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QuickStart Guide

Manage Your Expense Reports in Seconds

No more manual entry or lost receipts – QuickAIReports does it all for you.​

How It Works

Streamline Your Reporting

QuickAIReports automates your expense reporting, saving you time and hassle. Forget about manually inputting data or chasing receipts – our system handles it all, no matter where you're located or what language your statements are in.

How Does It Work?

STEP 1

Upload Your Bank Statements to Dropbox

Whether you have PDFs or CSV files, QuickAIReports supports them all. Simply upload your bank statements, and our system works with statements from any country, in any language. No matter how your financial data is presented, QuickAIReports ensures it’s processed quickly and efficiently.

STEP 2

Tell the AI What You Need

You define how QuickAIReports manages your expenses by giving precise instructions to the AI. For example, you can request an expense report for a specific trip, like a 3-day business trip to Louisiana. You’ll guide the AI with details such as dates, locations, and report preferences, making the process fully tailored to your needs. Our Quickstart GPT Guide ensures setup is a breeze, helping you train the AI to handle your unique requirements.

STEP 3

AI Syncs, Organizes, and Prepares Reports

QuickAIReports automatically processes your bank statements, categorizes expenses, and generates accurate, organized reports without any manual input. Your expenses are ready for review and fully traceable. For users like CEOs who may need physical receipts, simply tell the AI, and it will retrieve the necessary documents from your email, Amazon account, or other sources, ensuring everything is accounted for.​

Innovative

Transform How You Handle Expenses

Experience seamless automation with AI-driven benefits.

No Manual Data Entry

QuickAIReports imports and processes your data from Dropbox, so you don’t have to.

No Paper Receipts Needed

Track expenses through bank statements and online vendors like Amazon or Apple.

Complete Transparency

Your reports are fully traceable and compliant with company policies.

Efficiency

Smart, Secure, and Simple: All in One Solution

Smarter Expense Auditing

QuickAIReports is designed to make auditing and managing expenses smarter and more efficient. Our AI automatically audits your expenses, checking for duplicates, policy violations, and patterns that could lead to errors. By reducing manual work and improving compliance, QuickAIReports helps you stay ahead without the hassle.

Reduce Errors and Save Time

Our intelligent system catches mistakes before they happen, ensuring your reports are accurate and free from discrepancies. Let the AI handle the tedious tasks, so you can focus on more important matters.

Complete Security and Compliance

Built with security and compliance in mind, QuickAIReports gives auditors full visibility and control. Each report is fully transparent and traceable, so you can trust that your data is secure and compliant with company policies.

Full Visibility and Control

Auditors can easily review reports with full transparency, making the approval process smooth and error-free. Your data is always safe, reliable, and within compliance standards.

Ready to Simplify Your Expense Reporting?

Need help getting started? QuickStart Guide

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