D05Finance & accounts

AI expense and petty-cash tracker for small business Expense and petty-cash tracker. Captures every staff expense and petty-cash spend from a WhatsApp photo.

  • 6 tasks
  • 2 it does alone
  • 4 need your OK
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Sample of the agent's work, drawn from its real task list.

01In plain words

How the AI expense and petty-cash tracker works

The AI expense and petty-cash tracker is an Autowhat agent for small businesses that captures every staff expense and petty-cash spend from a WhatsApp photo. It does 6 defined tasks — 2 on its own and 4 only after the owner's OK — in WhatsApp, Google Sheets, books.

1

It starts when…

  • Receipt photo
  • Petty-cash top-up
2

It does the work

  • Check against policy limits per person
  • Report spend by category and person
3

It asks you before…

Reimbursements, out-of-policy spend

02Every task

6 tasks, each one marked.

  1. Read receipts and categorise expensesNeeds your OK
  2. Check against policy limits per personDoes it alone
  3. Track petty-cash balance per siteNeeds your OK
  4. Prepare reimbursements for approvalNeeds your OK
  5. Post expense entriesNeeds your OK
  6. Report spend by category and personDoes it alone

Works in

  • WhatsApp
  • Google Sheets
  • books

Alerts you when

  • Duplicate receipt
  • policy breach

You'll know it's working by

Days to reimburse, spend variance

Who it is for

Offices, sites, fleets

Takes over routine work from

Accounts assistant time

03How much it may do

Safe by design, in two plain labels.

Autonomy · L3

Acts within your limits

It handles routine cases on its own and asks you about anything outside the limits you set.

Risk · R3

Commitments

Its work can commit you to a customer or supplier, so those steps are read back first.

Every agent also reads back actions, keeps an audit log, asks when unsure, learns from your corrections, reports in the daily briefing and stops on the kill switch.

04Works well with

Other finance & accounts agents

Data-entry operatorTurns bill photos and voice notes into accurate vouchers in the books.Bank reconciliation clerkReconciles bank statements to books daily instead of at year end.Collections agentChases receivables politely and persistently and posts receipts.Payables preparerPrepares vendor payments for one-tap approval; never pays on its own.Payroll inputs clerkPrepares monthly payroll inputs from attendance, leave and advances.Credit controllerSets and enforces customer credit limits before risk becomes bad debt.

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FAQAI expense and petty-cash tracker

Quick answers

By · Updated

What does an AI expense and petty-cash tracker do?

The AI expense and petty-cash tracker is an Autowhat agent for small businesses that captures every staff expense and petty-cash spend from a WhatsApp photo. It does 6 defined tasks — 2 on its own and 4 only after the owner's OK — in WhatsApp, Google Sheets, books.

What does the AI expense and petty-cash tracker ask me before acting?

It asks before: Reimbursements, out-of-policy spend. It reads the action back in one message and waits for your yes; routine steps run within the limits you set.

Which apps does the AI expense and petty-cash tracker work in?

It works in WhatsApp, Google Sheets, books. No new software is needed; it uses what the business already has.

Who is the AI expense and petty-cash tracker for?

It is built for offices, sites, fleets. It takes over routine work from accounts assistant time, while people keep the judgement calls.

Does the AI expense and petty-cash tracker run on a phone?

Runs today on Autowhat's Android agent (early access), on a business phone. See the Android X page for how the phone agent works.

05Hire it

Put the AI expense and petty-cash tracker to work. We set it up in your apps.

A 30-minute working session: an engineer maps this agent to your phone, WhatsApp and the apps it needs, and agrees what it must ask you before.

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