---
title: "Getting Started with Receiptor AI"
description: "Welcome to Receiptor AI! This guide walks you through setting up your workspace, connecting your first data sources, and processing your first documents. By the end, you'll see how quickly Receiptor AI can organize and extract information from your receipts and invoices."
url: https://help.receiptor.ai/en/articles/12087616-getting-started-with-receiptor-ai
collection: "Getting Started"
updated: 2026-11-05
language: en
---

# Getting Started with Receiptor AI

Welcome to Receiptor AI! This guide walks you through setting up your workspace, connecting your first data sources, and processing your first documents. By the end, you'll see how quickly Receiptor AI can organize and extract information from your receipts and invoices.

You've finally decided to implement an AI agent to automate your receipt and invoice workflow: collection, processing, management, and export. Here's what you need to do right after you [sign up](https://app.receiptor.ai/sign-up):

## Step 1. Set Up Your Workspace

During the signup flow, you'll be asked to **name your Workspace** and **choose its preferred currency**. Each workspace is an isolated environment where you can connect different sources, keep your documents separate, and set different settings. We recommend filling at least:

-   **General & Business Setup**
    
-   **Chart of Accounts** → See more.
    
-   **Business Entities** (if you need them) → [See more](https://help.receiptor.ai/en/articles/12087608-understanding-business-entities-in-receiptor-ai.md).
    

You can create multiple of them to manage different clients or businesses, but we recommend setting one first.

If you want to know more about Workspaces and how to set them up, see [this article](https://help.receiptor.ai/en/articles/12087603-how-to-create-and-manage-your-organization.md).

![](https://staticfiles.gleap.io/gattachments/ZngaC3RXmldfB99qAJLv6iKW48ZWH5mKDD2A1hhoMgkr4a8pp7QkNKsoL1ExYz3DIDdvxzSiRZi.png)

## Step 2. Connect Your Mailbox

1.  Navigate to **Collect** → [**Emails**](https://app.receiptor.ai/sources/accounts).
    
2.  Click **Add Email Account** and authenticate with Google, Microsoft, or IMAP. [See more](https://help.receiptor.ai/en/articles/12087600-how-to-connect-my-email-inbox-to-receiptor-ai.md).
    
3.  Enable and configure **Continuous Monitoring**. [See more](https://help.receiptor.ai/en/articles/12087605-how-to-start-continuous-monitoring-to-stay-organized-with-ongoing-expenses.md).
    

![](https://staticfiles.gleap.io/gattachments/XeDX00fTJVxFHLTziG69LLf7SwtxHD9eVJSCSjzmhFD0fpg2p5Vg1mfDP9HJDqRNotmw1zl9XbJ.png)

### What happens next?

Receiptor AI continuously scans new emails to extract all relevant documents and place them in your [Documents section](https://app.receiptor.ai/documents).

## Step 3. Run a Retroactive Extraction (Optional)

If you need to catch up on past documents, or if you'd like to test the performance of Receiptor AI directly, you can run a **Retroactive Extraction**, which will scan your past emails and extract all relevant documents.

1.  In the [**Retroactive section**](https://app.receiptor.ai/retroactive), select an inbox and a date range.
    
2.  Open '**Advanced Options**' to select your search preferences (specific mailbox, document types, formats, sender filters). [See more](https://help.receiptor.ai/en/articles/12087604-how-to-retrieve-past-documents-from-my-mailbox-with-retroactive-extraction.md).
    
3.  Request a quote, review the volume and cost, and proceed. If you want to **try for free**, we always offer a **1-month free retroactive extraction** in your first Workspace.
    

![](https://staticfiles.gleap.io/gattachments/dYI3RYmuvAW1cjTAlq5fskuR4x8GRVuAmi3qr9NlAhjQg8FB2r0BUZEFyRhPdUgpU2navyhky0N.png)

### What happens next?

Receiptor AI processes past emails and brings historic receipts into your [Documents section](https://app.receiptor.ai/documents).

## Step 4. Add Mobile Scanners (WhatsApp)

If you need to snap paper receipts or physical documents, you can add mobile scanners. It will give you access to a 'Receiptor AI' contact on WhatsApp, where you can send photos or documents.

1.  Go to **Collect** → [**Mobile Scanners**](https://app.receiptor.ai/sources/mobile-scanners).
    
2.  Enter a mobile number; Receiptor AI will send a WhatsApp message.
    
3.  From WhatsApp, send photos of receipts. The AI imports them and asks for retakes if unclear. [See more](https://help.receiptor.ai/en/articles/12087601-how-to-send-receipts-via-whatsapp-mobile-scanner.md).
    

