Receiptor AI is an AI agent that handles your entire receipt and invoice workflow — from capturing documents to exporting them to your accounting software — with as little manual work as possible. Here is the full picture from start to finish.
Receiptor AI works by monitoring the places where your documents arrive. You connect one or more sources and the AI watches them automatically.
Emails — connect Gmail, Outlook, or any IMAP inbox. Receiptor AI scans incoming emails continuously and extracts receipts and invoices as they arrive.
Mobile Scanners (WhatsApp & iMessage) — connect a mobile number and send photos or documents via WhatsApp or iMessage. Each mobile scanner is assigned a name (persona), so documents and interactions are attributed to the right person.
Quick Upload — drag and drop PDF or image files directly into Receiptor AI for one-off uploads.
You can connect multiple sources of each type — for example, three different email accounts and two mobile scanners — all feeding into one workspace. Go to Collect in the left sidebar to manage your connected sources.
Once a source is connected, extraction runs automatically. Here is how the email extraction process works:
Filter — Receiptor AI checks each incoming email against your sender rules (Allowed/Blocked Senders list) and scans for signals that the email contains a financial document.
Analyze — Emails that pass the filter are analyzed for document content: attached PDFs, embedded HTML receipts, images, and forwarded messages.
Extract — The AI reads the document and pulls out every data field: vendor name, date, total amount, tax, line items, currency, payment status, due date, and more.
Auto-categorization — if you have a default chart of accounts set, the AI assigns the best-matching expense category to every document automatically.
Duplicate detection — the AI flags documents that appear to be duplicates of ones already in your workspace, so you do not double-count expenses.
Anomaly detection — unusual amounts, missing fields, or inconsistencies are flagged for your review.
Business entity assignment — if you manage multiple entities, the AI assigns each document to the correct one based on the billing details and patterns it has learned.
Every extracted document appears in the Documents section. From here you can review, edit, filter, search, label, and bulk-act on documents.
CSV export — download a spreadsheet of any set of documents with all fields included.
PDF or ZIP export — download the original files for record-keeping or sharing.
Forward by email — send documents directly to your accountant or any email address.
Xero or QuickBooks — push documents as Bills or Expenses to your accounting software, with the original PDF attached and all fields pre-filled.
Google Drive or Dropbox — save documents to a named folder structure in your cloud storage.
Mercury — attach documents directly to the matching Mercury bank transaction, automatically matched by the AI.
Q: How quickly are documents extracted after an email arrives?
A: Extraction typically happens within a few minutes of an email arriving in a monitored inbox.
Q: Does Receiptor AI access all emails in my inbox, or just the ones with documents?
A: Receiptor AI scans for financial documents only. It applies your Allowed/Blocked Sender filters before analyzing anything and does not read or store content from emails that do not contain relevant documents.
Q: Is my data secure?
A: Yes. Receiptor AI uses OAuth 2.0 for email connections (no passwords stored), encrypted connections for all integrations, and stores your documents securely.
Contact us via the in-app chat or at [email protected].
