SparkAgent is an AI agent that you can chat with in the SparkReceipt web app and mobile app. Every conversation is saved, so you can find an earlier question and answer again under Chat history.

Where to find SparkAgent

Web app.

Chat with SparkAgent in the left sidebar opens the full chat page, with your past chats listed under Chats.
Ask SparkAgent buttons at the top of pages such as the Overview, Documents, Reports, Transactions, Trips and a single document open SparkAgent in a small chat window. SparkAgent sees which page you are on.
The chat button in the bottom-right corner opens the same window. Choose Chat with SparkAgent there.

Mobile app. Tap the sparkle button in the top bar of the Home, Documents, Trips and Reports tabs, or on a document's page.

What SparkAgent can do

SparkAgent can do the following tasks for you:

Find income and expense documents, or other documents you have uploaded
Edit document data e.g. merchant name, date, description
Set document categories, and edit line items and their categories
Add, remove and update document tags
Reconcile bank statement transactions against your documents
Publish documents to your connected accounting software, such as QuickBooks Online or Xero
Add, edit, classify and delete trips and vehicles
Set up automations, such as recurring documents, auto-assign rules and custom AI instructions
Find anomalies, duplicates or other errors in your uploaded documents

SparkAgent applies reversible changes directly. These include categorizing, tagging, editing, and reconciling. It only pauses to ask for your approval before an action it can't undo, such as publishing to QuickBooks or Xero, deleting a tag, or exporting your data.

SparkAgent can also help you with using SparkReceipt by searching information from the knowledge base.

As we are actively developing SparkAgent, its responses might not always make sense. Please contact us at support@sparkreceipt.com, or start a chat with our support team from the app. Open the chat button in the bottom-right corner of the web app, or tap Request support in the mobile app menu.

How to use SparkAgent productively

Everything starts with a good prompt. A prompt is roughly the same as a chat message that you write to SparkAgent.

A good prompt covers one or more of the following details:

A well-defined date range that you want to explore
Details for filtering documents such as merchant name, line item names, tags or similar identifying information
Action you want to perform on the found documents

In the following sections we'll look into how these requirements translate to usage examples.

💬 Tips for better prompts

The quality of your results depends on how clearly you describe what you want SparkAgent to do. Here are a few tips for writing effective prompts:

Be specific. Include time ranges, keywords, or merchant names to help SparkAgent narrow down the right documents.
Combine filters. You can use multiple details in the same prompt.
Include the action. Tell SparkAgent what to do once it finds the right documents.
Use natural language. You don’t need to remember special commands. SparkAgent understands everyday language.
Keep it focused. Try to stick to one type of task per prompt (for example, “find and tag” or “find and update”), so SparkAgent can complete it accurately.

Examples & use cases

Example 1: Find documents with SparkAgent

You can use any detail available on documents as search criteria. The agent understands both simple and complex queries. For example, you can use one date range or even combine several date ranges.

Find documents from August 2024 and 2025.

Find income documents from week 1 of 2025.

Find expenses from Q1 2024.

Example 2: Manage document tags with SparkAgent

SparkAgent excels in handling large amounts of documents in one go. For example, you might have tens of documents spread across multiple months that you want to tag with one or more tags.

In this case you would write to SparkAgent:

Find documents with travel related purchases from the last 30 days. Add the tag "sales trip" to the found documents.

Tagging is reversible, so SparkAgent applies the tags directly and tells you what it did. If you change your mind, just ask it to remove them.

Example 3: Find duplicates

You can ask SparkAgent to perform all kinds of work for you. SparkAgent can find data and use its own intelligence to fulfill your request.

To find duplicate documents, you can ask SparkAgent to look for a specific date range for duplicates:

Find duplicates from March 2025.

SparkAgent most likely gives you a summary of the duplicates and asks what you want to do with them. You can then prompt SparkAgent to e.g. tag the duplicates so that you can manually delete them from e.g. the Search view:

Add tag "duplicate" to the found duplicates.

Example 4: Auto accept all expenses with totals less than 20 USD

You can use SparkAgent to edit large batches of documents at once. In this example, we'd like to set the status to Reviewed of all expenses with totals less than 20 USD.

Find all expenses from June 2025 that are less than 20 USD and set status to Reviewed.

Features in detail

🏷 Managing document tags

You can also use SparkAgent to organize your documents by adding or removing tags in bulk.
This is especially helpful when you want to tag many documents at once across different months or categories.

Examples:

Find all Q2 2025 documents and add the tag Q2
Find all Q2 2025 documents and add the tags Q2 and Summer
Remove the tag Q2 from all documents
Remove the tag Q2 from all June documents

Tag changes are reversible, so SparkAgent applies them directly and reports what it changed. You can always ask it to undo a tagging step.