![](https://staticfiles.gleap.io/gattachments/qQ7YQ5rloNWshWOEVFlIEvWhuiwWRwhQliANb0iBynsB6SUycURV3Bs0fmPC69OimJ2xO4fNwYt.png)

## Step 5. Upload Documents Manually (Optional)

If you need to add additional documents, you can use the **Quick Upload** function to drag-and-drop PDF or image files (up to 10 MB each). The AI automatically extracts data from the uploaded documents.

![](https://staticfiles.gleap.io/gattachments/d5wvPzCFD1HBlnEZCJKEfljMxcHXRDcKjhY6jokH3epItYuXSnVS8u2w0wwYzCkgiozWREXO06Y.png)

## Step 6. Review Your Documents

1.  Go to the [**Documents section**](https://app.receiptor.ai/documents).
    
2.  Use filters or the search bar to find specific documents.
    
3.  Click a vendor name to open document details and see the PDF preview. [See more](https://help.receiptor.ai/en/articles/12087607-how-to-use-the-documents-section-filter-edit-and-manage-documents-in-bulk.md) about using the documents section.
    

![](https://staticfiles.gleap.io/gattachments/NXjBVVCgCLlLHwcLaEBlvpZnRiGopzFBeqD6CavtZVud3pXAAjwxPOxHS0mRmbbglZUApwKYCd4.png)

## Step 7. Export Your Documents

1.  Select one or more documents.
    
2.  Click **Export All** and choose your format:
    
    -   **CSV** – pick from pre-defined or custom templates. [See more](https://help.receiptor.ai/en/articles/12087612-how-to-export-my-documents-in-csv-or-pdf.md).
        
    -   **PDF/ZIP** – consolidate documents or create individual files with structured folders. [See more](https://help.receiptor.ai/en/articles/12087612-how-to-export-my-documents-in-csv-or-pdf.md).
        
    -   **Email forward** – enter recipient addresses. [See more](https://help.receiptor.ai/en/articles/12087615-how-to-forward-documents.md).
        
    -   **Integrations** – send data to Google Drive, Dropbox, Xero, or QuickBooks. [See more](https://help.receiptor.ai/en/collections/4537253-export-and-integrations).
        

![](https://staticfiles.gleap.io/gattachments/UkyFuRbUadFzFPFkc9BAZvKNB6HwBqAGay4h648M2Yk3BgCFxHLbCfBwu8bbx4zwvfcgymZQWvY.png)

### What happens next?

You receive your data and files in the selected destination. All exports can be tracked in your [Exports History section](https://app.receiptor.ai/exports-history).

## Step 8. Invite Team Members and Set Roles

1.  Under **Workspace Settings** → **Members**, click **Invite Member**.
    
2.  Enter the user's email, and choose their role (Admin, Member, Accountant, Guest). [See more](https://help.receiptor.ai/en/articles/12087603-how-to-create-and-manage-your-organization.md).
    
3.  Send the invitation.
    

![](https://staticfiles.gleap.io/gattachments/VkX5RP8B5RWeVA0Gunqdl445ahI1mhG7AYQuwQSfH8Y3qO5UXzffJxvcJuIEO8W3EUU3v9X90mm.png)

### What happens next?

Invited members receive an email to join your workspace with their assigned permissions.

* * *

## Ready to Go!

You're now set up with Receiptor AI. To go further in using this AI to automate your receipt workflow, we recommend exploring:

-   How to create custom Automations to manage your documents
    
-   How to handle AI Agent Memories
    
-   How to integrate Receiptor AI with your existing workflow
    

## Common Questions

**Q: What file types and sizes can I upload or email to Receiptor AI?**

A: Supported formats include PDFs and images (JPEG, PNG) up to 10 MB each. If your documents are larger or in another format, you should export them to PDF or an image and then upload.

**Q: Can I connect multiple email accounts or workspaces during setup?**

**A:** Yes. You can add multiple email inboxes under **Collect** → **Emails**, and you can create additional workspaces for different clients or business entities.

**Q: How does retroactive extraction pricing work?**

**A:** Retroactive scans are priced based on the volume of emails and the date range you select. You'll see a quote before running the extraction.

**Q: How do I set up or import my chart of accounts quickly?**

**A:** Go to **Workspace Settings** → **Chart of Accounts**. You can create it manually, import from CSV, let the AI generate one, or import from Xero/QuickBooks.

**Q: What if Receiptor AI misreads or miscategorizes a document?**

**A:** Open the document in the **Documents** section, edit the incorrect fields, and save. These corrections train the AI for future accuracy.

**Q: How can I invite my accountant or team members during setup?**

**A:** From **Workspace Settings** → **Members**, click **Invite Member**, enter their email, choose a role (Admin, Member, Accountant, or Guest), and send the invitation.

## Support

If you run into issues while getting started, please contact us at [**info@receiptor.ai**](mailto:info@receiptor.ai) or via the in‑app chat.