AI Receipt Recognition
Uploading a Receipt
To use AI receipt recognition, navigate to the Receipts page and click the Upload button. You can upload a photo taken with your phone or a scanned PDF document. The system accepts common image formats (JPG, PNG) and PDF files. Once uploaded, the AI processing begins automatically.
AI-Extracted Information
The AI analyzes the uploaded receipt and extracts key information including the total amount, date of the transaction, the name of the institution or vendor, and any reference numbers present on the receipt. This information is displayed for your review and can be edited if the AI made any errors.
Automatic Project and Client Matching
The AI compares reference numbers, vendor names, and client hints on the receipt against your existing records to generate project and client suggestions. When the match is strong enough, the project is linked automatically; in suitable cases the client suggestion also carries into the billable expense flow. This removes a large share of manual entry.
Manual Matching
If a receipt cannot be automatically matched to a project, or if the automatic match is incorrect, you can manually assign it. Open the receipt detail, select the correct project from the dropdown, and save your changes. This ensures all receipts are properly linked to the right projects.
Send to Expense Form
Use the "Fill from Receipt" flow in the expense form to select a newly uploaded or waiting receipt. The system carries amount, date, category, description, and any project or client suggestions into the form, so you only need to review and save.
Receipt Statuses
Receipts go through several statuses during processing. Pending means the receipt has been uploaded but not yet processed. Processing indicates the AI is currently analyzing the receipt. Matched means the receipt has been successfully linked to an expense. Failed indicates that the AI could not extract the required information, and the receipt may need to be entered manually. Each receipt can only be linked to one expense at a time. When a linked expense is deleted, the receipt is automatically released and can be linked to a new expense.