The Smarter Way to Command Your Financial Data
Managing receipts, invoices, and financial documents often feels like a scavenger hunt. Did you remember to tag that Q2 expense? Did you capture who attended that client dinner? Is your rent invoice sitting in “draft” or “reviewed” status?
That is where SparkAgent comes in. Available exclusively to SparkReceipt Elite users, SparkAgent is your AI accounting agent: an intelligent assistant that lets you search, summarize, and update your documents with a single prompt.
How SparkAgent Works
SparkAgent listens to natural language prompts. You ask, it acts. Effective prompts usually contain two things:
Search terms or filters – to find the right set of documents.
The action you want to perform – like tagging, updating, or summarizing.
Examples:
- “Find all June expenses and tag them as Vacation.”
- “Find all restaurant expenses without a description.”
- “Find large expenses.”
- “Find anomalies in Q2 documents.”
It’s accounting in plain English (or whichever language you think in).
Searching and Discovering Documents
Need to find something buried deep in your account? SparkAgent can handle it.
- Search by keywords: “Find travel related receipts.”
- Search by date range: “Show Q2 2025 receipts.”
- Combine filters: “Show travel related expenses in Q2 2025.”
- Search by tags: “Find documents with tag Q2.”
- Spot anomalies: “Find large expenses in H1.”
No more endless scrolling or export gymnastics. Just ask and you have what you need.
Updating Documents
SparkAgent is not just about finding things; it can update details in bulk.
Examples:
- “Find all restaurant expenses from June without attendee information. Add to description ‘Joel and Frank’ and tag these documents with ‘Franks Business Ltd.’”
- “Find all June receipts and add a brief description of the merchant to the details field.”
- “Find all utility receipts from June and change their kind to invoice.”
- “Find all March receipts and mark them as reviewed.”
This last example is one of the most powerful use cases. At the end of a reporting cycle, you can easily find all processed or approved receipts and update their status to reviewed in one command. No more manual ticking through dozens or hundreds of documents.
With SparkAgent, document reviews go from a repetitive task to a single sentence.
Managing Tags Made Easy
Tags are powerful, but applying them one by one gets old fast. With SparkAgent, you can:
- Add tags in bulk: “Find all Q2 2025 documents and add the tags Q2 and Summer.”
- Remove tags in bulk: “Remove the tag Q2 from all June documents.”
What used to take minutes now takes seconds.
What SparkAgent Knows About Your Documents
When you prompt SparkAgent, it can access a wide range of metadata stored in your account, such as:
- Document type (receipt, invoice, bank statement, other)
- Merchant name, payer name
- Transaction type (income, expense, n/a)
- Description, currency, tax mode, reference numbers
- Review status (pending, rejected, reviewed)
- Upload source (mobile, web, email, automation)
- Tags, categories, draft/trashed status
- Dates: document, transaction, invoice, due date
- Payment details (method, status, last digits, name)
- Line item details such as gross value, taxes, item names
- Totals for gross, subtotal, and tax amounts
- Integration metadata if synced with external systems
In short: SparkAgent sees the same fields your accountant obsesses over—and puts them at your fingertips.
Support on Demand
SparkAgent can also act as your in-app guide. Ask it things like:
- “How to add a document?”
- “How does the bank statement feature work?”
It will link you to the relevant help articles inside SparkReceipt, so you do not waste time digging.
What SparkAgent Can’t Do (Yet)
Every great assistant has boundaries. Here’s what SparkAgent cannot do right now:
- Update line items or line item categories.
- Update document categories.
- Search across more than 1,000 documents at once (work in smaller batches instead).
- Trigger the bank statement extractor.
- Open documents directly from the chat.
- Upload new documents directly in chat.
Knowing these limits helps you prompt smarter.
Ready to Try It?
If you are an Elite user, SparkAgent is already waiting inside your account. Start with a simple request:
“Show me all August expenses without tags.”
From there, watch how quickly SparkAgent takes bookkeeping off your plate.
