AI in Capture Expense

Ask James

Capture Expense has a licensed AI feature that lets you

Query expense data in natural language

Display results in tables or charts

View and use popular prompts

Ask questions on how to use the system

Smart categories

Capture Expense uses AI to automatically assign categories when a receipt is uploaded or a card transaction is processed. Where no existing merchant mapping exists, AI matching steps in and assigns the most appropriate category, indicated by a sparkle icon ✨ on the claim.