The Shoebox Problem
Every bookkeeper has the client who turns up in April with a grocery bag. Somebody has to sort it, and that somebody has been billing at their hourly rate.
Mapped to Your Chart of Accounts
Receipts land in the right account at 95% accuracy on the first pass, and it picks up your habits as you correct the ones it misses.
However the Receipt Arrives
A phone photo at a bad angle, a forwarded confirmation email, a PDF, a scanner dump of forty pages. All of it gets read.
95% First-Pass Accuracy
Which means somebody looks at the 1 in 20 that's genuinely ambiguous. Client meal or staff meal. That's a judgment call, and it stays one.
Extracted, Then Scored
Each expense comes back with a category and a number attached to how sure the AI is about it. Your team works the exceptions. Nobody reviews the Office Depot receipt for the fortieth time this quarter.
- Bulk Processing
Hundreds at a time, in parallel, with vendor, date, amount, and tax pulled from each one.
- Your Accounts, Your Names
It maps to your structure rather than a generic one, and it learns that you call it Vehicle Expense while the software wanted to call it Auto.
- Email Forwarding
Forward receipts to a dedicated address and they process themselves. Clients can forward straight in too, which is where the real hours come back.
- Confidence Scoring
High-confidence items post. Low-confidence items queue. Your team gets a short list instead of a spreadsheet to audit line by line.
Categorized Expenses
Who It's For
Anyone whose week includes categorizing hundreds of transactions by hand
Bookkeeping Firms
Categorize client expenses at volume without a person spending Thursday on data entry.
CPA Practices
Show up to a Schedule C with expenses already sorted instead of sorting them during the appointment.
Small Business Owners
Photograph the receipt in the parking lot and forget about it. That's the whole workflow.
Property Managers
Property-level expenses across entities, categorized without keeping a mental map of which building bought what.
Receipt Detail: Uber Eats
Vendor
Uber Eats
Amount
$34.52
Date
Mar 7, 2026
Tax
$2.84
AI Suggested Category
Alternatives
Corrections It Remembers
When it isn't sure, it offers the alternatives ranked by likelihood. One click approves or reassigns, and that choice sticks for the next receipt from the same vendor.
Most firms watch accuracy climb above 97% after a few weeks as it picks up vendor and client patterns. It won't reach 100%, and any vendor telling you otherwise hasn't met your Uber Eats problem.
Frequently Asked Questions
How does the AI learn my chart of accounts?
You connect your accounting software or upload the chart during setup, and it maps categories immediately. From there it watches your corrections. Correct the same vendor twice and it stops asking.
What receipt formats are supported?
Photos (JPG, PNG, HEIC), PDFs, scanned images, and email attachments. Phone camera, forwarded email, scanner, direct upload. The faded thermal receipt from a gas pump is the one honest weak spot, and those come back flagged rather than guessed.
Can it handle receipts in different languages or currencies?
Yes. It reads receipts in multiple languages and converts currency automatically, which matters more than you'd expect for firms with clients who travel.
How does bulk processing work?
Upload a batch in any format. Each receipt gets identified, the vendor, date, amount, and tax get extracted, and everything gets categorized against your chart. Results land in a review queue within minutes.
Does it integrate with QuickBooks, Xero, or other platforms?
Yes. QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, and the others you'd expect. Categorized expenses sync to your books after approval, not before.
Who can see the receipts once they're uploaded?
Your team, at the permission level you set, and nobody else. Files are encrypted in transit and at rest, every view is logged, and receipt images aren't used to train models. If a client asks where their data lives, you have a straight answer to give them.
