Enterprise Workflow

Receipt-to-Expense Analysis: Multi-Bot Automation Pipeline

Connect three specialized Poe bots into a zero-code document pipeline. In this worked guide, we take a photographed receipt, extract clean structured JSON, validate the merchant tax ID format, and query quarterly expense aggregates using natural language.

Pipeline Architecture

Step 1: Ingest
OCR-Doc-Parser
Image → Validated JSON
Step 2: Validate
Regex-Gen-Tester
Format Check on Tax ID / SKU
Step 3: Analyze
English-To-SQL
Schema Query in SQLite Sandbox

Step 1: Extract Receipt to Structured JSON with OCR-Doc-Parser

Upload your receipt image to @OCR-Doc-Parser with this prompt:

Extract this receipt to structured JSON with vendor, date, line items, and tax reconciliation.

Verified Result extracted from sample bill:

{
  "vendor": "OFFICE SUPPLY DEPOT",
  "tax_id": "27AAPFU0912K1ZV",
  "date": "2026-03-12",
  "items": [
    { "name": "Laser Toner Cartridge", "qty": 2, "price": 45.00 },
    { "name": "Recycled Paper Box", "qty": 5, "price": 8.50 }
  ],
  "subtotal": 132.50,
  "tax": 11.93,
  "total": 144.43,
  "reconciliation": "balanced"
}

Step 2: Validate Tax ID Format with Regex-Gen-Tester

Verify the 15-character GST/Tax format extracted above via @Regex-Gen-Tester:

Write regex for 15-character GSTIN tax ID: 2 digits state code, 10 alphanumeric PAN, 1 entity code, 1 Z, 1 check digit.
Test sample: 27AAPFU0912K1ZV

Pattern generated and executed:

Pattern: ^[0-9]{2}[A-Z]{5}[0-9]{4}[A-Z]{1}[1-9A-Z]{1}Z[0-9A-Z]{1}$
Sample: 27AAPFU0912K1ZV -> MATCH (Verified format)

Step 3: Analyze Spending Trends with English-To-SQL

Now insert the validated JSON row into an expenses table and run natural language queries in @English-To-SQL:

Copyable Schema & Prompt

CREATE TABLE expenses (
  id INTEGER PRIMARY KEY,
  vendor TEXT,
  category TEXT,
  expense_date DATE,
  amount REAL
);

INSERT INTO expenses VALUES 
(1, 'OFFICE SUPPLY DEPOT', 'Supplies', '2026-03-12', 144.43),
(2, 'CLOUD HOSTING INC', 'Software', '2026-03-01', 350.00),
(3, 'COFFEE ROASTERS', 'Meals', '2026-03-05', 42.10),
(4, 'OFFICE SUPPLY DEPOT', 'Supplies', '2026-02-18', 85.00);

Question: What is total spend by category, and what percentage of total spend does each represent?

Verified Result executed in sandbox:

SELECT 
  category, 
  ROUND(SUM(amount), 2) AS total_spent,
  ROUND(SUM(amount) * 100.0 / (SELECT SUM(amount) FROM expenses), 1) AS pct_of_total
FROM expenses
GROUP BY category
ORDER BY total_spent DESC;

Verified Results:
| category | total_spent | pct_of_total |
| Software | 350.00      | 56.3%        |
| Supplies | 229.43      | 36.9%        |
| Meals    | 42.10       | 6.8%         |

Start Automating on Poe Today

All three bots are live, free to test, and require zero credit cards or backend infrastructure setup.

OCR-Doc-Parser ↗ Regex-Gen-Tester ↗ English-To-SQL ↗