Case study · AccountingIN PRODUCTION

Posting receipts to the books.

Automated receipt bookkeeping: photos and PDFs read by an AI agent, categorized by your chart of accounts, and posted to the accounting system — with a human check exactly where you want one.

The problem

Receipts arrived from the whole company in every form paper takes: phone photos, email PDFs, crumpled scans. Someone typed the vendor, date, amount, and VAT into the books by hand — and the category depended on who was typing that day. Month-end waited on a shoebox.

The solution

The automation watches the intake — a mailbox and a folder. An AI agent reads each receipt and extracts the vendor, date, amount, and VAT rate; the category is assigned from the chart of accounts and past postings, not from memory. Clean items post straight to the accounting system; anything the agent isn't sure about routes to the accountant for a one-click approval. Every step runs inside the company's Bailey — logged, access-controlled, traceable.

The result
  • Receipts posted without retyping — the intake empties itself
  • Categories consistent: the chart of accounts decides, not the typist
  • Month-end stops waiting on paper
  • Every posting traceable to its source receipt — the auditor's question is pre-answered
"The shoebox empties itself now."FROM THE PRODUCTION DEPLOYMENT