1
Read the source document
Extract merchant, dates, totals, tax, payment details, line items, and other available evidence from the receipt or invoice.
AI document processing and categorization
Turn receipts and invoices into categorized records.
Receiptor extracts the accounting detail, checks the numbers, and categorizes each expense against your business's chart of accounts. When the answer depends on context only you know, it asks.
Line items and tax details
Your chart of accounts
Questions instead of guesses
Cloud hosting invoice
Original PDF attached
- Merchant
- Example Cloud Ltd
- Invoice date
- 2026-09-18
- Subtotal
- $120.00
- Tax
- $12.00
- Total
- $132.00
Category
Software and subscriptions
Matched to this entity's chart of accounts
If the business purpose is unclear, ask before choosing an account.
Illustrative document and fields. Actual results depend on the source document and configured accounting context.
The workflow
Read the document first. Apply accounting context second.
Source facts and accounting judgments are different jobs. Receiptor preserves that distinction so a clean extraction does not become an unsupported category choice.
2
Check the accounting detail
Validate document and line-item calculations, preserve the original file, and keep related evidence connected.
3
Categorize in business context
Use the assigned entity, its chart of accounts, workspace preferences, and prior confirmed decisions to choose an expense account.
4
Review, answer, or continue
A clear result can move forward. Missing business context becomes a focused question instead of a fabricated answer.
Document extraction
More than a merchant, date, and total.
Keep the detail needed to review a real business document, including the original evidence it came from.
Merchant identity, address, website, and tax ID when present
Document number, transaction date, invoice date, due date, and billing period
Subtotal, discounts, tax, total, paid amount, and amount due
Currency, payment status, payment method, and available card or account ending
Line items, quantities, unit prices, discounts, taxes, and additional charges
Recipient or billed legal entity and available location or travel evidence
Validation and review
Keep the evidence, checks, and corrections together.
Calculation checks
Receiptor checks whether line items, subtotal, discounts, tax, and total reconcile. Validation issues stay visible for review.
Related-document context
Receipts, invoices, credit notes, refunds, and payment evidence can remain linked instead of being flattened into unrelated files.
Original evidence beside the data
Review the source image or PDF with the extracted fields, correct details, download the original, or reprocess the document.
International document support
The extraction workflow is language-agnostic and handles international currencies. Currency conversion is a separate workflow.
Expense categorization
Categorize against your books, not a generic keyword list.
Receiptor can use the assigned legal entity, its chart of accounts, workspace preferences, and confirmed context from earlier decisions. You can still review or change the result before export.
More context needed
What was this purchase for?
Answer in Receiptor
Reply through WhatsApp
Leave uncategorized
Archive the request
Supply the missing context and categorization can resume. Confirmed context remains reviewable.
Frequently asked questions
Document processing and categorization, explained.
What information can Receiptor extract from a receipt or invoice?
Depending on the source document, Receiptor can extract merchant and recipient details, document identifiers, dates, subtotal, discounts, tax, total, payment details, currency, line items, and related accounting evidence. Review the extracted record before using it in your books.
Does Receiptor extract line items and tax?
Yes, when those details are available on the document. Receiptor can preserve line descriptions, quantities, prices, discounts, and tax detail, then check whether the line and document totals reconcile.
How does automatic expense categorization work?
Receiptor categorizes against the chart of accounts and business context configured for the document's workspace and assigned legal entity. Explicit mappings, workspace preferences, and prior confirmed decisions can also inform the result.
What happens when Receiptor is not sure which category to use?
Receiptor can create a focused context request instead of guessing. You can answer in the app or through a configured WhatsApp workflow, leave the document uncategorized, or archive the request. Categorization can resume after the missing context is supplied.
Can I correct extracted data or categorization?
Yes. You can review and edit document fields, change the category or legal entity, and reprocess a document when the extraction needs another pass. The original file remains available alongside the record.
Does Receiptor support documents in other languages and currencies?
The extraction workflow is designed for documents across languages and international currencies. Results still depend on the source document, and converting one currency into another is a separate capability from reading and normalizing the document.
Can categorized documents go to Xero or QuickBooks?
Yes, with a configured integration and eligible plan. Review the document and accounting setup, then use the Xero or QuickBooks workflow to match or create the appropriate accounting record with its source evidence.
Turn source documents into records ready for review.
Start with a connected source or upload, then keep the extracted detail, category, and original evidence together.