AI-Powered Expense Processing
TallySpark's AI-powered expense processing uses Claude AI to automatically extract data from receipts and invoices. Upload a photo and let artificial intelligence handle the data entry.
How AI Document Processing Works
Advanced AI technology analyzes your receipts to extract:
- Vendor Name - Who you paid
- Total Amount - How much you spent
- Date - When the expense occurred
- Category - Type of expense (auto-suggested)
- Line Items - Individual products or services
- Tax Information - Tax amounts and rates
Uploading Receipts and Invoices
- Go to Expenses in the main navigation
- Click the Upload button
- Drag files to the drop zone or click select files
- Upload one or multiple documents
- AI processing begins automatically
Supported File Formats
- JPEG/JPG - Photo images
- PNG - Screenshots and scanned images
- GIF - Static images
- PDF - Digital documents and scanned PDFs
Understanding Processing Status
Watch your upload progress through these stages:
- Uploading... - File being uploaded to cloud storage
- AI analyzing... - Claude AI examining the document
- Extracting Data - AI pulling information from image
- Matching Clients - Linking to existing clients if mentioned
- Validating - Checking extracted data for accuracy
Reading Confidence Scores
Each extracted field shows a confidence indicator:
- Perfect (90%+) - Green bars, very high confidence
- Good (70-89%) - Yellow bars, reliable data
- Poor (under 70%) - Red bars, needs review
What Happens Next
Based on AI confidence levels:
- High Confidence - Expense auto-created, ready to approve
- Medium Confidence - Expense created with review flag
- Low Confidence - Sent to review queue for manual verification
Tips for Best Results
- Take clear, well-lit photos of receipts
- Ensure all text is readable and in focus
- Capture the full receipt including header and footer
- Avoid shadows and glare on the document
- Upload PDF invoices directly for best accuracy