PERSO SMART EXPENSE
AI-EMS — AI-Powered Invoice, Receipt & Expense Automation
Upload the receipt; let AI classify the expense.
PERSO SMART EXPENSE reads paper and digital receipts/invoices, extracts core data such as amount, date and supplier, classifies the expense by category and creates the document-linked expense record. Teams verify instead of typing; management reports expense categories.
Positioning: PERSO SMART EXPENSE (AI-EMS) is offered as a separate product and is part of the PERSO ecosystem; it does not replace PERSO FINANCE, it focuses on expense-document automation.
What is PERSO SMART EXPENSE?
PERSO SMART EXPENSE (AI-EMS) is the PERSO ecosystem’s expense automation product that reads invoices and receipts, extracts the core data and classifies the expense with AI. The expense record is linked to the digital document; it offers expense reporting, category visibility and AI-assisted processing help. Upload the receipt; let AI classify the expense.
Current capabilities
PERSO SMART EXPENSE
Document Reading
- Invoice and receipt reading
- Core data extraction (amount, date, supplier)
- Digital document archive
Classification
- AI-assisted expense classification
- Expense record and document link
- AI-assisted processing help
Reporting
- Expense reporting
- Category visibility
- Periodic expense summary
Planned / roadmap
PlannedThe items below are planned capabilities; they are not offered as part of the product today.
- Accounting account suggestion
- VAT and tax checks
- Duplicate document detection
- Out-of-policy spend detection
- Supplier trend analysis
- Cash and expense forecasting
- AI CFO assistant
Who is it for?
- Finance and bookkeeping teams
- Field and branch teams (receipt upload)
- SMEs and multi-branch businesses
- Businesses working with an external accountant
Typical workflows
- 1Receipt upload → OCR → data extraction
- 2AI classification → verification → expense record
- 3Document-linked record → category report
- 4Period end → expense summary
Web / Mobile
This product is offered in the web application today; it has no mobile screen.
Platform connection
PERSO SMART EXPENSE is a separate product and part of the PERSO ecosystem. Record transfer to PERSO FINANCE is assessed on the roadmap; no automatic integration is claimed today.
Security and access model
Uploader, verifier and reporter roles are separated; documents and expense records are tracked with who and when; access to documents containing personal data is restricted.
PERSO One Platform
PERSO products used together
“Used together” means a shared platform, shared users and shared master data; automatic data transfer exists only where it is explicitly stated.
PERSO FINANCE
Finance & Bookkeeping Management
Accounts, receivables and payables, invoices and e-documents, collections and payments, cash and bank, cheques/notes, advances and expenses, approvals.
Explore the productPERSO FINANCE manages accounts, invoices, collections/payments and reconciliation; SMART EXPENSE focuses on document reading and classification. There is no automatic posting today.
PERSO PROCUREMENT
Procurement & Supply Management
Requests, suppliers, RFQs, quote comparison, approvals, orders and goods receipt, with a supplier portal.
Explore the productMatching supplier invoices to purchase orders is a target scenario; there is no automatic link today.
PERSO SMART EXPENSE