What this agent helps with
- Upload and save purchase bills, sales invoices, or expense receipts
- Search and filter org bills by vendor, date, or amount
- Summarize monthly spend and GST paid across the organisation
- Find duplicate bills before they get paid twice
Tools it uses
This template uses: Bill Insights, PDF Reader, Bill Analytics.
- Bill Insights: extracts and stores bill details.
- PDF Reader: reads and answers questions from PDF files.
- Bill Analytics: summarises spending and revenue.
How to use it
- Sign in and open Agent Studio, then choose Templates.
- Select LIA (Ledger Insights Agent) Template and review its instructions and tools.
- Add any data or files it needs, and adjust the instructions to your wording.
- Try a few real questions in chat, then deploy the agent and share it with your team.
Good to know
You control the instructions, the tools and the data this agent can use.
- Bill Insights: Bill Insights: extracts and stores bill details.
- PDF Reader: PDF Reader: reads and answers questions from PDF files.
- Bill Analytics: Bill Analytics: summarises spending and revenue.
What the LIA (Ledger Insights Agent) Template agent gives you
Upload and save purchase bills, sales invoices, or expense receipts
Use the LIA (Ledger Insights Agent) Template for upload and save purchase bills, sales invoices, or expense receipts, with instructions and tools you can adjust.
- Ask about upload and save purchase bills, sales invoices, or expense receipts in plain language.
- Results are explained so you can check them.
- Uses Bill Insights where it helps.
- Review the result before you act on it or share it.
Search and filter org bills by vendor, date, or amount
Use the LIA (Ledger Insights Agent) Template for search and filter org bills by vendor, date, or amount, with instructions and tools you can adjust.
- Ask about search and filter org bills by vendor, date, or amount in plain language.
- Results are explained so you can check them.
- Uses PDF Reader where it helps.
- Review the result before you act on it or share it.
Summarize monthly spend and GST paid across the organisation
Use the LIA (Ledger Insights Agent) Template for summarize monthly spend and GST paid across the organisation, with instructions and tools you can adjust.
- Ask about summarize monthly spend and GST paid across the organisation in plain language.
- Results are explained so you can check them.
- Uses Bill Analytics where it helps.
- Review the result before you act on it or share it.
From template to deployed agent
Start from the template, make it yours and deploy when you are happy with how it answers.
- Open Agent Studio: Sign in and choose Templates, then select this agent.
- Review instructions and tools: Check the instructions and the tools it uses: Bill Insights, PDF Reader, Bill Analytics.
- Add your data: Add any files or data the agent should use and adjust the wording.
- Test in chat: Ask real questions, read the answers and refine the instructions.
- Deploy and share: Deploy the agent and share it with your team or use it in a workflow.
How the LIA (Ledger Insights Agent) Template agent answers
How the LIA (Ledger Insights Agent) Template agent is built
An agent template is a set of instructions, tools and example tasks on the Coderva agent platform. You can edit every layer.
- Your data: The files and data you give the agent.
- Tools: Built-in tools the agent can call: Bill Insights, PDF Reader, Bill Analytics.
- Instructions: A prompt that sets the role, tone and rules for this kind of work.
- Answers and history: Explained answers and a conversation history.
Screens you will use
You work with the agent in Agent Studio and in chat.
Chat with the LIA (Ledger Insights Agent) Template agent
Ask a question and read the answer.
- Try: upload and save purchase bills, sales invoices, or expense receipts.
- Try: search and filter org bills by vendor, date, or amount.
- Ask for the reasoning behind an answer.
Instructions and tools
Adjust how the agent behaves.
- Edit the instructions and tone.
- Tools: Bill Insights, PDF Reader, Bill Analytics.
- Restrict what the agent may do before you deploy.
What teams ask it first
Starting use cases that come with the template. Add your own.
- Upload and save purchase bills, sales invoices, or expense receipts: Use the LIA (Ledger Insights Agent) Template for upload and save purchase bills, sales invoices, or expense receipts, with instructions and tools you can adjust.
- Search and filter org bills by vendor, date, or amount: Use the LIA (Ledger Insights Agent) Template for search and filter org bills by vendor, date, or amount, with instructions and tools you can adjust.
- Summarize monthly spend and GST paid across the organisation: Use the LIA (Ledger Insights Agent) Template for summarize monthly spend and GST paid across the organisation, with instructions and tools you can adjust.
- Find duplicate bills before they get paid twice: Use the LIA (Ledger Insights Agent) Template for find duplicate bills before they get paid twice, with instructions and tools you can adjust.
- Share with your team: Deploy the agent to a link or embed it in a workflow.
- Keep a history: Every conversation is stored so you can review what was asked and answered.
What it connects to
Tools and data this agent uses.
- Bill Insights
- PDF Reader
- Bill Analytics
Control and checks built in
You decide what the agent can see and do, and how its answers are used.
- You control the data: The agent only uses the files, data and tools you give it.
- Cite or say so: The instructions tell the agent to cite its sources and to say when it cannot find an answer.
- Editable and testable: Edit the instructions and test in chat before you share the agent.
What is in the LIA (Ledger Insights Agent) Template agent
- Bill Insights: Extracts and stores bill details.
- PDF Reader: Reads and answers questions from PDF files.
- Bill Analytics: Summarises spending and revenue.
- Customisable: Instructions, tone and tools are editable in Agent Studio.
- Deployable: Deploy to a link, share it with your team or use it in workflows.
Frequently asked questions
What is the LIA (Ledger Insights Agent) Template?
Org-level bill management and expense intelligence. Digitize purchase bills, sales invoices, and expense receipts via OCR; track shared org spend by category, vendor, and GST; all data is isolated per organisation — not visible across orgs. It is a intermediate-level agent template you can customise in Agent Studio.
What does the LIA (Ledger Insights Agent) Template need to work?
It uses Bill Insights, PDF Reader, Bill Analytics. Some tools need your own account or files, which you add when you set the agent up.
Can I change the instructions and tools?
Yes. Everything is editable in Agent Studio before and after you deploy, so you can tune the tone, add tools and restrict what the agent may do.