Triage Frais
Optimization of the expense notes classification process.
Problem
An SMB needs to record its expense receipts for the year. 700+ receipts. The CRM in use is Odoo. It offers a “Document Digitization” feature but it requires credits on top of the subscription (€100 for 700 documents). Beyond the cost:
- Every receipt has to be reviewed to make sure the scan didn’t get it wrong. The workflow is very time-consuming in Odoo’s UI (click the attachment on the receipt → opens in a new tab → back and forth to confirm the data).
- Receipts have to be added manually to the expense report.
Proposed solution
A tool that scans the receipts, displays the original file next to the extracted data, automatically links each receipt to a report based on the folder it sits in, and lets you create receipts and reports in one click. Everything runs locally. No paid APIs. Works offline.
Results
Less than half a day to verify and validate the receipts and create the reports, versus +3 full days last year (80%+ time savings).
Limitations
Modular architecture to support other CRMs, but currently only Odoo is supported.
Built for a specific workflow.