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.
Step 1: Connect Your Sources
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.
Step 2: AI Extracts Your Documents
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.
Step 3: AI Processes and Categorizes Documents
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.
Step 4: Manage Your Documents
Every extracted document appears in the Documents section. From here you can review, edit, filter, search, label, and bulk-act on documents.
Step 5: Export and Integrate
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: match an existing purchase first, attach the source document, and create the right accounting record only when needed. If Receiptor cannot make a safe decision, the export pauses for your review.
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.
Common Questions
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.
Support
Contact us via the in-app chat or at [email protected].