Receipt Capture — Included in Every Plan

Stop emailing receipts. Just drop them in.

Upload through the portal, forward from your inbox, or snap a photo on your phone. Our AI reads every receipt — vendor, date, total, tax, category — and logs it automatically. No Dext. No Hubdoc. No QBO add-on. Already included in your plan.

Dext charges $30–$65/month for the same thing. Ours is already included.
How It Works

Three ways to get receipts in

Whichever way fits your workflow — we process it the same way, instantly.

Upload in Portal

Drag and drop receipts directly into your dashboard — JPG, PNG, PDF, HEIC. Upload one at a time or select multiple at once.

  • Drag & drop anywhere on the page
  • Select multiple files at once
  • Supports JPG, PNG, PDF, HEIC/HEIF
  • Up to 20 MB per file
  • Processing starts within seconds
Most Popular

Forward by Email

Every account gets a unique email address (e.g. your-biz-abc123@bookkeeping.business). Forward receipts directly — from anywhere.

  • Dedicated address per organization
  • Forward from Gmail, Outlook, Apple Mail
  • Attach multiple receipts per email
  • Works with email rules & auto-forwards
  • No login needed — just forward and forget
Pro tip:Set up an auto-forward rule in Gmail or Outlook so any emailed receipt goes straight to your inbox — zero manual effort.

Snap on Your Phone

Open your portal on mobile, tap Upload, and take a photo of your receipt right there. Works with paper receipts, invoices, and printed statements.

  • Mobile-optimized upload interface
  • Tap to open camera directly
  • Paper & printed receipts both work
  • HEIC photos from iPhone supported
  • No app download required
On the Roadmap

WhatsApp & Telegram receipt upload — coming soon

Forward receipts directly from WhatsApp or Telegram to your dedicated bot. Same AI extraction, zero extra steps. No app download, no login — just send and forget.

AI Extraction

AI reads the receipt. You do nothing else.

The moment a receipt comes in — via upload, email, or photo — our AI model processes it and extracts structured data automatically. No manual data entry. No tagging. No follow-up emails from your bookkeeper.

Vendor Name

Identifies the merchant or vendor from any receipt format — printed, handwritten, or digital PDF.

Transaction Date

Reads the purchase date off the receipt and stores it against the correct accounting period.

Total Amount

Extracts the total paid — including line items, tips, and any partial amounts on split receipts.

Tax Breakdown

Pulls out sales tax, VAT, or HST separately so it maps correctly to your tax accounts.

Expense Category

Auto-categorizes into standard chart-of-accounts buckets: meals, travel, office supplies, utilities, and more.

Full Audit Trail

Every receipt is timestamped, sourced (upload/email), and stored with the original file for 12 months on paid plans.

Powered by Claude AI + GPT-4o — not a basic OCR scanner

We use large language models — the same technology behind Claude and ChatGPT — to read receipts, not just pixel-match text. This means it works on wrinkled receipts, photos taken at an angle, foreign currencies, handwritten notes, and complex multi-line invoices. It understands context, not just characters.

The Old Way vs. Our Way

No more “can you send me that receipt?”

Traditional bookkeepers constantly follow up by email asking clients to send missing receipts. You forward one, they ask for another. You forget one, they send a reminder. It's a loop that wastes everyone's time.

With receipt capture built into our platform, everything flows automatically. Your receipts arrive — by whatever method you prefer — get processed, categorized, and matched to your books. Your bookkeeper sees them the moment they come in. No chasing. No email threads. No back-and-forth.

No more back-and-forth receipt request emails
Bookkeeper sees receipts in real-time — no delays
Every receipt linked to a transaction in your books
Full log of what came in, when, and from which source
Audit-ready documentation stored for 12 months

The old way — manual & slow

Bookkeeper emails: "Missing receipt for $148 on Oct 3"
You search your inbox, forward it
Two days later: "One more missing — the Home Depot run"
You dig through your wallet, take a photo, email it
Month-end books delayed waiting on missing receipts
Tax season: scrambling to find 9-month-old paper receipts

Our way — automatic & logged

Receipt arrives (upload / email forward / photo)
AI reads it in seconds — vendor, date, amount, category
Bookkeeper sees it immediately in portal
Matched to the right transaction in your books
Stored with timestamp, source, and original file
12 months of clean, searchable receipt history
Why It Matters

What Dext, Hubdoc & QBO charge extra for

Receipt capture is a core bookkeeping function. Treating it as an add-on is how software companies extract more money from small businesses. We disagree.

FeatureDext / HubdocQBO ReceiptBookKeeping.business
Receipt upload (portal)
Email forwarding
Phone photo capture
AI data extractionBasic
Vendor / date / total / tax / categoryPartial
Searchable receipt history
Direct bookkeeper access
Included in bookkeeping plan
Monthly Cost$30–$65/mo extra$10–$20/mo extra$0 extra — included
Included With Your Plan

Receipt credits by plan

Each plan includes a monthly receipt credit allowance. Credits reset every month on paid plans. Free accounts get 20 receipts total to try the feature before upgrading.

Free

20

receipts total

Lifetime cap

Essentials

100

receipts / month

Resets monthly

Popular

Growth

300

receipts / month

Resets monthly

Enterprise

500

receipts / month

Resets monthly

Data retention

Paid plans: 12 months of receipts stored. Free accounts: 30 days.

Dedicated email address

Every organization gets its own unique receipt email — auto-provisioned on signup.

Your books. Your receipts. One place.

Sign up free and send your first 20 receipts in. No Dext account needed. No add-on required. Just forward them.