In the bustling business world, time is a currency we're always in pursuit of saving. Amidst the countless tasks that fill our days, managing receipts, invoices, and bills often falls by the wayside, leading to a scramble come tax season or financial review time. Enter Receiptor AI, your digital ally in transforming this chaotic paper trail into a streamlined, accountant-ready report. Specifically designed for Outlook users, Receiptor AI not only simplifies the extraction process but also ensures that every document is automatically categorized and, if needed, forwarded to other accounting systems.

Here's how you can harness the power of Receiptor AI to save not just time but also ensure precision in your financial documentation.

Getting Started with Receiptor AI

The journey to financial organization begins with a few simple steps:

Create an Account: Visit the Receiptor AI website and sign up using your email and password. This is your first step towards automating the extraction of your financial documents.
Connect Your Yahoo Mail: Navigate to the 'Accounts' page on the Receiptor AI dashboard. Here, you'll see the option to 'Add an account.' Select 'IMAP' to proceed.
Configure IMAP Settings: Input your Outlook email address and generate an app password (with assistance available if needed). Set the host as outlook.office365.com and use the default port of 993. Click "Save" to finalize the connection.

With your Outlook now linked to Receiptor AI, you're ready to dive into the world of automated document extraction.

Your Two Paths to Clarity and Organization

Receiptor AI offers two powerful options to manage your financial documents:

Retroactive Extraction: Ideal for those looking to organize past transactions, this feature allows you to extract documents from the last 30 days for free directly from your dashboard. It's a great way to witness the efficiency of Receiptor AI in action.
Real-Time Monitoring: If an ongoing organization is what you seek, the real-time monitoring feature will be your best friend. Starting with a 7-day auto-canceling free trial, Receiptor AI will immediately extract any incoming financial documents, ensuring your reports are always up to date.

Retroactive Extraction

What it allows: Extract and organize financial documents from your past emails (e.g., last financial year).
Cost: $0.03 per email analyzed, one-off payment, no subscription required.
Free trial: 30 days of free extraction available from the Dashboard.
Ideal for: Responding swiftly to accountants' requests for receipts and invoices or preparing for audits.

Real-Time Monitoring:

What it allows: Automatically extracts and organizes new financial documents as they arrive in your inbox.
Cost: Starting at $19 per month, subscription-based.
Free trial: A 7-day auto-canceling trial is available to test the service.
Ideal for: Continuous, up-to-date organization of financial documents.

The Receiptor AI Advantage

The beauty of Receiptor AI lies in its simplicity and the massive time savings it offers. Business owners, SMEs, accountants, and bookkeepers can now redirect their focus from tedious manual entry to more strategic activities. Whether it's a retroactive dive into the past year's financials or setting up a vigilant watch over your inbox for new transactions, Receiptor AI adapts to your needs.

In essence, integrating Receiptor AI into your Outlook is not just about automating a process; it's about reclaiming your time and ensuring that every financial decision is backed by precise, organized data. So, why wait? Take the first step towards transforming your financial document management today with Receiptor AI.