Automated Expense and Invoice Assistant

A guided assistant for recording expenses, invoices, income, and supporting documents through a structured conversational workflow.

An internal finance workflow needed a faster way to capture expenses, invoices, and supporting documents without losing structure.

Manual expense and invoice capture was slow, inconsistent, and hard to organize into monthly records.

• Users preferred a chat-style interface
• Documents needed monthly organization
• Validation rules and workflow states were required for reliable records

Built a guided conversational assistant that walks users through expense and invoice capture, document upload, validation, and reporting commands.

• Guided chat intake
• Expense and invoice capture
• Document validation
• Monthly folder organization
• Reporting commands

• Telegram or chat interface
• Guided data capture
• Document upload
• Monthly file organization
• Structured records
• Reporting commands
• Workflow states
• Validation rules

Chat interface → guided workflow states → validation → structured store and monthly folders → reporting commands.

• Python
• Telegram Bot API
• PostgreSQL
• REST APIs
• Docker

• Conversation and workflow design
• Validation rules and state handling
• Document organization logic
• Reporting command implementation

• Provided a mobile-friendly way to record expenses.
• Improved the consistency of stored operational data.
• Reduced the number of manual steps required to prepare monthly records.

• Guided prompts beat free-form chat for structured finance data.
• Human-readable confirmation steps prevent silent bad records.

• Deeper accounting-system sync
• Smarter document classification