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How to use ✨ SparkAgent ✨ – Introduction and examples

This article covers how to use SparkAgent, our agentic AI assistant for handling your finances.

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Written by Jukka Tupamäki
Updated over a week ago

SparkAgent is an AI agent that you can chat with in the SparkReceipt web app and mobile app.

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

  • Add, remove and update document tags

  • Find anomalies, duplicates or other errors in your uploaded documents

SparkAgent asks for approval if it wants to update your data.

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

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.

Examples

Example 1: How to 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: How to 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.

If the search produced results, SparkAgent asks you for approval to add the tags.

Example 3: How to 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.

SparkAgent's known limitations – September 2025

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

Here is a list of limitations that restrict what you can do with SparkAgent:

  • Document categories cannot be updated with SparkAgent

  • Line items cannot be updated with SparkAgent

  • Line item categories cannot be updated with SparkAgent

  • Search is limited to 1000 documents at once – if you have more than 1000 documents, ask to perform search in smaller batches e.g. month by month

  • 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.

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