The Smarter Way to Command Your Financial Data
In a world where receipts pile up and reports get buried under emails, managing your finances can feel like playing whack-a-mole with spreadsheets. But now, there’s a smarter way to take control.
SparkAgent is your AI accounting agent, purpose-built to help you search, understand, and explore your financial documents faster and smarter. Available exclusively to SparkReceipt Elite users, it’s your on-demand assistant for receipts, invoices, and everything in between.
So, what can you do with it?
Ask and You Shall Know
Need to dig up a specific receipt or transaction? Want to know who your biggest vendor was last quarter? Looking for documents from a specific time period?
SparkAgent handles that in seconds.
Just ask:
- “Show me all expenses from July.”
- “Which vendors charged over €500?”
- “What receipts are missing a category?”
SparkAgent searches through your existing documents – receipts, invoices, even bank statements – using metadata like dates, amounts, vendors, and categories. No separate uploads. No waiting.
Smart Summaries On-Demand
Got a stack of documents but no time to sort them? SparkAgent can summarize:
- Individual documents
- Time-based expense summaries
- Vendor-specific activity
- Weekly, monthly, or quarterly uploads
Examples:
- “Summarize my Q2 business travel expenses.”
- “Give me an overview of August uploads.”
- “What were my top 3 expense categories last month?”
It distills what matters. You get the big picture, fast.
Insights – When You Ask for Them
SparkAgent doesn’t interrupt. It doesn’t guess. It waits for your lead.
But when you ask, it can provide powerful insights based on your real financial data:
- Spot spending outliers or unexpected spikes
- Identify large or frequent vendors
- Highlight gaps like uncategorized expenses or missing fields
Want to optimize for taxes? Ask about deductible categories. Curious about financial trends? Just say the word.
Note: Always consult a professional for final decisions. SparkAgent offers guidance, not legal or tax advice.
Assist With Categorization, Too
Struggling to sort your receipts? SparkAgent can help categorize:
- Expenses by type
- Documents by purpose
- Transactions by usage
Just ask:
- “Are there any uncategorized receipts this month?”
- “Suggest categories for my August expenses.”
It won’t auto-categorize, but it can guide your decisions with quick, document-aware responses.
Need Help With SparkReceipt Itself?
SparkAgent’s got your back there, too.
If you’re not sure how to use a feature, just ask. It can link you to relevant help articles and walk you through how things work inside SparkReceipt. Think of it as both a financial assistant and an in-app guide.
Time to Activate Your Agent?
If you’re already on the Elite plan, SparkAgent is ready to go.
If you’re not, this is your invitation to level up.
