Memories serve two purposes.
First, they let the AI progressively learn your document management patterns and behavior — you do not need to teach it anything. It watches how you work and learns on its own.
Second, they handle edge cases: things the AI cannot know without context, like how your business categorizes a specific type of expense or which vendor should always be flagged a certain way. By observing your behavior over time, it builds that context automatically.
The result: the more you use Receiptor AI, the less you need to manage it.
Every time you manually change a field on a document — updating a label, reassigning a category, correcting a vendor name — Receiptor AI logs that edit. Over time it detects patterns: if you always assign a specific category to receipts from a particular vendor, it will surface a suggested rule to do that automatically going forward.
These suggested rules are called Memories. They are not active until you accept them.
Click Memories in the left sidebar. The page is split into two sections:
Suggested Memories — rules the AI has proposed based on detected patterns. Not yet active. You can approve or reject each one.
Active Memories — rules you have previously approved. These are running and applying to new documents. You can edit or archive any of them at any time.
Click on any memory — suggested or active — to open its detail view. You will see:
Conditions — the criteria that trigger this memory, such as a specific merchant name, a payment method, or an amount range.
Actions — what the AI will do when those conditions are met, such as assigning a category, applying a label, or marking a document as recurring.
Evidence — the past documents that led the AI to suggest this rule. This shows you exactly what behavior the AI observed and why it made the suggestion.
To activate a suggestion, click Approve. The rule is saved and will apply to all future documents that match the conditions.
To dismiss a suggestion, click Reject. The suggestion is removed. The AI may resurface a similar one later if the pattern continues.
You are always in control. No Memory becomes active without your approval.
Memories | Automation Rules | |
|---|---|---|
Created by | AI, based on your edits | You (manually or with AI Generator) |
Requires approval | Yes — you approve or reject | N/A — you define and save them yourself |
Trigger | Detected behavior pattern | Your chosen trigger |
Best for | Catching patterns, handling edge cases | Intentional, pre-planned workflows |
Both result in the same kind of automation rule under the hood. Accepted Memories appear alongside your other active memories and can be edited or archived at any time.
Correct documents consistently. The more uniform your edits are, the faster the AI detects a pattern.
Edit at the field level. Changing a category or label directly in the document detail view gives the AI clearer signal than bulk edits.
Be patient with new accounts. The AI typically needs to observe a pattern several times before surfacing a suggestion. The more you use Receiptor AI, the smarter it becomes.
Review Memories regularly. Check the Memories section weekly and approve anything useful. This reduces the manual work you need to do over time.
Q: How many edits does the AI need before suggesting a rule?
A: There is no fixed number. The AI weighs consistency and frequency. A pattern you repeat across many documents will surface faster than one observed just a few times.
Q: Can I edit a Memory suggestion before accepting it?
A: Yes. Click on the suggestion to open it, make any adjustments to the conditions or actions, then approve it.
Q: Will the AI apply a Memory to past documents?
A: No. Approved Memories apply to new documents going forward. To apply a rule retroactively, you can bulk edit your documents.
Contact us via the in-app chat or at [email protected].
