PrivantAI Logo

Manufacturing · PoC

AI-powered expenses dashboard for manufacturing SMB

Automation of expense report process with OCR + AI. CFOs get real-time reports, employees just snap the receipt and they're done.

Transparency note: The cases published here are technical implementation scenarios: internal PoCs, pilots with synthetic or anonymized data, and reference architectures. As real customer projects reach production, we replace them with named cases with permission.

The challenge

A manufacturing SMB with 80 field employees handled expense reports with Excel, paper receipts, email forwarding. The CFO struggled to close the month, employees lost receipts, admin re-entered everything by hand.

Our solution

Mobile-first web app with receipt OCR: employees snap a photo, AI extracts amount, vendor, category, date and VAT. In-app approval from the manager, automatic export to the company ERP. CFO dashboard with expenses aggregated by cost center, category, employee.

Tech stack

Next.js (PWA)Python / FastAPIAzure Document Intelligence (OCR)OpenAI for categorizationPostgreSQLZucchetti API integrationChart.js for dashboards

Measured results

  • Monthly accounting close from 10 days to 2 days
  • 93% correct extraction on real Italian receipts
  • Zero manual data entry by admin team
  • Real-time aggregated expense control for CFO
  • 80 employees onboarded in 1 week with mobile app
  • Project ROI recovered in <6 months

Lessons learned

  • Italian OCR requires a second pass with LLM for >90% precision
  • Mobile UX is everything: if it takes more than 3 taps, employees won't use it
  • The CFO must be on the design team from day one: if they don't trust the data, the project dies

Have a similar case?

Let's talk in a free 30-minute call.

Book a call