Extract Expense Data From Receipts

Intelligent receipt identification and categorization agent for enterprise expense management. Automatically classifies receipts into predefined expense categories and generates expense reports.

The Receipt-to-Expense Report Agent is an AI document classification solution designed to streamline expense reporting for enterprises. It uses AI-powered Agent to detect and classify expense receipts into 10 predefined categories, such as travel, meals, lodging, and other common business expenses.

Once receipts are classified through an agent, the solution can automatically create and populate expense reports in Concur, minimizing manual data entry and making the reimbursement process faster and more reliable. For organizations that do not primarily use Concur, this agent can be integrated with other expense or claims applications using standard automation patterns and APIs.

This is a ready-to-use agentic template that can be quickly adopted as-is or extended to match organization-specific categories, business rules, and approval workflows. It helps standardize how expenses are captured and reported across departments, locations, and user groups.

Who should use it

• Enterprises and organizations of any size Looking to help employees and departments easily categorize their expenses and submit claims accurately and on time.
• Finance, Accounting, and Accounts Payable teams Wanting to reduce manual review efforts, ensure consistent categorization, and speed up reimbursement cycles.
• Automation developers and Centers of Excellence (CoEs) Needing a reusable, intelligent building block for expense categorization within broader finance and employee-services automations.
• Business process owners for Travel & Expense (T&E) Aiming to improve policy compliance, reduce errors in submissions, and enhance the employee experience during expense reporting.

Key benefits

• Accelerates expense report creation Automatically classifies receipts and pre-fills expense reports, significantly reducing the time employees spend on manual entry.
• Reduces manual effort Minimizes repetitive work for employees and finance teams by automating receipt categorization and report setup.
• Reduces errors and rework Standardized classification logic helps prevent miscategorized expenses, missing fields, and common submission mistakes, especially for new employees unfamiliar with expense policies.
• Improves processing efficiency and on-time reimbursements Cleaner, more accurate submissions lead to smoother downstream processing, fewer back-and-forth clarifications, and faster payouts.
• Scales consistently across the enterprise Provides a centralized, reusable logic layer for expense classification that can be applied across business units, geographies, and applications.

How to use

1. Set up integration services for OneDrive and SAP Concur. If SAP Concur is not used, configure the appropriate API connector for the target expense or claims application.
2. Store expense receipts in OneDrive.
3. Run the dispatcher process.
4. The performer is automatically triggered via a queue trigger. It runs the receipt classification agent and submits the expense report in Concur.

Features

• AI-powered receipt classification Automatically identifies and classifies expense receipts into 10 predefined categories, with the ability to extend or refine the taxonomy as needed.
• Integrated expense report creation Pre-built logic to create expense reports in Concur, with patterns that can be adapted to other expense management or claims systems.
• Ready-to-use agent template An agent definition purpose-built for receipt and expense workflows that you can open and customize within Studio Web.
• Best practices built-in Designed with high-quality agent configuration, including robust prompts and logic to handle real-world receipt variations.
• Evaluation-ready Can be paired with sample or custom evaluation sets to validate performance, test against real receipts, and fine-tune behavior before production use.