Expense Booking with OCR

This solution empowers users to upload documents, such as invoice receipts, directly into a conversation. The virtual assistant processes these documents using Optical Character Recognition (OCR) to extract key information, which is then securely stored for easy access and future use.

Solution Skills

Functionality	Description
Book a travel expense	Upload invoices or receipts directly into the conversation. The virtual assistant uses Optical Character Recognition (OCR) to extract key information from the document and saves it in a dedicated Druid Workspace.
Approval process	View extracted document information in a dedicated workspace. Back-office employees review the information and approve or reject the travel expense.

Functionality 

Description 

Book a travel expense

Upload invoices or receipts directly into the conversation. The virtual assistant uses Optical Character Recognition (OCR) to extract key information from the document and saves it in a dedicated Druid Workspace.

Approval process

View extracted document information in a dedicated workspace.

Back-office employees review the information and approve or reject the travel expense.

Prerequisites

Tenant Druid community (open new tenant here) or Druid subscription.
You should have a Druid bot. For information on how to create a bot, see Creating Druid Bots.
Enable the API Resources for Druid WebView and Druid Data Service. Then, activate the Druid Data Service in your tenant by navigating to Administration > Settings > Druid Data Service, and selecting Is enabled and clicking the Save all button at the top right of the page.