Typing up receipts by hand costs time and invites mistakes, especially when they pile up and only get entered at month end.
A photo or a PDF goes straight into the application, or the invoice simply gets mailed to the shared inbox. Extraction reads the details and creates a draft booking that gets checked before it is taken over. The original always stays archived, and every document is sorted into the right category first.
This already runs in a live bookkeeping platform: a photographed or mailed receipt becomes a reviewable draft, proven across a full business year in real operation.
What ports as-is
- The whole chain: receipts can be dropped anywhere in the application by drag and drop
- Automatic extraction reads the details off the receipt
- The original gets archived
- A receipt only enters the trusted data after review
- Every document is automatically sorted into the right category
- A mailbox is checked continuously for new receipts, with mail bodies rendered as PDF too
- A guided wizard walks through the import
- Covered end to end by automated tests
What we build for you
- What fields a record ends up with
- How each document type gets read
- The list of categories and where they route
- The shared mailbox and its permission
- Where the archived originals are stored
- The rule for who reviews a receipt before it is taken over
