Campaign assetsCheck the extracted vendor, date and amount against the original receipt before saving.
Recorded$440
Needs review$160
Total shown$600
Expense managementOverviewMy workspace
MONEY / Expense management
Project expenses
Example workspace
Expense managementDetails
Campaign assets
Receipt attached · Planet Express
Vendor
Orbit Creative
Amount
$320
Include in P&L
Yes
Check the extracted vendor, date and amount against the original receipt before saving.
Upload a receipt image or PDF, review the extracted details and connect the cost to its project.Interactive illustration of BOSS*
Expense management in your working day
Less hunting for receipts at the end of the month.
Upload an image or PDF and let the import assist with the details, or enter the expense yourself. Review the result, add the right context and keep the source close by.
01
Start with the receipt
Use AI-assisted extraction from receipt images and PDFs, then check the details.
02
Keep manual entry available
Add an expense directly when that is the simplest way to record it.
03
Connect the cost
Associate spending with a project and choose whether to include it in P&L reporting.
Your AI agents, connected to BOSS*
Ask about the spending behind a project.
Ask a supported agent to explain what needs attention, compare the available records or help with the next step. Access and supported actions follow your connection and permissions.
Try a conversation
Useful records, brought into the same question.
Access follows your role and permissions.
… and other compatible AI agents
ClaudeBOSS* connected
Expense management / Example conversation
You ask: Compare the expenses shown for Planet Express and MomCorp. Flag anything still needing review.
Planet Express has $440 recorded; MomCorp has $160 awaiting review.Comparison from the example records
Planet Express
440
MomCorp
160
Review project spending
Project
Amount
Status
Planet Express
$440
Recorded
MomCorp
$160
Needs review
Confirm the travel receipt before including it in a finalized review.
Illustrative answer from the records shown.
ClaudeBOSS* connected
Expense management / Example conversation
You ask: What should I verify before saving the extracted $320 campaign-assets expense?
Compare the proposed record with the receipt.
Check the receipt
Field
What to check
Vendor
Orbit Creative
Amount
$320 including the appropriate tax treatment
Project
Planet Express
The receipt is the source. Correct any extraction errors before saving.
Illustrative answer from the records shown.
ClaudeBOSS* connected
Expense management / Example conversation
You ask: Prepare a short note about the $440 recorded cost on the website launch.
The recorded expenses cover hosting and campaign assets.
Explain a cost
Expense
Amount
Hosting
$120
Campaign assets
$320
Draft: We have recorded $440 in project expenses so far. Review these alongside the time cost when checking the budget.
Illustrative answer from the records shown.
Illustrative conversations. Available records, actions and response formats depend on your AI client, connection and permissions.
Part of one business workspace
Keep the next part of the work connected.
Move from the detail you are reviewing to the people, projects and records around it.
“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform.”
Yes. Aqtos BOSS* supports AI-assisted expense entry from receipt images and PDFs. Check the extracted details against the original receipt before using the record.
Can I enter an expense without uploading a receipt?
Manual expense entry is available. Use it to record expense details when manual entry is the right fit for your workflow.
Can expenses be associated with projects?
Yes. Expenses can be associated with projects, helping your team understand the spending connected to a particular piece of work.
Can I control whether an expense appears in P&L?
The expense workflow includes a choice about whether to include an expense in profit-and-loss reporting. Use the setting consistently with your finance review process.
Planet Express
MomCorp
ClaudeBOSS* connected