Send the document
Drag a file onto the panel, paste a screenshot with Ctrl+V, or queue a folder of scans. Even HEIC straight off a phone lands, and so do multi-page PDFs.
Drop a photo, a scan or a PDF onto the side panel. Seconds later the vendor, the date, the totals, the tax and every line item are back, ready to copy, or to drop straight into the expense form you already have open.
Runs beside QuickBooks Online, Xero, Wave and FreshBooks.
sample-receipt.jpg620 x 990 px
Three moves, and the accounting tab never has to hand anything over.
Drag a file onto the panel, paste a screenshot with Ctrl+V, or queue a folder of scans. Even HEIC straight off a phone lands, and so do multi-page PDFs.
Every field carries how sure the reader is. A weak read is flagged, a field the paper never printed comes back empty, and the picture sits right beside both.
Copy a field with the button beside it. Or press Fill form, and the panel writes into the expense form in the tab you left open.
Values are copied as printed. Where the document carries nothing, the field stays empty, since a guessed number reads exactly like a read one.
vendor
Merchant or supplier, spelled the way the paper spells it.
date
Document date, normalised to one format across every source.
doc_number
Receipt or invoice number, whenever the document prints one.
doc_type
Receipt, invoice, bill or statement.
subtotal
Amount before tax, checked against the total and the tax line.
tax
Tax amount, with the printed rate where the document shows one.
total
What was actually paid, after discounts.
currency
ISO code, so a euro receipt never reads as dollars.
payment_method
Card, cash, transfer or check.
card_last4
Last four digits, which is what matches a card statement.
category
Suggested expense category, drawn from the vendor and the items.
notes
Anything printed that belongs on the entry, a purchase order among them.
line_items Pro
Each position with quantity, unit price and amount.
duplicate_of Pro
Points at the earlier document when the same paper comes back.
confidence
A number per field, so a weak read is visible before anything is posted.
source image
The page itself, kept beside the data for the audit trail.
Labels on the form in front of you are matched, and each value is written where it belongs. Amount is left in focus, so the last thing you read before saving is the number that matters.
Code a supplier once. From then on a receipt from that supplier arrives already carrying the category, the account, the class and the tax rate you picked.
| Vendor | Category | Account | Used |
|---|---|---|---|
| Northgate Supply | Office supplies | 6100 | 18 |
| Meridian Cloud | Software and subscriptions | 6420 | 11 |
| Harbor Fuel | Vehicle expenses | 6310 | 7 |
Every document stays with its image, searchable by vendor, date or amount. When the same receipt comes back a second time, it is marked before it ever reaches the books.
Free is a working tool rather than a countdown. Pro lifts the ceiling and adds the parts that save the most time.
The path from a photo on your phone to a saved expense, with the two places people lose time.
Two ways to get a receipt into the books, and the jobs each one is actually good at.
What the percentage line means, why it rarely matches the state rate, and how it is read.
15 documents a month, no card, and the library stays yours if you stop.