How to review AI results

After AI processing, expenses move to Needs review. This is your chance to verify supplier name, tax ID, amounts, and dates before confirming the expense. See how to upload a receipt or bill if you have not uploaded yet.

Open an expense for review

1. Select Expenses in the left navigation.
2. Use the status filter to show Needs review items — see how to filter expenses by status.
3. Open the expense you want to check.
4. Compare the uploaded document with the extracted fields.

Fix and confirm

1. Correct supplier details, invoice number, dates, or VAT amounts if the AI read them incorrectly — see how to fix an expense with missing data for common gaps.
2. Review VAT breakdown and line items when they are available.
3. Save your changes if you are not ready to confirm yet.
4. Select Confirm when the expense data is accurate.
5. Confirmed expenses move to reporting and export workflows.

If AI extraction fails

1. Expenses with a Failed status could not be processed automatically.
2. Open the expense and enter the details manually, or upload a clearer copy of the document.