AI Automation
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
ClientBrooksmiller & Partners AG
DateAugust 2025
IndustryExecutive Search
CategoryAI Automation
Tools
OUTLOOKN8NONEDRIVEEXCELOCR + AI EXTRACTION