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Expense Reports

Extract data from receipt PDFs and compile a structured expense report.

What it does

Given a batch of receipt documents (PDFs), this method:

  1. Extracts pages from each PDF using document extraction
  2. Analyzes each receipt with vision AI to extract vendor, date, amount, currency, category, and payment method
  3. Compiles everything into a structured expense report with line items, category breakdowns, totals by currency, and flagged items

Input

Variable Type Description
receipts Document[] List of receipt PDF files

Output

An ExpenseReport with:

  • Report title and date
  • Total expenses and receipt count
  • Line items (one per receipt) with vendor, date, amount, currency, category
  • Category breakdown with subtotals
  • Notes flagging mixed currencies, large expenses, or anomalies

Usage

# Install
mthds install github.com/RobinPipelex/expense-reports

# Prepare inputs
mthds inputs

# Run
mthds run pipe .

Pipes

Pipe Type Description
build_expense_report PipeSequence Main orchestrator
process_receipt PipeSequence Per-receipt: extract + analyze
extract_pages PipeExtract PDF to pages
analyze_receipt PipeLLM Pages to structured ReceiptData
compile_report PipeLLM All receipts to ExpenseReport

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Extract data from receipt PDFs and compile a structured expense report

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