Receipts forwarded to a shared inbox pile up until month end. An Orkeste agent reads the receipt emails, takes the merchant, the date and the amount from the email text, assigns one of your expense categories and logs each one in Airtable. Finance approves the entries.
The problem
Someone spends the last day of the month opening receipt emails and typing amounts into a table.
How the workflow runs
Runs: Every day.
Read the receipts: The agent reads recent emails in the receipts inbox, in Gmail or Outlook.
Extract: It takes the merchant, the date, the amount and the currency from the email text.
Categorise: It assigns one of the categories in its briefing and explains its choice when unsure.
Approve: Each entry waits in Validations for finance.
Log in Airtable: Approved entries are added to your expenses table.
List the rest: Receipts that exist only as an attached PDF or photo are listed for a person to enter.
Entries reach the expenses table only after finance approves them.
Who does what
Receipt clerk: Reads, categorises and logs receipts.
Finance (human): Approves the entries.
What this workflow does not do
Reads the text of the email, not attached PDFs or photos.
Logs to Airtable; it does not connect to accounting software.
Not today. Agents read the email text, which covers most online purchases and subscriptions. Receipts that are only an attached PDF or photo are listed for a person.
Can it push the entries to our accounting software?
No. There is no accounting connector today. Export the Airtable table to your accounting tool.
Can it use our own categories?
Yes. Put your categories in the briefing and the agent assigns one per receipt.