AI Agents for expenses, fixing a nightmare of restaurant receipts

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In the last years, we’ve built a few *expenses* Agents...
This nightmare of pictures to collect, reconcile... well, here are my insights
1️⃣ The problem is not matching, it’s the exceptions
95% of transactions? Clean, almost a happy process...
The real art... the remaining 5%... duplicates, receipts that don’t match the amount, wrong payment method, bad photographs... 🗑️
A well-built agent matters... triggering the right action.
2️⃣ What people loved the most:
💬 Whatsapp nudges
ℹ️ Pre-filled data
👁️ OCR that actually works (not luxury, just the right model)
👆 1-click approvals
3️⃣ Another determining element of a good agent
🧠 business logic
🧾 knowldge about the sources
💯 confidence of behavior
👮 override history
🔢 The forgotten element.. reconciliation nightmare?
€100... $107 on card reported as $110 😁 I was rounding more than this on my car expenses before... Now I realized finance team multiply that across thousands of transactions... and have to explain why 10.000 difference at the end of the month.
🌐 Systems omniscience
No one reaches the point where all is simple and in one place. They might sell you the idea, but you will always need a pair of hands, human or Agentic... or both to manage at scale. That's why we tailor to your bank, ERP or T&E system.
Curious, what has been you biggest expense challenge this year?
In the meantime, I will go back to prepare the proposal for the next Expense Agent (#latenight)
Have a great evening,
Alexis
P.S. for the one who wanna zoom, it's mostly Asian restaurants and boating equipment, don't bother 👀
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Originally posted on LinkedIn: https://www.linkedin.com/posts/alexischevallot_latenight-activity-7452415268531687424-vNRO
Also published in the Capto newsletter on Substack


