The Challenge
Every expense claim starts with the same repetitive routine: find the email, open the attachment, copy the vendor name, copy the amount, copy the date, and type it all into Projectworks by hand. Multiply that by every receipt your team submits and it adds up to hours nobody wants to spend.
- Manually opening each email to locate receipts and invoices is slow and repetitive
- Copying vendor names, amounts, dates and reference numbers by hand introduces transcription errors
- Data entry consumes time that could go toward reviewing and approving claims instead
- The routine never gets faster, no matter how experienced the person doing it becomes
The Autohive Solution
The agent takes over the mechanical part of expense filing so your team can focus on decisions, not typing.
Automated Document Discovery
The agent finds receipts and invoices in your inbox without anyone needing to search for them manually.
Automated Field Extraction
Vendor name, date, amount, GST and reference number are lifted directly from the document, eliminating manual copying and the errors that come with it.
Automated Claim Creation
The extracted data is used to create the expense claim in Projectworks automatically, matched to the correct client, project and task.
Benefits
- Time reclaimed from data entry - Hours spent copying details into Projectworks are eliminated
- Fewer transcription errors - Automated extraction removes the risk of mistyped amounts or dates
- Higher-value focus - Your team shifts effort toward expense review and approval instead of manual entry
- Consistent process every time - Every claim goes through the same accurate extraction and filing steps
How It Works
- Agent scans for documents - It searches your inbox or accepts uploaded files
- Automatic extraction - Key fields are pulled from each receipt or invoice without manual input
- Claim filed and ready - The expense claim appears in Projectworks for your team to review and approve
Getting Started
- Sign up at app.autohive.com
- Connect your integration from the marketplace
- Configure your automation
- Deploy your agents
