This guide explains how employees can use AI Expense in Fynlo to turn receipts into expense records quickly and accurately. AI Expense is designed to reduce manual work while ensuring expense details are complete and easy to review.
AI Expense helps employees:
- Capture receipts digitally
- Automatically extract expense details
- Review and save expenses with minimal effort
Instead of manually typing information from receipts, employees rely on AI to create structured expense entries that are ready for tracking or reimbursement.
Step 1: Upload or Sync Receipts
Employees can start by uploading receipt images or PDF files. Receipts may also be automatically imported when a Google Drive folder is connected.
Once a receipt is detected, AI Expense prepares it for scanning. There is no need to rename files or fill out forms at this stage.
Step 2: Automatic Receipt Scanning
After upload, AI Expense scans the receipt and extracts key information, including:
- Merchant or vendor name
- Transaction date
- Total amount
- Currency
The scanned receipt remains attached to the expense, ensuring proper documentation is always available.
Step 3: Review Extracted Details
Before saving the expense, employees can review the extracted information. If needed, they can:
- Correct minor details
- Adjust categories
- Confirm amounts and dates
This review step ensures accuracy while still benefiting from automated data capture.
Step 4: Save the Receipt as an Expense
Once all details are confirmed, the receipt can be saved as an expense entry. The expense is now structured, organized, and ready for reporting or reimbursement.
No additional manual entry is required.
Best Practices for Employees
To get the best results when using AI Expense:
- Upload clear and readable receipt images
- Avoid cropped or blurry photos
- Review details before saving to prevent corrections later
Following these practices helps ensure faster processing and fewer rejected expenses.
AI Expense simplifies expense reporting for employees by automating receipt scanning and expense creation. With less manual work and fewer errors, employees can submit expenses faster while keeping records accurate and organized.