Sandy v13 — CEIBS Expense Processing

① PDF expense reports (.pdf) — primary

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Drop PDF report(s)

Contains scanned Excel ER + receipts
Claude OCR extracts the expense table

Processing

② Excel files (.xlsx) — optional cross-check

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Drop Excel report(s)

If submitted alongside the PDF, Sandy verifies
totals match. Not required — PDF is sufficient.

How it works

PDF is the primary source.
Sandy OCR-reads the scanned expense report table from each PDF, then extracts individual receipt pages.

If Excel exists: Cross-checks the Excel file's total against the PDF scan total to verify consistency.

If no Excel: The PDF scan alone creates the Expense Ledger entries. No manual data entry needed.

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No files uploaded yet

Drop PDF expense reports on the left.
Sandy reads the scanned expense table and receipts automatically.
Optionally add the Excel file to cross-check totals.