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Business workflows

Expense Data Preparation

Collect receipts and extract merchant, date, tax and amount fields for expense review.

Start this workflowReceipt Parser
Illustrative outputEXCEL / CSV / JSON
Illustrative output: Receipt Parser
FieldExample value
MerchantSunday Coffee
Date2026-10-01
Tax0.96
Total12.96

Fictional sample data. Review extracted values against your original document before using or exporting them.

Make it work for your process

Keep one row per receipt and retain the original filename. Review currencies and totals before importing into your expense system.

From document to usable data

  1. 01

    Upload a document

    Upload here to start. Sign in if needed; your file continues automatically.

  2. 02

    Extract and review

    AI extracts the data automatically. Check the result against the source and refine it in a sentence.

  3. 03

    Export and continue

    Download Excel, CSV or JSON. Save a workflow to reuse this extraction for similar documents.

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Before you start

Can I change the fields?

Yes. Adjust the preset before uploading, or tell AI what to change after seeing your result.

How do I send data to other apps?

Export Excel, CSV or JSON for your tools. For recurring work, save a workflow and configure its available delivery options.

Expense Data Preparation

Start this workflow