System and method for generating consolidated data for electronic documents

A non-transitory computer readable medium having stored thereon instructions for causing a processing circuitry to perform a process, the process comprising:

• analyzing a first electronic document to determine at least one transaction parameter, the first electronic document indicating a transaction including at least one expense, wherein the first electronic document includes at least partially unstructured data;
• creating a template for the first electronic document, wherein the template is a structured dataset including the determined at least one transaction parameter;
• retrieving, based on the template, a second electronic document, wherein the second electronic document indicates evidence of the transaction;
• determining at least one deductible expense of the at least one expense based on at least one deduction rule, the template, and the second electronic document;
• and
• generating consolidation metadata based on the determined at least one deductible expense.

A system for generating consolidated data based on electronic documents, comprising:

• a processing circuitry;
• and
• a memory, the memory containing instructions that, when executed by the processing circuitry, configure the system to:
• analyze a first electronic document to determine at least one transaction parameter, the first electronic document indicating a transaction including at least one expense, wherein the first electronic document includes at least partially unstructured data;
• create a template for the first electronic document, wherein the template is a structured dataset including the determined at least one transaction parameter;
• retrieve, based on the template, a second electronic document, wherein the second electronic document indicates evidence of the transaction;
• determine at least one deductible expense of the at least one expense based on at least one deduction rule, the template, and the second electronic document;
• and
• generate consolidation metadata based on the determined at least one deductible expense.