Understand how AI reads receipts and suggests GL codes, then plan a rollout with a prompt pack, an SOP, a checklist and templates.
Manual expense coding is slow, repetitive and easy to get wrong, and persuading a team to change takes a clear explanation. This deck gives you the explanation, the rollout steps and the working documents in one editable file.
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This is a ready-to-use, editable PowerPoint deck of 48 slides on AI expense categorisation review. It shows how receipts become GL codes, gives a six-step rollout, a prompt pack, SOP, checklist and templates, and ends with an appendix and glossary. It suits finance and admin teams.
Chapter 1 makes the case against the old way: a system built for failure, and spreadsheets that cannot keep up. Chapter 2 then explains AI expense categorisation, step by step, using the analogy of a smart expense assistant that reads every receipt.
Three case examples show different situations: an LLM expense analyser, a custom system for a smaller business whose rules were too complex for off-the-shelf tools, and an in-context assistant. Chapter 4 gives six rollout steps: define needs, understand data sources, choose a solution, prepare and train, integrate and test, then roll out and keep improving.
The toolkit chapter bundles four deliverables: a prompt pack for categorisation, flag-for-review and reporting prompts, an SOP outline for employees, a pre-implementation checklist, and templates including a custom AI rules template and an expense taxonomy template for mapping your chart of accounts. An appendix explains machine learning, OCR and merchant category codes, traces the flow from receipt to GL code and ends with a glossary.
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Use chapters 1 to 3 to explain why you are changing how expenses are coded, and show the receipt-to-GL flow so people know what the tool does.
Take the data-source mapping, tool-selection and checklist slides into vendor calls and use them as your question list.
Read the appendix and glossary if terms such as GL code, OCR and MCC are new to you.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides and edit the taxonomy and rules templates to match your own ledger. Slide 29 lists them all.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
Educational content, not financial, legal or compliance advice. AI output should always be checked by a person before use.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of AI for Finance and Admin Professionals, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Mastering Compliance Red Flags with AI; AI Guardrails for Sensitive Data; Accounts Receivable Follow-Ups with AI; Board Note Drafting Support with AI; Budget Narrative Drafting with AI; Finance FAQ Assistants with AI; Policy Interpretation with AI; Spreadsheet-to-Insight Workflows with AI; Variance Analysis Summaries with AI.
Both. The case for change and the receipt-to-GL explanation present well to a team, while the six steps, checklist and templates support whoever leads the rollout.
Yes, in plain terms. The appendix covers machine learning, optical character recognition and merchant category codes, and shows how they combine from receipt capture to GL mapping.
Treat them as vendor or case-reported results, not promises. Test any AI categorisation on your own data and have a person check the output before it reaches your ledger.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, for instance one expense workflow to pilot and a review date.
Bodhih Training delivers live corporate programmes on finance operations, process improvement and practical AI use.
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