Capture
Send a PDF or image of a receipt from WhatsApp, or upload it here.
AI Finance Operations
Turn WhatsApp receipts into searchable invoice intelligence.
Capture receipts directly from WhatsApp, let the agent extract merchant, totals, and line items, then ask spend questions in plain language — all from one workspace.
How it works
Four stages, fully automated end to end.
Extract
The agent extracts merchant, totals, taxes, and individual line items.
Store
Original file goes to Supabase Storage; structured data lands in Postgres with embeddings.
Ask
Ask spend questions in plain English — answered with SQL plus semantic search.
At a glance
Live state for the active user.
User receipts
0
Invoices captured for the active user
Line items
0
Items extracted from receipts
Last intent
None
Most recent classified user intent
System
Checking
Storage ready
Get started
Pick a quick action or jump to chat.
Conversation simulator
Send messages or upload receipts as a WhatsApp user.
Your invoices
0
For the active user
Your line items
0
Across all your invoices
Workspace invoices
0
Across all users
Embedded items
0/0
Items with vector embeddings
Generated invoices
0
Created from chat or web
Generated value
$0
Total outgoing invoice value
Capture or query
Receipts are persisted in Supabase Storage and indexed in Postgres + pgvector. Use chat to add new ones or run searches.
Saved history
Review pending uploads, saved receipts, and generated invoices for the linked user.
No receipt uploads or invoices for this user yet.
Generated invoices
Outgoing invoices created from WhatsApp or the website are saved under the active user and available here.
No generated invoices yet. Ask the chat to create one for a client.
Workflow steps
Processing stages that handled the most recent message. Click a step for logs.
Waiting for input…
Current intent
Classifier output for the last user turn.
Intent
None
Token usage
Last LLM call.
Input
0
Output
0
Total
0
Active user context
Identity used for the current conversation.
- User ID
- 0
- WhatsApp number
- Not linked
Account
Your signed-in phone number is used as the WhatsApp account for uploads, analytics, and chat.
To change this number, update and verify the phone number on your sign-in account.
Vector embeddings
Manage pgvector embeddings for semantic search over items and invoices.
- pgvector
- Unknown
- Embeddings
- 0/0
Database status
Postgres health and user-scoped counts.
Total invoices
0
Total items
0
DB size
—
Tables size
—
User invoices
0
User items
0
- PostgreSQL
- —