WorkBuddy Expense Summary Merges Fields into One Line – Anyone Else Tried This?

Working overtime at night reconciling expense reports. My phone is full of taxi receipts, dining invoices, and hotel folios; my eyes are glazing over.

I just started using WorkBuddy for expenses; previously I only used it to organize contracts and spreadsheets. Today I saw an article about intelligent financial reimbursement claiming it could automatically classify and recognize VAT invoices, travel tickets, etc., so I thought WorkBuddy should be able to handle this job for me too.

I created an expense database, threw in a dozen screenshots and PDFs, and asked it to summarize them into a table by date, vendor, amount, tax, and remarks. At first, it actually produced a table, but the more I looked, the weirder it got. Dates from two taxi receipts were filled into the tax column, the remarks column was empty, and two itineraries were merged into one row. It seemed to prompt a field type mismatch in the middle, but I didn't understand it.

I tried splitting the files into two batches, and also tried letting it recognize only one type of ticket at a time. I just figured out permission modes last week, and this time I specifically set it to stricter read-only mode, afraid it would mess with local files. Previously I used Meike and Youcheng for reimbursements; at least they could apply templates. With WorkBuddy, it felt like it had no brakes.

I'm a bit unsure now. Is it that it fundamentally doesn't understand financial standards, and I need to create an empty table first, hardcoding every column name and example? Or does this feature require integrating OCR or APIs to be stable? I thought this was a godsend for workers, but it turned into me cleaning up after it again. Help. Has anyone done similar expense summaries? The fields keep getting mixed up. Where do I even start fixing this?