ExpenseDocAI Documentation

ExpenseDocAI is an intelligent document processing solution that automates the extraction, classification, and processing of expense-related documents, including receipts, invoices, and expense reports.

This documentation is being actively developed. Check back frequently for updates and new content.

Key Features

Automated Data Extraction

Extract key information from receipts, invoices, and expense reports with high accuracy using advanced AI models specifically trained for financial documents.

Multi-Currency Support

Process documents in multiple currencies with automatic conversion to your base currency using up-to-date exchange rates.

Policy Compliance

Automatically flag expense items that violate company policies or exceed spending limits to ensure compliance.

ERP Integration

Seamlessly integrate with popular accounting and ERP systems for automated data entry and reconciliation.

Getting Started

Prerequisites
  • An active DocMatrix AI account
  • API credentials (available in your dashboard)
  • Basic understanding of RESTful APIs (for API integration)
Quick Start Guide
  1. Sign up for DocMatrix AI: Create an account on the registration page.
  2. Access ExpenseDocAI: From your dashboard, navigate to Products > ExpenseDocAI.
  3. Upload your first document: Use the interface to upload a receipt or invoice.
  4. Review extracted data: Verify the automatically extracted information.
  5. Export or integrate: Export the data or set up API integration with your accounting system.
Sample code to upload a document via API

curl -X POST https://api.docmatrixai.com/v1/expensedocai/documents \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -F "file=@receipt.pdf" \
  -F "metadata={\"currency\":\"USD\",\"department\":\"Sales\"}"
                        

Use Cases

Expense Management

Streamline your company's expense management process by automatically extracting data from employee expense receipts and reports.

Accounts Payable

Automate your accounts payable workflow by processing vendor invoices with AI-powered data extraction.

Audit & Compliance

Ensure compliance with internal policies and external regulations by automatically flagging suspicious transactions.

Financial Reporting

Generate accurate financial reports by ensuring expense data is properly categorized and recorded.

API Reference

ExpenseDocAI offers a comprehensive REST API for integration with your existing systems. Full API documentation is available in our API Reference section.

Common API Endpoints
EndpointMethodDescription
/v1/expensedocai/documentsPOSTUpload a document for processing
/v1/expensedocai/documents/{id}GETRetrieve processed document data
/v1/expensedocai/documents/{id}PUTUpdate document metadata or classification
/v1/expensedocai/batchesPOSTSubmit multiple documents for batch processing

Examples

Processing a Receipt

Sample Receipt Input:

Upload image of a receipt using our API or web interface.

(Receipt image would be displayed here)

Extracted Output (JSON):

{
  "vendor": "ACME Office Supplies",
  "date": "2023-04-15",
  "total": 127.94,
  "currency": "USD",
  "tax": 10.99,
  "line_items": [
    {
      "description": "Paper, Premium White",
      "quantity": 2,
      "unit_price": 24.99,
      "amount": 49.98
    },
    {
      "description": "Ink Cartridge, Black",
      "quantity": 1,
      "unit_price": 67.97,
      "amount": 67.97
    }
  ]
}

Frequently Asked Questions

ExpenseDocAI supports a wide range of formats including PDF, JPEG, PNG, TIFF, and Microsoft Office formats (Word, Excel). You can upload digital documents or scanned physical documents and receipts.

ExpenseDocAI achieves 95%+ accuracy for most standard fields such as total amount, date, and vendor name. Accuracy varies depending on document quality and complexity. Our AI model continuously improves with usage.

Yes, ExpenseDocAI offers pre-built integrations with popular accounting and ERP systems including QuickBooks, Xero, SAP, Oracle, and many others. For custom integrations, you can use our comprehensive API.

ExpenseDocAI can recognize over 150 different currencies automatically. The system can convert amounts to your base currency using current exchange rates or custom conversion rates that you define.