AI Assistant: : AI Canadian Province Identifier

As part of Smart AI, we’ve launched an assistant that automatically detects the Canadian province listed on an invoice. 

This feature works quietly in the background, scanning the content of each expense document and displaying its findings in the AI Province Canada column:

If a province is not detected, the field will simply remain empty. 

You can monitor the progress of this analysis through the Running Jobs report. These insights are designed to support your review process and do not modify any actual expense records. They are visible only in the Manage Expenses table for your reference.

AI Meal Detection Assistant

Our Smart AI suite also includes a tool that helps identify whether an expense document contains food or meal-related purchases. This assistant analyzes invoice content and shows its results in the AI Potential Meal column:

As with the province identifier, this detection runs in the background, and any insights are displayed solely in the Manage Expenses table. The original expense data remains unchanged. You can keep track of detection activity using the Running Jobs report.

AI Assistant: Identify Potential Invoice or Receipt

Under Smart AI, the "Identify Potential Invoice or Receipt" assistant automatically analyzes each uploaded document to determine whether it is an invoice or another type of document (e.g., boarding pass, itinerary, or miscellaneous receipt).

The assistant returns either "Invoice" or "Other", and its response is displayed in the AI Potential Invoice field within the Manage Expenses table. This insight helps streamline your review process by allowing you to quickly filter and prioritize valid invoices for VAT recovery or compliance checks.

Please note: this AI insight is for reference only. It does not alter the original expense data and is visible only within the Manage Expenses interface.

AI Assistant: Identify Employee Names

To enable the Smart AI Assistant for extracting employee names from documents, administrator approval is required due to the sensitive nature of the data involved. This feature uses OCR to process document content and identify personal information such as employee names.

AI Assistant: Identify Native PDF Documents

This Smart AI assistant determines whether an attached expense document is a native (digitally created) PDF or a scanned document/image. It analyzes the document structure and metadata to make this distinction.

The result will be recorded in the AI Potential Native PDF field within the Manage Expenses table, showing either “Native PDF” or “Other” based on the findings.

AI Assistant: Identify Potential AI-Generated Invoice

This Smart AI assistant detects whether an uploaded expense document may have been generated using AI tools. Each document is analyzed for indicators of AI generation and classified into one of three categories: Low AI risk, Potential AI risk, or High AI risk.

The result is displayed in the AI Potential GenAI Invoice field in the Expenses Table.

Processing time may vary based on the number of expenses selected. You can track progress in the Running Jobs report. Once completed, you can filter by AI risk level to prioritize documents that may require closer review.

AI Assistant: Identify Multiple Meal Attendees

The AI Assistant automatically reviews meal receipts to detect indicators of multiple attendees:

If such signs are found, it tags the expense with "Pot. Multiple Attendees" in the AI Potential Multiple Attendees field within the Expenses Table. If no indicators are present, the field will display a dash ("-"). This helps streamline compliance checks and audit readiness:

Processing time may vary based on the number of expenses selected. You can track progress in the Running Jobs report. Once completed, you can filter by AI risk level to prioritize documents that may require closer review.

AI Assistant: Identify Gifts/Entertainment

The AI Assistant scans receipts to detect potential gift or entertainment expenses:

When such indicators are present, it flags the entry with "Pot. Gift/Entertainment" in the AI Potential Gift Entertainment field of the Expenses Table. If no signs are found, the field will display a dash ("-"). This helps ensure accurate categorization and supports policy compliance.

Processing time may vary based on the number of expenses selected. You can track progress in the Running Jobs report. Once completed, you can filter by AI risk level to prioritize documents that may require closer review.

AI Assistant: Identify Service Tips

The AI Assistant automatically analyzes receipts to identify potential service tips:

When detected, it marks the entry with "Pot. Service Tip" in the AI Potential Service Tips field of the Expenses Table. If no tip-related indicators are found, the field will show a dash ("-"). This helps ensure accurate expense classification and supports compliance with tipping policies:

Processing time may vary based on the number of expenses selected. You can track progress in the Running Jobs report. Once completed, you can filter by AI risk level to prioritize documents that may require closer review.