Expense Categorization

    Categorize Expenses Instantly with AI

    Snap a photo, forward an email, or upload a batch — our AI categorizes every receipt against your chart of accounts with 95% accuracy.

    Receipts In, Categories Out

    Let AI handle the tedious work of sorting and categorizing every business expense

    AI-Powered Categorization

    Automatically map receipts and expenses to the correct chart of accounts with 95% accuracy — learning your preferences over time.

    Scan from Anywhere

    Snap a photo, forward an email, or upload a PDF. Our AI processes receipts in any format from any source.

    95% First-Pass Accuracy

    Reduce manual review to only the edge cases. The AI handles routine categorization so your team focuses on exceptions.

    From Receipt to Record in Seconds

    Every expense is extracted, categorized, and scored — so your team reviews only the exceptions while the AI handles the rest.

    • Bulk Processing

      Upload hundreds of receipts at once. The AI processes them in parallel, categorizing and extracting amounts, vendors, and dates.

    • Custom Chart of Accounts

      Map to your specific chart of accounts structure. The AI learns your naming conventions and category preferences.

    • Email Forwarding

      Forward receipt emails directly to a dedicated inbox. They're automatically processed and categorized without manual upload.

    • Confidence Scoring

      Every categorization includes a confidence score. High-confidence items auto-approve; low-confidence items queue for review.

    app.pumpkin.cloud/expenses

    Categorized Expenses

    47 processed today
    Office Depot$142.87
    Office Supplies
    98%
    Delta Airlines$489.00
    Travel - Airfare
    96%
    Uber Eats$34.52
    Meals & Entertainment
    89%
    Shell Gas Station$62.40
    Vehicle Expenses
    94%

    Who It's For

    Designed for accounting professionals who categorize hundreds of transactions weekly

    Bookkeeping Firms

    Categorize client expenses at scale without spending hours on data entry.

    CPA Practices

    Speed up tax prep with pre-categorized expenses ready for Schedule C and business returns.

    Small Business Owners

    Keep books current effortlessly — just snap photos of receipts as you go.

    Property Managers

    Track property-level expenses across multiple entities with automatic categorization.

    app.pumpkin.cloud/expenses/receipt/R-1042

    Receipt Detail — Uber Eats

    Vendor

    Uber Eats

    Amount

    $34.52

    Date

    Mar 7, 2026

    Tax

    $2.84

    AI Suggested Category

    Meals & Entertainment
    89% confidence

    Alternatives

    Client Meals
    Office Meals
    Marketing

    One-Click Corrections, Smarter Over Time

    When the AI isn't sure, it shows you alternative categories ranked by likelihood. One click to approve or re-categorize — and the AI remembers your choice for next time.

    The more you use it, the smarter it gets. After a few weeks, most firms see accuracy climb above 97% as the AI learns vendor-specific and client-specific patterns.

    Frequently Asked Questions

    How does the AI learn my chart of accounts?

    During setup, you connect your accounting software or upload your chart of accounts. The AI maps categories immediately. As you approve or correct categorizations, it learns your specific preferences and improves over time.

    What receipt formats are supported?

    We support photos (JPG, PNG, HEIC), PDFs, scanned images, and email attachments. Receipts can come from any source — phone camera, email forwarding, scanner, or file upload.

    Can it handle receipts in different languages or currencies?

    Yes. The AI recognizes receipts in multiple languages and handles currency conversion automatically. This is especially useful for firms with clients who travel internationally.

    How does bulk processing work?

    Upload a batch of receipts in any format. The AI identifies each receipt, extracts vendor name, date, amount, and tax, then categorizes each one against your chart of accounts. Results appear in a review queue within minutes.

    Does it integrate with QuickBooks, Xero, or other platforms?

    Yes. We integrate with QuickBooks Online, QuickBooks Desktop, Xero, FreshBooks, and other popular accounting platforms. Categorized expenses sync directly to your books.

    Ready to Automate Expense Categorization?

    Stop sorting receipts manually. Let AI handle the categorization while you focus on advisory work.