In developmentOur own product
A receipt-to-expense agent for monday.com, with a person checking every row
This agent is being built so that you attach a receipt to an item, ask monday.com's built-in assistant to log it, and the agent does the typing. When finished, Claude will read the vendor, amount, currency, date and category and give each one its own confidence score, and the agent will add a Pending Review row to an expense board with the receipt attached. It's our own product. So far only its shared core package and tests are built.
AIAgenticBuilder.ca builds receipt-logging agents like this for monday.com teams at Canadian field-service, engineering and construction firms, as a custom AI agent from $995.
- What it is
- Our own product, being built to run as an app inside monday.com
- Status
- In development Shared core package and tests built; the app itself is not
- Will start from
- A receipt attached to a board item, and a request to monday.com's Sidekick assistant
- Will read
- Vendor, amount, currency, date, category, each with its own confidence score
- Will write
- A Pending Review row on an expense board, receipt attached. It is designed to set that board up itself.
- AI
- Claude (Anthropic), held to a fixed output schema
- Tools
- Node.js, the monday.com API, Claude, Cloudflare Workers, the Node.js test runner
Before
Who types up your crews' receipts?
Field work runs on small purchases: fuel, parts, a meal on a long site day. If those receipts end up as photos attached to job items, somebody in the office later opens each one and types the vendor, the amount, the date and a category into an expense list.
It's slow, a digit is easy to get wrong, and a receipt nobody types up is easy to lose track of. Reading a receipt is the kind of messy job where AI helps, as long as a person still checks the result. That is the whole design.
How it works
How will a receipt become a monday.com expense, once it's finished?
This is the design it is being built to. None of these steps run as an app yet.
- attach
The receipt is on the item
Someone will attach the receipt to an item on your board, the way they would today.
- ask
Ask the assistant
From inside monday.com, you'll ask the Sidekick assistant to log that receipt.
- fetch
The agent will fetch the file
Our tool will receive the request, check that it's genuine (incoming requests are to be authenticated), and download the receipt from the item.
- read
Claude will read five fields
Vendor, amount, currency, date and category, extracted into a fixed schema so the output always has the same shape. Each field will carry a confidence score.
- write
A Pending Review row will appear
The agent will create a row on the expense board with the status Pending Review and the receipt attached. If there's no expense board yet, it will create one.
- review
A person checks it
Someone will compare the row with the receipt. The confidence scores will show which fields deserve a second look.
Mock mode: the design includes a mode that runs with no credentials at all, so the flow can be demonstrated and tested without touching anyone's account.
Status
What's built, and what isn't?
In development Our own product
Built and tested
- The shared core package the app is built on
- More than 50 passing automated tests on that package
- No runtime dependencies in it
The first two build phases are done. Everything else described on this page is still being built.
Not built yet
- The app's own request handler
- The screen you would see inside monday.com
- Submission to monday.com's app marketplace
So you can't install it today. The pattern can still be built for your board as a custom agent (below).
What the agent won't do
- Approve, pay or reimburse anything. Every row will start as Pending Review.
- Post to your accounting system.
- Hide doubt. Each field will show how sure the model is.
Where the receipt goes
When finished, the receipt will be read by Claude, Anthropic's AI model, and the app is being built to run on Cloudflare Workers. If your receipts can't leave Canada, say so on the call; before anything is built, we'll show you where each step runs and what that changes. Designed with PIPEDA and Quebec Law 25 in mind.
For your firm
Can we have receipt logging on our monday.com board now?
Yes, as a custom agent built for your board. The same pattern: receipts in, Pending Review expenses out, a person approving.
What it would connect to
- monday.com: the board where receipts get attached, and the board where expenses should land
- AI: Claude, reading each receipt into the same five fields
- Your review step: whoever approves expenses today
What we'd ask you for
- A handful of sample receipts, with anything personal blacked out
- Your expense categories
- Who reviews and approves
A custom AI agent, from $995
Fixed in writing after a free prototype on your sample receipts and a test board, working within 5 business days. Typically live in about 2 weeks after you approve the price. Normal AI model use is covered by the $99 monthly support; heavy use above that is billed at cost.
Questions
Questions about receipts and monday.com
Does the agent approve expenses?
No. When finished, every row it creates will start as Pending Review. A person checks it against the attached receipt and decides what happens next.
What if it misreads the amount on a receipt?
When finished, each of the five fields will come with its own confidence score, and nothing will skip review, so a misread amount gets caught by the person comparing the row with the receipt image attached to it.
Can I install it from the monday.com app marketplace?
Not yet. It is in development and has not been submitted. If you need receipt logging on your board now, we can build the same pattern for you as a custom agent.
Which AI model reads the receipts?
Claude, from Anthropic. It is held to a fixed output schema, so it returns the same five fields in the same shape every time, each with a confidence score.
Other monday.com builds
Your next step
Where do your crews' receipts end up today?
Book a free 30-minute call and bring a few sample receipts. We'll show you them turning into Pending Review expenses on a test board in 5 business days, free.