Expense Receipt Capture and Matching Using Document IO for Touchless Expenses with J.P. Morgan Corporate Cards

Automatically extract expense attributes from expense receipts in multiple languages using the Document IO Agent. This will result in increased accuracy and automated matching of credit card charges during expense creation, thereby minimizing user inputs. This feature is available exclusively for customers using Touchless Expenses with J.P. Morgan Corporate Cards.

The receipt capture and matching are capabilities of the Document IO Agent which helps organizations enable automation and simplifies on-boarding of complex integrations for third parties such as suppliers, customers, banks, government authorities, logistics providers, etc. The agent helps organizations increase efficiency and improve automatic capture and generation of documents over all transaction inflow and outflow with varying electronic channels, document standards, formats, and languages. For example, the agent can ingest images, or formatted documents such as PDFs, or electronic documents in different languages, standardize and map all attributes and convert these documents into requisitions or invoices or payment instructions ready for human review and approval.

The Document IO Agent in Expenses supports the automatic creation of expenses based on expense receipts submitted by employees. The Document IO Agent extracts the receipts attributes and creates expenses based on these attributes.

The Document IO Agent supports expense attribute extraction for expense receipts in a wide variety of languages. This helps employees by minimizing manual data entry for receipts in non-English languages and ensures that the resultant expense is created with accurate information. The increased accuracy provided by the Document IO Agent also facilitates improved matching of expenses created from submitted receipts to the corresponding credit card charges, thus reducing manual intervention by employees and ensuring faster reimbursement of business expenses.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

This feature is available exclusively for customers using Touchless Expenses with J.P. Morgan Corporate Cards. For more details, refer to Touchless Expenses with J.P. Morgan Corporate Cards