The Silent Partner That Handles Your Repetitive Work
Automations have always been about saving time. In SparkReceipt, you already know the power of recurring expenses and income, or the convenience of automatically assigning categories and tags. Those features cut down on repetitive work and bring consistency to your books.
Now, we are taking automation further. Introducing AI Automations, available exclusively for SparkReceipt Elite users. This is not just about repeating patterns. This is about teaching SparkReceipt to work the way you want it to.
What Makes AI Automations Different?
Traditional automations run on fixed rules. They are perfect for:
- Scheduling recurring expenses such as rent or subscriptions.
- Automatically tagging or categorizing known vendors like Starbucks or Airbnb.
AI Automations open the door to flexibility. Instead of rigid “if this, then that” rules, you write your own freeform instructions, and SparkReceipt’s AI interprets them.
For example, you can tell it:
- “Any invoice mentioning AWS should be categorized as Software and Hosting.”
- “Whenever Uber appears in a receipt, tag it as Transport and assign the Visa card.”
- “If a document looks like a consulting invoice, suggest Professional Services as the category and add the tag Client A.”
You define the behavior in natural language. The AI handles the interpretation.
Why This Matters
Fixed rules are useful, but they can only cover predictable, repeatable patterns. Businesses are not always that tidy.
AI Automations let you:
- Handle edge cases that static rules cannot cover.
- Apply multiple conditions in a single instruction, without complex setup.
- Adjust quickly as vendors, services, or workflows change.
- Cut down manual checks by letting AI interpret the nuances of your documents.
It is the difference between a tool that follows orders and an assistant that understands them.
Real-World Examples
Here is how Elite users can put AI Automations to work:
- A freelancer writes: “Any invoice from Fiverr should be tagged as Contractor Expense with category Professional Services.”
- A business owner sets: “If the vendor is Airbnb, assign Travel as the category, add the tag Conference, and use payment method Mastercard.”
- A consultant uses: “When a receipt includes the word Train, categorize it under Transport and tag it as Client Visit.”
Instead of setting up multiple individual rules, you simply write what you need once.
How to Create an AI Automation
- Go to Account Settings > Automations.
- Select AI Automation.
- Write your instruction in plain language.
- Save it. SparkReceipt will follow your guidance the next time a matching document appears.
It is as easy as writing a note to yourself, except this note turns into an automation that saves you hours. If you need a refresher on how to use automations, please see our knowledge base article.
Ready to Automate Smarter?
If you are already Elite, head to your Automations tab and try writing your first AI Automation rule today.
If not, this is your reason to upgrade. Because when SparkReceipt not only follows instructions but understands them, accounting stops being a chore and starts being a system that works for you.
AI Automations: Write it once, let SparkReceipt handle it forever.
