Finance · Dashboard
A finance tracker that reads the slips for you
Built for an estate: income and expenses in one live dashboard. AI reads the receipts and invoices, files each line under the right category and writes a plain-language note on anything unusual.
The problem
Slips and invoices were collected by hand and typed into spreadsheets at month end. By the time the numbers were ready, they were weeks old, and duplicates or unusual spend were found late, if at all.
What I built
- Slips and invoices captured by AI, not typed
- Spend by category, month and supplier, always current
- Anomalies and duplicate invoices flagged before they are paid
- A plain-language AI note on what changed each month
The dashboard on the home page shows sample percentages; the client's own figures stay private.
How it works
Capture
A slip is photographed or an invoice is emailed.
Read
AI reads the supplier, date, amount and VAT.
File
The line is categorised and added to the dashboard.
Flag
Duplicates and unusual spend are held for approval.
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