AI Deploy Network
Accounting & AuditAI AgentAI Case Study

AI-powered expense tracking bot

AI Deploy Network Approved

Built a Telegram bot that uses Claude AI to automatically record and categorize user expenses (food, utilities, etc.) and generate detailed spending reports for any custom date range

Sanzhar KuatovBy Sanzhar Kuatov
Chapter 01

The Business Challenge

The business situation the organisation faced before the project began.

Putting all the expenses details and categorizing them on the database manually can take some time. While putting out all details staff can get confused what was the last input and cause some wrong calculations. And also generating the report takes some time.

Chapter 03

How the Solution Was Delivered

Discovery, design, development, testing and rollout — the journey, not the tooling.

  1. 1Planning the Design
  2. 2Developing the expense categorization
  3. 3Developing the Database
  4. 4Store the Data in the database
  5. 5Developing the generate report
  6. 6Developing the edit/delete data
Business Impact

Business Outcomes & Impact

The measurable outcomes from the underlying AI Deployment — with the story behind them.

Hours Automated
2K
Cost Savings
Currency not specified
Revenue Impact
Currency not specified
Measurable Business Outcome

Saved around 5-10 mins for each manual input of the expenses into the database. And minimizing the risks of inputting the wrong data by 100%.

Business Outcome Categories

Cost ReductionRisk ReductionTime SavingsEmployee ExperienceQuality ImprovementCustomer ExperienceAI Performance ImprovementProductivity Improvement

The story behind the numbers

Much simpler to input all the expenses to the databases. And can see all the inputs in the telegram chatbot, therefore protecting yourself from inputing existing/wrong expense into the database.

Reflection

Lessons Learned

What surprised the team, what worked well, and what would be done differently.

  • Learned how to use AI API
  • Learned how AI helps with optimizing the work for me as a programmer