Receiptor AI use cases

Collect the documents your bookkeeping depends on, without the chasing.

Choose a workflow for managing your own books, preparing client records, or keeping several legal entities separated. Receiptor collects, processes, and organizes the supporting documents before they move into accounting.

Start a free trialExplore all features

Business-owner workflow

Accountant workflow

Multi-entity workflow

Start with your workflow

For practicesAccountants and bookkeepersFor business ownersSolo operatorsFor company groupsMulti-entity businesses

Choose your path

The same document problem, shaped around different bookkeeping work.

Each path begins with scattered receipts and invoices, then adapts the collection, review, and handoff to the people responsible for the books.

For practices

Accountants and bookkeepers

Collect client receipts and invoices, keep workspaces separated, and prepare the supporting evidence for accounting.

Spend less of the engagement chasing and preparing client documents.

Explore the accountant workflow

For business owners

Solo operators

Bring the receipts and invoices behind your business spending into one organized document workflow.

Keep the books supported without adding another weekly sorting routine.

Explore the solo operator workflow

For company groups

Multi-entity businesses

Keep each legal entity connected to the right documents, chart of accounts, currency, and accounting destination.

Use shared collection sources without mixing the records behind each set of books.

Explore the multi-entity workflow

Common jobs

Start with the document task in front of you.

You can begin with one source, one backlog, or one company. Add more only when the workflow is ready.

Collect documents as they arrive

Monitor connected email sources for new receipts and invoices instead of downloading each one.

Explore automatic extraction

Recover a historical backlog

Choose an inbox and date range to find older financial documents before catch-up bookkeeping.

Explore historical extraction

Prepare documents for the books

Extract useful accounting details while keeping the original evidence available for review.

Explore document processing

Keep several businesses separated

Apply the correct entity context before categorization or an accounting export.

Explore entity routing

Across everyday businesses

Useful wherever financial documents arrive from more than one place.

Receiptor fits teams that need supporting documents collected and organized before their accountant or accounting system takes over.

  • Professional services
  • Creative teams
  • Construction and trades
  • Ecommerce and retail
  • Real estate
  • Hospitality
  • Healthcare practices
  • Transport and logistics

Start with the receipts and invoices already slowing down the books.

Connect a source or upload a sample, then review how the document moves from collection to an organized record.

Start a free trialExplore all features