The extract bill with AI tool is a powerful sub-feature within Custom Costs. It allows you to upload common business invoices, such as Shopify bills or Amazon invoices, and use AI to automatically pull the data for you.
To ensure 100% accuracy, you have the opportunity to review and refine every detail before adding to your custom cost
How to use the extract bill with AI tool
Steps
From your main dashboard, click "Configurations" > "Custom Costs" in the left-hand navigation menu.
From the custom costs page, click the Extract Bill with AI button.
Drag and drop or select your file. We support PNG, JPEG, PDF, and CSV formats.
Click Extract Cost to let the AI process your document.
Once processed, a preview screen will appear. You must review the data and make any necessary edits before clicking Add to Custom Costs.
Editing & Refining Results
Before finalizing the upload, you can customize the following fields:
Delete Rows: Remove any irrelevant items the AI may have captured.
Fix Missing Dates: If a date is missing, you must fill it in. Note: You cannot save the bill until all date fields are complete.
Assign Categories: Ensure the cost is mapped to the correct cost category.
Adjust Amounts: Manually correct any currency or value errors.
Set Recurring Costs: Choose if the cost should repeat (Daily, Weekly, Monthly, or No Repeat).
Note on Transaction Fees: Some bills (like Shopify) may include transaction fees that are already synced to your dashboard via other integrations. To avoid duplicating your expenses, we recommend opening Transaction Fees in a new tab to check for overlaps. If a fee is already recorded, simply delete that row from the AI extraction screen.
