Expense reports: automate data extraction with Taggun and Swiftask
Swiftask integrates Taggun's OCR power to turn your receipts into structured accounting data, instantly and without manual entry.
Result:
Eliminate data entry errors, speed up reimbursements, and free your finance team from repetitive tasks.
AI Agents
taggun
Connector taggun · Secure OAuth 2.0
Manual expense entry slows down your productivity
Expense management is a major productivity drain. From lost receipts and entry errors to validation delays and manual ERP input, the process is slow, costly, and frustrating for employees.
Main negative impacts:
Frequent entry errors
Manual entry by employees or accounting staff multiplies the risk of errors (amounts, VAT, dates), leading to time-consuming corrections.
Slow validation cycles
The cycle between expense and reimbursement is too long, impacting employee satisfaction and real-time financial visibility.
Complex document management
Archiving and finding physical or manually scanned receipts is a daily challenge for tax compliance.
Swiftask automates the entire workflow. With Taggun, every receipt is scanned, analyzed, and transformed into actionable data, sent directly into your management system.
BEFORE / AFTER
What changes with Swiftask
Traditional management
The employee takes a photo of the receipt, emails it, the accountant manually enters data into the ERP, checks for compliance, and approves reimbursement. This process takes days.
Management with Swiftask + Taggun
The receipt is submitted via Swiftask. Taggun extracts key data (amount, merchant, VAT) in real time. The AI agent checks compliance and updates your ERP automatically.
Automate your expenses in 4 simple steps
1
STEP 1 : Configure the Swiftask AI agent
Define an agent dedicated to receiving and processing expense receipts.
2
STEP 2 : Integrate the Taggun API
Connect Swiftask to your Taggun account to enable automatic OCR data extraction.
3
STEP 3 : Define validation rules
Configure validation thresholds or automatic compliance checks in Swiftask.
4
STEP 4 : Sync your accounting
Connect the agent's output to your accounting tool (ERP, Excel, Slack) for instant updates.
Intelligent processing capabilities
The agent analyzes each receipt to extract: merchant name, date, total amount, currency, and applicable tax.
- Target connector: The agent performs the right actions in taggun based on event context.
- Automated actions: High-precision OCR extraction. Automatic expense categorization. Duplicate detection. Routing to managers for approval. Export to your accounting software.
- Native governance: All extracted data is archived with a link to the original receipt for total compliance.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-taggun@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Key benefits for your finance department
Zero manual entry
Taggun's OCR does the tedious data entry work for you.
Improved accounting accuracy
Drastically reduce human errors thanks to automated data extraction.
Simplified compliance
Every expense is tracked, documented, and archived automatically.
Faster reimbursements
A seamless process allows for much faster expense report processing.
Real-time visibility
Monitor your spending as it happens, without waiting for the end of the month.
Data security and compliance
Swiftask applies enterprise-grade security standards for your taggun automations.
- Data encryption: Extracted data is securely transmitted between Taggun and Swiftask.
- Full audit trail: Every processing action is logged for full compliance.
- Secure storage: Receipts are stored in accordance with data protection standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your operations
| Metric | Before | After |
|---|---|---|
| Processing time | Several hours/week | A few minutes |
| Error rate | High (manual entry) | Close to zero |
| Reimbursement speed | Several days | Under 24 hours |
Take action with taggun
Eliminate data entry errors, speed up reimbursements, and free your finance team from repetitive tasks.