Workflow Automation · Read + Write

Expense receipt → ERP line

Automate Rep · High Reason · Med

The problem

Reps snap receipts; finance re-keys vendor, amount and category, checks policy by hand. 8 min per receipt, ~120/day. Policy breaches slip through.

The AI approach

Vision-LLM extracts fields, a policy rule engine classifies the category, checks daily limits and maps to GL, then posts the line to Concur/SAP.

The outcome

~85% touchless

Re-keying falls from 8 min → 45 sec. Finance only reviews the 15% with policy flags.

Try itInput → Process → Output

Input — Receipt photo
STARBUCKS
CentralWorld · Bangkok · #4218
Date2026-05-12 14:08
CashierPloy
Card**** 4271
Latte (L)140.00
Croissant85.00
Earl Grey120.00
TOTAL345.00 THB
Process — AI pipeline
1OCR receipt imageReadPredictive
2Extract fields (vision-LLM)ReadGenerative
3Apply policy + GL mappingRulesSymbolic
4Post line to ConcurWriteSymbolic
Output — Expense line in Concur
Click Run demo to watch the receipt become a posted, policy-checked expense line.
EXPENSE LINEConcur · posted
EXP-2026-08841 · Report #R-3127
VendorStarbucks
Date2026-05-12
Amount345.00 THB
CategoryMeals · Client
GL account5310-Meals
Cost centreSLS-APAC-04
Daily meals limit (≤ 800)✓ pass
VAT receipt present✓ pass
Duplicate within 30d✓ none
Status✓ auto-approved

Three AI types in this use case

SymbolicPolicy rules (limits, GL mapping, VAT-required, duplicate window, cost-centre routing) — the compliance core.
PredictiveOCR text detection; category classifier (vendor → meals/travel/supplies) when LLM is ambiguous.
GenerativeVision-LLM extracts vendor, date, line items and currency from any receipt layout — crinkled or rotated.

The stack

  • OCR · Textract / DocAI
  • Vision LLM · Claude Sonnet
  • Rules · Python + policy DB
  • Sink · Concur API / SAP

When this works

  • Policies are codified (limits, categories, GL)
  • Single-currency or known FX feed
  • Receipts readable (no heavy crinkle)
  • Volume ≥ 50 receipts/day

When it fails

  • Hand-written tips / annotations
  • Rare-language receipts not in OCR set
  • Policy is judgement-based, not codified
  • Reimbursable per-diem mixed with itemised