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 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).

✏️ 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.

✅ 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.

📊 Final result

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

Updated on: 13/11/2026