# Expense and document agent — case study

> Receipts and invoices sent to one inbox are read by an agent that extracts amounts, dates and categories, writes them into the accounting sheet, and…

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Finance

# Expense and document agent

Receipts and invoices sent to one inbox are read by an agent that extracts amounts, dates and categories, writes them into the accounting sheet, and flags anything that looks off for review.

## Engagement

Industry

Finance

## About the product

Receipts and invoices sent to one inbox are read by an agent that extracts amounts, dates and categories, writes them into the accounting sheet, and flags anything that looks off for review.

## What we did

-   Receipts and invoices sent to one inbox are read by an agent that extracts amounts, dates and categories, writes them into the accounting sheet, and flags anything that looks off for review.

## Stack

-   N8N
-   Claude
-   OCR
-   Sheets

## Similar problem?

This work came out of the direction below.

-   [AI Automation & AgentsThe work your team keeps doing by hand, done by software instead.](/services/ai-automation/)