateExpense endpoint automates direct expense log.
3.12. Zoho Books API
• Feature: Expense.Add API automates categorized expense input.
3.13. Expensify API
• Feature: Expense creation endpoint automates receipt-to-record step.
3.14. SAP Concur API
• Feature: automate receipt import with Create Expense Reports API.
3.15. FreshBooks API
• Feature: Expense endpoint automates category tagging and record.
3.16. Slack API
• Feature: automate receipt submission via slash command or file upload trigger.
3.17. Trello API
• Feature: automate card creation in “Expenses” board with attachments for review.
3.18. Airtable API
• Feature: automate row insertion for each new categorized expense.
3.19. Monday.com API
• Feature: Item create triggers automate expense workflow boards update.
3.20. Mailparser
• Feature: automate parsing of emailed receipts and forward parsed data.
3.21. Zapier Webhooks
• Feature: automatedly connect above triggers and actions into a unified workflow.
3.22. Make (Integromat) Webhooks
• Feature: automate scenario running across multiplatform chain.

Benefits

4.1. Automates error-prone manual data entry and reduces bookkeeping time.
4.2. Automatedly categorizes and archives expenses for rapid audit preparation.
4.3. Permits real-time process automation for up-to-date financial monitoring.
4.4. Automates custom rule setup for flagging outliers or duplicate receipts.
4.5. Enables fully automatable, scale-ready workflows for multi-location Persian restaurants.
4.6. Provides audit trails from receipt image to categorized expense in accounting.