AI Automations

Expense Receipt Automation

Before:

Expenses were tracked manually. Receipts arrived by email and post. As a result:

•Receipts were processed manually with high risk of errors.
•Files were stored inconsistently across folders.
•Manual data entry into Excel led to missing receipts and delays.

After:

Receipts are now sent via email or Telegram and processed automatically.

•Images/PDFs are extracted and cleaned via OCR.
•Date, amount, currency, and vendor are identified with AI.
•Files are renamed and stored in the correct OneDrive monthly folder.
•Data is added into the correct Excel table (EUR or CHF).
•Everything stays organized & ready for reimbursement review.

Impact:

A messy monthly task became a clean, reliable, hands-off workflow.

•~70% less manual admin time
•Fewer mistakes and missing receipts
•Consistent file naming + structured archive
•Faster workflows with less frustration

"We were spending a significant amount of time processing receipts and expenses manually. The automation now extracts the information, files the documents, and updates our records automatically, saving us hours of work every month. It has taken away one of the most repetitive administrative tasks in our firm and we are incredibly grateful to the Moniré team for delivering such a practical and effective solution."

Margaret Rikhof, Brooksmiller & Partners

ClientBrooksmiller & Partners AG

DateAugust 2025

IndustryExecutive Search