Receipt-AI

Receipt AI | Manage Receipts with AI and SMS for Busy Traveling Teams

Receipt-AI is an AI-powered receipt management tool designed for businesses, finance teams, and individuals who need to capture, categorize, and upload receipts to accounting software (QuickBooks and Xero) from a mobile device. It emphasizes SMS-based receipt submission, fast processing, and seamless integration with popular accounting platforms to save time and improve accuracy.

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How Receipt-AI Works

1. Take a picture of a receipt and text it to Receipt-AI (SMS) or upload via website/email.
2. Choose a folder/category for the receipt.
3. Receipt-AI automatically extracts key details (date, vendor, tax, total, line items), renames the file, categorizes it, and uploads it to QuickBooks or Xero. You can review and finalize the match.

Optional: Use one-click reconciliation to automatically match the receipt to a transaction in your accounting software.

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Key Use Cases

• Capture receipts on the go via SMS, email, or website upload.
• Auto-extract and categorize expenses to keep Chart of Accounts organized.
• Streamline expense reporting for travelers, field teams, and onsite professionals.
• Achieve faster reconciliation and better visibility into project costs.

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Supported Formats and Reach

• Supported receipt formats: JPEG, PNG, PDF, TIFF, WEBP, HEIC/HEIF.
• 39 languages supported for better accessibility.
• Works with QuickBooks and Xero for automatic uploads and reconciliation.
• Email uploads are supported globally; SMS uploads are currently US/Canada only.

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Security and Privacy

• All receipts and account information are encrypted and protected.
• Data handling focuses on minimizing manual work and preserving confidentiality.

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What It Solves

• Reduces manual data entry and paperwork.
• Improves accuracy in extracting receipt details.
• Speeds up expense reporting and project cost visibility.
• Enables teams to manage receipts while traveling without extra app installations.

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How to Use Receipt-AI

1. Upload Receipts

• SMS: Text a receipt photo to the Receipt-AI number.
• Email: Forward a receipt from your registered email address.
• Website: Drag and drop receipts to the portal.

1. Categorize and Rename

• Choose the appropriate folder/category; Receipt-AI renames files automatically.

1. Sync with Accounting Software

• Receipts are uploaded to QuickBooks or Xero and can be matched to transactions with one-click reconciliation.

1. Reconcile and Review

• Review matches in QuickBooks/Xero and complete the reconciliation.

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Notes and Tips

• You can send up to 3 receipt photos per message; each photo is treated as a separate receipt.
• If you want to include a memo, add it in the SMS text or email subject line.
• SMS-based submission enables receipts to be captured anytime, anywhere without extra apps.

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Core Features

• SMS-based receipt upload (text a receipt photo to Receipt-AI)
• AI-powered data extraction (date, vendor, tax, total, line items)
• Auto-renaming and auto-categorization of receipts
• One-click reconciliation with QuickBooks or Xero
• Automatic upload to accounting software and transaction matching
• Website, SMS, and email receipt intake
• Supports JPEG, PNG, PDF, TIFF, WEBP, HEIC/HEIF formats
• 39 languages supported
• Privacy-focused data protection and encryption
• No app download required (works with existing SMS/email tools)

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Target Audience

• Businesses and finance teams needing efficient expense management
• Traveling professionals and on-site workers who incur receipts regularly
• Accountants and bookkeepers seeking faster reconciliation and reporting