AI-Driven Expense Report Processing

Summary

This sample showcases an AI-driven expense report processing solution that combines an AI Builder prompt, Dataverse, and Power Automate.

Applies to

Compatibility

Contributors

• Gomolemo Mohapi

Version history

Version	Date	Comments
1.0	April 1, 2025	Initial release

Minimal path to awesome

Using the solution zip

Step 1: Import the solution into your Power Apps environment

• Download the .zip from the solution folder.
• Within Power Apps Studio, import the solution .zip file using Solutions > Import Solution and select the .zip file you've just downloaded.
• Once the solution has been imported, you will see the Automated Expense Reporting solution under the Unmanaged section of the Solutions page.
• Select the solution to open it.

Step 2: Configure the Expense Category table

• In the solution explorer, look for the Expense Category table > Select the Commands icon > Open > Open in new tab to open the table.

• Select Edit on the top toolbar to open the table in edit mode.

• Configure the table to show the Category Name and Category Description columns.

• Insert the following records into the table:

  Category Name	Category Description
  Airfare	Covers the cost of domestic and international flights for business travel.
  Ground Transportation	Covers local transportation costs for business-related travel, including taxis, rideshare services, shuttles, and car rentals.
  Hotel	Covers lodging expenses for business travel, including nightly stays at hotels, motels, or corporate housing.
  Meals	Covers meal expenses incurred during business travel or client meetings.
  Parking	Covers parking fees incurred during business-related activities, including airport parking, hotel parking, and client site visits.

  

Step 3: Test the Analyze Incoming Expense Reports flow

• In the solution explorer, look for the Analyze Incoming Expense Reports flow > Select the Commands icon > Edit > Edit in new tab to open the flow.

• Switch to the New designer

• Publish and Test the flow

  • After selecting Test > Manually > Test.

• Open Outlook in a new tab and send an email to yourself with the following details:

  • Subject: New Expense Report
  • Body: Write a lengthy description of where you went, what you did, etc
  • Attachment: Attach multiple receipt images (e.g., a picture of a restaurant bill or a hotel invoice) to the email.

  

• Check the Expense Report and Expense tables in Dataverse to see if the flow has created the records successfully.

Using the source code

You can also use the Power Apps CLI to pack the source code by following these steps:

• Clone the repository to a local drive

• Pack the source files back into a solution .zip file:

  pac solution pack --zipfile pathtodestinationfile --folder pathtosourcefolder --processCanvasApps
  

  Making sure to replace pathtosourcefolder to point to the path to this sample's sourcecode folder, and pathtodestinationfile to point to the path of this solution's .zip file (located under the solution folder)

• Within Power Apps Studio, import the solution .zip file using Solutions > Import Solution and select the .zip file you just packed.

• Once completed, follow along from Step 2 above.

Features

This sample showcases an AI-driven expense report processing solution that combines an AI Builder prompt, Dataverse, and Power Automate.

The AI Prompt uses both text and image (multi-modal) input as well as Dataverse grounding:

The prompt is then used in a Power Automate flow to automate the Expense Report processing. The flow is triggered by an incoming email, from which it extracts the sender’s details and initializes an Expense Report Dataverse record:

The flow continues to analyze the email body and any attached receipt images to determine the purpose of the expense and extract individual expense details. For each receipt, it creates a corresponding record in the Expense Dataverse table, uploads the receipt image, and updates running totals:

Once the flow processes all receipts, it updates the Expense Report record with the purpose, total amount and status:

Help

We do not support samples, but this community is always willing to help, and we want to improve these samples. We use GitHub to track issues, which makes it easy for community members to volunteer their time and help resolve issues.

If you encounter any issues while using this sample, you can create a new issue.

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Disclaimer

THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.