Tax deduction processing from receipts, emailed to your accountant

Once a month the scenario collects receipts and revenue data, reads the expenses, sorts them into deduction categories and emails the finished report.

  • No receipt has to be opened by hand
  • Deduction categories are assigned automatically
  • Expenses are matched to revenue periods
  • The finished report is emailed to your accountant
Set it upScriptera

How it works

To connect Mautic and , you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Monthly Tax Processing Schedule
  2. Then: Workflow Configuration
  3. Then: Fetch Expense Receipts
  4. Check: Check Receipt File Type
  5. If yes: Extract Receipt Data
  6. Then: Extract Deductible Categories
  7. Check: Merge Revenue and Deductions
  8. Then: Match Expenses to Revenue Periods
  9. Then: Calculate Tax Deductions
  10. Then: Format Tax Report
  11. Then: Send to Tax Agent
  12. Then: Fetch Revenue Data
  13. Then: OpenAI Chat Model
  14. Then: Structured Output Parser

You can launch this integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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