HyperHack-2023 - Expense Tracker

[yikwen.goo]

HyperHack-2023 - Expense Tracker

Use Case Description

It is difficult to keep track of expenses that are spent across multiple payment methods e.g. credit card, cash, cashless payment methods e.g. PayNow in Singapore.

Current solutions available involve either manually enter expenses into a mobile app or a spreadsheet, or providing credit card statements to a 3rd party service for analysis which involves sensitive data being sent (credit card numbers, home addresses, phone numbers).

For my own personal expense tracking I designed a solution around extracting expense amounts from receipts, as a receipt will be present most of the time regardless of the payment method used.

Multiple UiPath products were used to integrate the input (an image of a receipt uploaded to my Dropbox) to produce the output (an Excel of all expenses and an Insights dashboard).

All automations run unattended on Automation Cloud Robots – Serverless, triggered by time triggers configured in Orchestrator.

AS-IS WORKFLOW, TO-BE WORKFLOW

To Be Workflow.pdf

Other information about the use case

Industry categories for this use case: Finance

Skill level required: Advanced

UiPath Products that were used: UiPath Studio, UiPath Data Services, UiPath Document Understanding, UiPath Insights, UiPath Orchestrator

Other applications that were used: Automation Cloud Robots – Serverless, Integration Service

Other resources: -

What is the top ROI driver for this use case?: Other

[jeevith (Jeevith Hegde, Ph.D.)]

Hello @yikwen.goo

I enjoyed your presentation and use case. Eating your own medicine so to speak

I like that you have used it for a while and the dashboard is quite easy to interpret.

Good luck and Cheers!

[ikshit.dhawan1 (Ikshit Dhawan)]

Congratulations