🧾 Updating document details

SparkAgent can also update certain fields in your existing documents.
You can use this to fix or complete missing data such as descriptions, dates, or kinds.

Examples:

Find all restaurant expenses from June without attendee information in details. Add to description “Joel and Frank”. Tag these documents with “Franks Business Ltd”.
Find all June receipts and add a brief description of the merchant to the details field.
Find all utility receipts from June and change their kind to invoice.
Make sure all June receipts have “receipt” as the document kind.

Fields that SparkAgent can update

Name – Updates the document name (merchant or payer).
Description – Updates the document’s description or details.
Document date – Updates the date on the document (format: YYYY-MM-DD).
Due date – Updates the due date on invoice-type documents.
Billing kind – Changes between receipt and invoice.
Review status – Can be set to pending, rejected, or reviewed.
Reference number – Updates reference or invoice number.
Payment method – Updates the payment method linked to the document.
Category – Sets the document's accounting category.
Line items – Adds, removes, or edits individual line items, including each line's own category.

💡 Ask SparkAgent for help

You can also ask SparkAgent general support questions. It can find and summarize information from the SparkReceipt knowledge base to help you right inside the chat.

Examples:

How to add a document?
How does the bank statement feature work?

Chat history, summaries, translations and repeat tasks

Where are my earlier questions and answers? (chat history)

SparkAgent saves every conversation. Closing the chat or leaving the page doesn't delete it.

Web, full chat page: open Chat with SparkAgent in the sidebar. Your past chats are listed under Chats. Open the menu next to a chat to Rename or Delete it.
Web, chat window: click the clock icon (Chat history) at the top of the SparkAgent window and pick a conversation. The + button (New chat) starts a fresh one.
Mobile app: in the SparkAgent sheet, tap the clock icon (Conversation history). The pen icon (New conversation) starts a fresh one.

Conversations are saved per account. If you use linked accounts, switch to the account you were in to see the chats you had there. The same conversations show on the web and in the mobile app.

Can I minimize SparkAgent while I work?

The SparkAgent window in the web app floats over the page, and the page behind it stays usable, so you can keep it open while you work. There is no minimize or resize button. To get it out of the way, close it with the chat button in the bottom-right corner. Your conversation is saved: open SparkAgent again and pick it from Chat history to carry on. If you close the window with an unsent message in it, the message is kept for when you reopen it, as long as you don't reload the page.

In the mobile app, close the SparkAgent sheet and reopen the conversation from Conversation history.

Summarize a document

Open the document and ask SparkAgent about it. In the web app, click Ask SparkAgent on the document's page and choose the Summarize this document suggestion (shown while the chat is empty), or type your own question. In the mobile app, tap the sparkle button on the document's page and ask "Summarize this document".

SparkAgent can also summarize many documents at once, with totals grouped by Category, Merchant or Payer, Tag or month. For example:

How much did I spend per Category in Q2 2025?

Summarize my income by month for 2025.

Translate a receipt or invoice

SparkReceipt doesn't translate the uploaded file itself. SparkAgent answers in the language you write in, so you can open the document and ask, for example, "What do the line items on this receipt say, in English?". If you want the translation stored on the document, ask SparkAgent to put it in the description or to rename the line items. You can undo those edits.

Save a prompt or run a "macro"

SparkAgent has no saved prompts or numbered macros. These come closest:

Automations run a rule on every new document without you asking: recurring documents, auto-assign rules (for example a Category or Tag for one Merchant) and, on the Elite plan, custom AI instructions written in plain language. SparkAgent can set these up for you: describe the rule and ask it to create an automation. See How to set up automations.
Saved searches keep a set of filters one click away in the Documents section of the sidebar. SparkAgent can create one for you.
Your chat history. Keep your favourite prompt in a conversation you can reopen, or store the text somewhere you can paste it from.

Add trips with SparkAgent

SparkAgent can add manual trips, so it helps when you need several similar trips. For example:

Add a business trip from 12 Main Street to the Riverside office every Monday in September, round trip.

It adds single-leg trips and works out the driving distance from the two addresses. See How to track mileage with Trips.

SparkAgent's boundaries and known limitations

SparkAgent is in active development. We are constantly making it better based on your feedback.

Some boundaries are there by design, to keep you in control:

Irreversible actions, such as publishing to QuickBooks or Xero, exporting data, or deleting a tag, merchant, or automation, always pause for your approval before they run.
Permanently deleting a document and merging documents are never exposed to SparkAgent. Trashing is as far as it reaches, and trashed documents can be restored.

Other limitations we are still working on:

SparkAgent changes at most 200 documents in one step. For bigger jobs, ask it to work in smaller batches, for example month by month
The bank statement extractor cannot be triggered by SparkAgent
Documents cannot be opened yet from the SparkAgent chat
Documents cannot be uploaded from the SparkAgent chat

We are actively working on these to make SparkAgent better.