About Expense Badger
Expense Badger is a service that extracts information from expense
invoices and receipts and creates an Excel file with the extracted
data. It also renames the files to a format that is suitable for
accounting software.
Whether you do your own accounting and bookkeeping or if you outsource
it to a professional accountant, it's good practice to organize your
expense documents beforehand to allow for fast matching to your bank
statements. Keep a simple spreadsheet file to tally up your expenses.
It's also much easier in my experience to find that one invoice from
years ago that you're looking for if the invoice file name has the
company name in it.
👎inv_32498243.pdf
is not very helpful.
👍inv_32498243_2021-02-14_Joe_Computer_Hardware.pdf
is much better.
How are files renamed?
By default the files are renamed to the following format:
"Date Currency Amount Vendor InvoiceNr - Original Filename".
You can provide a
Liquid
string to specify how you want your files renamed. The following
values in curly braces will be replaced by data extracted from the
invoice. Other text will be left as is.
{{ Date }} - the invoice date
{{ Date | date: \"%Y-%m-%d\" }} - the invoice date formatted as YYYY-MM-DD
{{ Date | date: \"%d.%m.%y\" }} - the invoice date formatted as DD.MM.YY
{{ Currency }} - the currency (e.g. USD, EUR)
{{ CurrencySymbol }} - the currency symbol (if available, e.g. $, €)
{{ TotalAmount | format_number: \"0.00\" }} - the total amount formatted with 2 decimal points
{{ VendorName }} - the name of the vendor or company
{{ InvoiceNr }} - the invoice number
{{ OriginalFilename }} - the original file name
{{ OriginalFileExtension }} - the original file ending
{{ TotalAmountConfidence }} - the confidence if the total amount was recognized correctly (decimal number from 0 to 1)
{{ InvoiceNrConfidence }} - the confidence if the invoice number was recognized correctly (decimal number from 0 to 1)
{{ VendorNameConfidence }} - the confidence if the vendor name was recognized correctly (decimal number from 0 to 1)
For example our default format is:
{{ Date | date: \"%Y-%m-%d\" }} {{Currency}} {{ TotalAmount | format_number: \"0.00\" }} {{VendorName}} {{InvoiceNr}} - {{OriginalFilename}}
If you do not add the original file extension or original file name
to the end of the file then the file extension is added
automatically.
What's in the Excel file?
The Excel spreadsheet will contain columns for:
- Invoice Date
- Vendor Name
- Invoice Nr
- Currency
- Total Amount
- Filename after renaming
- Original Filename
- Confidence (in percent) of how sure the AI is that the Vendor was recognized correctly
- Confidence (in percent) of how sure the AI is that the Invoice Nr was recognized correctly
- Confidence (in percent) of how sure the AI is that the total amount was recognized correctly
Product Refunds & Quality of Service
We incur costs for every document we process, regardless of
extraction success, so all purchases are final and refunds are not
available. We do not guarantee a successful extraction of data from
invoice documents you provide. We do not guarantee that the
extracted data is correct or complete. We will indicate the
confidence of the extraction in the output file. The processing is
done on a best-effort principle using the state-of-the-art
recognition services. We recommend you test the service for free
with a number of test files before purchasing credits or a
subscription.
Your Data and Privacy
You can read our
full privacy policy here, but here's a summary:
-
You documents are uploaded and processed in Microsoft's European
datacenters and by Microsoft AI services (in Europe) and never
leaves the EU or is shared with any other third parties.
-
We delete your documents after 7 days completely from our servers.
-
Your email is only stored while we process your documents. It is
deleted immediately after sending the email. We do not send any
marketing emails.
-
We store the domain part of your email address to provide a
limited free service and counteract abuse.
-
Payment information is handled and stored securely by our payment
provider Paddle LLC.
-
We use a privacy first analytics service without any individual
tracking or cookies.
Image Credits
File Drop by Dairy Free Design from
Noun Project
(CC BY 3.0)
