Receipt & Expense Capture Automation
Clients photograph receipts via SMS or a mobile link — AI extracts vendor, amount, date, and category, then posts directly to their accounting software, eliminating manual data entry.
What This Automation Does
How It Works
Receipt Submitted
Client uploads photo via SMS link, mobile portal, or email — triggers extraction workflow
AI Data Extraction
AI reads receipt: vendor, amount, date, line items, tax, and payment method
Confidence Check
High confidence: auto-post. Low confidence: flag for staff review with extracted data pre-filled
Post to Accounting Software
Create expense entry in QuickBooks/Xero/Sage with correct chart of accounts category, client, and project code
This automation is included with your Intellivizz AI subscription.
Need a custom integration or a bespoke automation? Schedule a call with our team to discuss your requirements.
Compliance & Security
Extracted expense records must retain the original receipt image for IRS documentation requirements. Records should be stored for a minimum of 3 years.
Canada Revenue Agency regulations require proper record retention and audit trails for all automated bookkeeping and financial data processing workflows.
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