Expense Receipts

Snap a receipt or invoice with your phone – AI reads it, SharePoint stores it and the expense report builds itself.

Screens

Exact copies of the module design with sample data.

Expense Receipts – Snap a receipt
Snap a receipt
Expense Receipts – AI-filled expense, ready to confirm
AI-filled expense, ready to confirm
Expense Receipts – Expense report and approval
Expense report and approval

Employees take a photo of a receipt in Teams or upload an e-invoice PDF. AI reads the merchant, date, amounts and VAT, picks a category from your own list and checks for duplicates. The employee confirms with one tap, submits a monthly expense report, the manager approves it and accounting exports it. Everything runs in your own Microsoft 365 and Azure – no third-party expense app, no per-user fees and no Power Apps licences.

What you get

  • Photo capture in Teams – phone and desktop
  • AI recognition: merchant, registry code, VAT number, VAT by rate
  • Category picked automatically from your own list
  • Duplicate detection
  • Review and correct before submitting
  • Expense report as PDF with receipts attached
  • Manager approval (manager from Entra ID)
  • CSV export for Merit, SmartAccounts, Directo and others
  • Employees see only their own expenses
  • Receipts and data stay in your own tenant

Requirements: Microsoft 365 (SharePoint + Teams). An Azure subscription for AI recognition (pay-as-you-go, typically 1–2 cents per receipt). No Power Apps licences needed.

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