Ai Expense Claim

AI-powered expense claim processing for Frappe/ERPNext. Automatically extracts expense details from receipts and bills using OpenAI

Install Ai Expense Claim

bench get-app https://github.com/manavmandli/ai_expense_claim

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About Ai Expense Claim

AI Expense Claim

AI-powered expense claim processing for Frappe/ERPNext. Automatically extracts expense details from receipts and bills using OpenAI.

Demo Video

https://github.com/user-attachments/assets/e6fe0cf7-9f9a-45c9-836d-a50048c627b1

Features

  • 🤖 AI-Powered Extraction - Automatically extract date, amount, category, and description from bills
  • 📸 Multi-Format Support - PDF, JPG, PNG, WEBP
  • 🔄 Batch Processing - Upload and process multiple receipts at once
  • 🎯 Smart Grouping - Automatically groups expenses by type and merges attachments
  • ✅ Quality Control - Confidence scoring rejects low-quality images
  • 🔒 Secure - API keys encrypted in database

Quick Start

Installation

bench get-app https://github.com/yourusername/ai_expense_claim
bench --site your-site install-app ai_expense_claim

Configuration

  1. Go to AI Expense Settings
  2. Add your OpenAI API Key
  3. Select model (default: gpt-4o)

Usage

  1. Open an Expense Claim
  2. Click → Upload & Process AI Based Bills
  3. Upload receipts (drag & drop or click)
  4. Click Process with AI
  5. Review and apply extracted expenses

How It Works

  1. Upload - Drop receipt images or PDFs
  2. Process - AI extracts expense details in parallel
  3. Group - Same expense types are automatically grouped
  4. Merge - Multiple receipts merged into single PDF per group
  5. Review - Check and edit before applying to expense claim
  6. Apply - Selected expenses added to your claim

Supported Categories

Food • Travel • Accommodation • Fuel • Medical • Communication • Other

API Methods

  • prepare_grouped_expenses - Process and group bills (main method)
  • process_bills - Extract data from individual files
  • merge_files_for_group - Merge multiple receipts into PDF
  • link_files_to_claim - Attach files to expense claim

License

MIT

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