Meet SparkAgent – Your New AI Accounting Agent

SparkAgent is an AI accounting agent available on every SparkReceipt plan. Ask it about your finances, or hand it the work. It finds, categorizes, tags, edits, reconciles, and publishes your financial documents from plain-language prompts. Find specific receipts by keyword, date, or tag; bulk-update descriptions, categories, and statuses; edit line items and their categories; reconcile bank statements; and publish to QuickBooks Online or Xero, across hundreds of documents in seconds. It applies reversible changes directly and asks first before anything it can't undo.

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. It is your AI accounting agent: it searches, summarizes, categorizes, reconciles, and publishes your documents from a single prompt, doing the work, not just answering questions about it. SparkAgent is available on every plan. SparkReceipt Free and Pro include a limited number of monthly messages, enough to try it and handle smaller jobs, and Elite gives you the highest allowance so you get the most out of it.

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.'"
• "Categorize all my uncategorized June expenses."
• "Find all utility receipts from June and change their kind to invoice."
• "Split this receipt's line items and put the delivery fee in its own category."
• "Find all March receipts and mark them as reviewed."

Editing runs deep: SparkAgent can set document categories, edit individual line items and their categories, and update statuses in bulk. At the end of a reporting cycle, you can find all processed receipts and mark them 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.

Reconciling and Publishing

SparkAgent also handles the steps that used to mean leaving the chat:

• "Reconcile last month's bank statement against my expenses."
• "Publish all reviewed March invoices to QuickBooks."
• "Send these expenses to Xero."

Reversible actions like categorizing, tagging, editing, and reconciling apply directly. Publishing sends your data to an outside system, so it pauses for your approval first, along with anything else that can't be undone. You stay in control of the irreversible steps.

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.

Where SparkAgent Draws the Line

Every capable agent has boundaries, and SparkAgent's are about safety, not capability. The guardrails worth knowing:

• Reversible actions apply directly; anything irreversible asks for your approval first.
• Permanently deleting a document and merging documents are never exposed to the agent. Those stay in your hands.
• It works best in batches of up to 1,000 documents at a time. Narrow a large query and run it in passes.

Knowing these limits helps you prompt smarter.

SparkAgent works best alongside other AI-powered features like AI Automations and AI expense categorization. Together, they form a complete intelligent workflow that handles the repetitive side of accounting so you can focus on growing your business.