Record costs with AI on the web

1. 1

   Record costs with AI — open Settings

   Log in at konto.is and select Settings in the left menu. On the Settings page you will see a list of „Active add-ons” — including „Inbox-feed - Add cost from emails” and „Auto cost registration (AI)” if they are included in your plan (Fræ or higher).

   

2. 2

   Enable automatic AI cost registration

   Check whether „Konto Cost registration Ai” is active on your account. If the add-on page shows a „Delete” button, it is already active. If it is not yet active, turn it on — this is required for the AI to read data from the documents you upload. Then click „Settings” in the left menu to continue.

   

3. 3

   Select “Record cost” in the Settings menu

   In the Settings menu, find and click Record cost to open the cost-registration settings, where you choose how new records are handled.

   

4. 4

   Set whether new cost records are approved automatically

   Choose your approval setting:

   • „Auto approve cost” — new records go straight to processing. Best if you trust the AI and want to minimise manual work.
   • Manual approval — turn off „Auto approve cost” so new records wait for your review before your bookkeeper can retrieve them.

   Are you a bookkeeper? See the dedicated guide on these settings from a bookkeeper's perspective.

   

5. 5

   Go to Expenses and click "Add Cost"

   Go to Expenses in the left menu. The list page shows all your cost records grouped by status such as "New", "Approved" and "Older".

   At the bottom of the page you will find the "Allowed senders" box — add supplier email addresses that are permitted to send receipts automatically to your receipt inbox at kennitala@kvittun.konto.is. Add a supplier's address before uploading your first receipt if you use the email route.

   Then click "Add Cost" in the top right of the page to open a new cost record.

   

6. 6

   Record costs with AI: upload, review and approve

   On the upload page, drag your file onto the marked area or click to select a file from your device. Supported formats: JPG, JPEG, PNG and PDF. The AI fills in the fields automatically — supplier, amount, VAT and date — review each field, correct if needed, and save the record.

   If the record gets the status Incomplete: a popup opens listing exactly which fields the AI could not read with sufficient confidence. Click „Fix the record”, correct the highlighted fields and save again — if everything is correct the record automatically leaves Incomplete status. If something is still unresolved, error messages appear directly next to the fields but the popup does not reappear.

   If you chose manual approval in step 4: click „Approve” next to the record in the Costs list — it is then ready and your bookkeeper can retrieve it. See how a bookkeeper retrieves approved cost records in dk.

   

1. 1

   Open Settings to log expenses with AI

   Log in to the Konto app and tap Settings in the menu. On the Settings page you will see a list of active add-ons — including „Auto cost registration (AI)” if the add-on is already active on your subscription plan (Seed or higher). Tap it to open its settings.

   

2. 2

   Enable automatic expense logging

   On this page you will see information about „Konto Cost registration Ai”. Turn on the toggle if it is not already on — the AI will then automatically read data from documents you upload.

   Are you an accountant? See dedicated instructions for these settings from the accountant's perspective.

   

3. 3

   Go to expense logging settings

   Go to Settings → Expense tracking to open the expense logging settings. Here you can configure how new expense entries are handled before they are sent to your accountant.

   

4. 4

   Choose whether new entries are approved automatically

   On this page you configure „Auto approve cost”. Choose an approval setting:

   • Automatic approval — new entries go directly into processing. Suitable if you trust the AI reading and want to minimise manual work.
   • Manual approval — new entries wait for your review before your accountant can retrieve them. Suitable if you want to review each entry before it is sent to your accountant.

   Are you an accountant? See dedicated instructions for these settings from the accountant's perspective.

   

5. 5

   Upload a receipt or invoice

   Go to Costs → Cost entries and tap „Log expense” to add a new entry. Tap the upload area to select a file from your phone. The accepted file formats are JPG, JPEG, PNG and PDF. The AI starts processing the document as soon as it is uploaded — you do not need to enter the data manually.

   

6. 6

   Review the data filled in by the AI

   The AI automatically fills in the fields: vendor, amount, VAT and date. The entry appears with the status „New”. Tap the fields to correct anything that is wrong.

   If the entry gets the status Incomplete you will see exactly which fields the AI could not read with sufficient confidence. Tap „Fix entry”, correct the highlighted fields and save again — if everything is correct the entry will automatically leave the Incomplete status.

   

7. 7

   Approve the expense entry

   If you chose manual approval in step 4, you will see „Approve” on the entry. Tap „Approve” — the status changes and the entry is ready for your accountant to retrieve.

   If you chose automatic approval, the entry goes directly into processing without any further action. See how an accountant retrieves approved expense entries in dk.

   

Questions? support@konto.is