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# How to automate the recording of your expenses with Plexflow AI

Thanks to **Plexflow AI**, it is now possible to automate the addition of your expenses from an invoice or a receipt. The assistant recognizes the supplier, the amount, and the taxes, and can even classify the expense under the right building.

### 🚀 Advantages of automation with Plexflow AI

Automating your expenses with Plexflow AI offers several concrete benefits:

#### 1️⃣ Considerable time savings

No more need to manually enter the amounts, taxes, or suppliers.
The assistant reads and fills in these fields automatically from the imported invoice.

#### 2️⃣ Fewer accounting errors

By automating data entry, you avoid typos, duplicates, and incorrect amounts.
Each expense is validated before it is created to guarantee the accuracy of the data.

#### 3️⃣ Intelligent classification

Thanks to the **@** mention, the expense is automatically associated with the right building or the right unit.
This simplifies management and the review of expense reports.

#### 4️⃣ Complete traceability

The original invoices are automatically linked to each expense, which makes later checks and audits easier.

#### 5️⃣ Smooth integration into your existing processes

No additional setup is required: Plexflow AI integrates naturally into your account and works with your existing categories and suppliers.

### 🧭 Step 1 – Open Plexflow AI in your account

Go to the [Plexflow](https://dashboard.plexflow.ca) platform and select **Plexflow AI**

This is the section where you can converse directly with the assistant.

### 📎 Step 2 – Import the invoice

Drag or import the invoice file into the conversation.

You can then specify which building the expense should be associated with by using the `@` mention (example: **@456 Rue de l’Ontario**).

![Importing an invoice into the Plexflow AI Chat](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-2_1hx1r2f.png)

### ✏️ Step 3 – Check and adjust the information

The assistant automatically extracts the invoice data: supplier, amount, taxes, payment method, and category.

You can add a **personalized note** (e.g. “Purchase of a lease”) or correct a piece of information before confirmation.

![Checking the extracted expense information](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-3-2_1gcy0k2.png)

### ✅ Step 4 – Confirm the creation of the expense

Once the information is validated, simply reply **“Yes”** to confirm.

Plexflow AI will then create the expense in your **Expenses** module with the attachment automatically linked.

![Confirming the creation of the expense](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/etape-4_1f3zxi2.png)

### 📊 Final result

Your expense now appears in the **Expenses** section of the corresponding property, including:

![Expense created in the property](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/final_10jry53.png)

![Expense with the linked attachment](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/final-2_9fulb.png)