Scanning a Receipt

Tip

Prefer watching over reading? The AI Receipt Scanner ✨ video tutorial demonstrates the full upload, review, and posting flow.

How to Scan a Receipt

1. Open the scanner

   Click Scan Receipt on the dashboard top bar or the journal entries page. A modal will open.

2. Upload your receipt

   You have three options:

   • Drag and drop a file onto the upload area
   • Click “Choose file” to browse your device
   • Click the camera button (mobile only) to take a photo directly

3. Wait for AI processing

   The scanner will show progress: “Compressing image…” followed by “Analyzing receipt…”. This typically takes 10–30 seconds.

4. Review the parsed results

   The preview shows:

   • Date — when the transaction occurred
   • Description — vendor/merchant name
   • Line items — GL code, account name, debit, and credit for each line
   • Review reasons — any items the AI flagged for your attention

5. Choose your action

   • Click Edit & Post to open the journal entry form with all fields pre-filled
   • Click Discard to go back and try a different receipt

6. Review and submit

   The pre-filled journal entry form opens in expert mode. You can edit any field before posting.

Mobile Scanning

On mobile devices, a dedicated camera button opens your device’s rear camera directly. This is the fastest way to capture receipts:

1. Tap Scan Receipt
2. Tap the camera icon
3. Point your camera at the receipt and take a photo
4. The photo is automatically compressed and sent for analysis

Tip

For best results, hold your phone steady and ensure the entire receipt is visible. Good lighting and a flat surface help the AI read the text accurately.

What Happens Behind the Scenes

When you upload a receipt:

1. Image compression — Large photos are compressed to max 1 MB (PDFs are sent as-is)
2. AI analysis — The system tries up to 5 different AI models if needed
3. Validation — The AI checks that debits equal credits and GL codes exist in your Chart of Accounts
4. Self-correction — If the AI makes a mistake, it receives feedback and corrects itself automatically
5. Storage — When you post the entry, your receipt image is saved securely with the journal entry (nothing is stored during scanning)