The AI-native expense management system will be designed to automate the tracking, submission, and analysis of expenses using an intelligent AI agent. This agent will be capable of understanding and processing natural language inputs, allowing users to submit expenses through a chat interface. The system will support generative AI techniques using Retrieval-Augmented Generation (RAG) to provide insights and search through past expenses effectively. It will also leverage vector embeddings to store and query expense-related data, ensuring efficient and accurate information retrieval. The system will track expenses per tenant, making tenant_id a key field in every schema. The AI agent will process receipts, categorize expenses, flag anomalies, and generate expense reports. It also provides analytics and insights on spending patterns, helping users make informed financial decisions.
Tracks individual expenses submitted by users.
Stores receipt images and links them to expenses.
Aggregates expenses into reports for review and approval.
Links expenses to expense reports.
Stores user preferences for personalized AI responses.
Stores analytical data and insights generated by the AI.
The AI-native expense management system will be designed to automate the tracking, submission, and analysis of expenses using an intelligent AI agent. This agent will be capable of understanding and processing natural language inputs, allowing users to submit expenses through a chat interface. The system will support generative AI techniques using Retrieval-Augmented Generation (RAG) to provide insights and search through past expenses effectively. It will also leverage vector embeddings to store and query expense-related data, ensuring efficient and accurate information retrieval. The system will track expenses per tenant, making tenant_id a key field in every schema. The AI agent will process receipts, categorize expenses, flag anomalies, and generate expense reports. It also provides analytics and insights on spending patterns, helping users make informed financial decisions.
Tracks individual expenses submitted by users.
Stores receipt images and links them to expenses.
Aggregates expenses into reports for review and approval.
Links expenses to expense reports.
Stores user preferences for personalized AI responses.
Stores analytical data and insights generated by the AI.