Receipt Scanner — Snap & Extract
How to scan expense receipts with your camera and let AI extract vendor, date, amount, and line items automatically.
How it works
The Receipt Scanner uses AI to read your receipt photos and extract structured data. It pulls out the vendor name, date, total amount, tax, and individual line items. The extracted data is auto-filled into a new expense record so you can review and save it.
Scanning a receipt
- 1Go to Expenses in the sidebar and click "Scan Receipt"
- 2Take a photo with your camera or upload an existing image
- 3Wait for the quality check — it verifies the image is not too blurry, too dark, or too washed out
- 4Review the extracted data (vendor, date, amount, line items)
- 5Make any corrections and click Save to create the expense
For best results, lay the receipt flat on a contrasting surface and make sure the entire receipt is in frame with good lighting.
Quality check
Before processing, the scanner checks your photo for blur, brightness, and contrast issues. If the image quality is too low, you get a clear warning explaining what to fix (e.g., "Image is too blurry — hold your camera steadier"). This prevents wasting time on scans that would produce bad results.
Editing extracted data
AI extraction is not perfect — always review the results. You can edit any field before saving. The vendor name is matched against your existing vendor list, or you can create a new vendor on the spot. Line items can be added, edited, or removed.
Linking to a job
After saving, you can link the expense to a specific job for cost tracking. This feeds into the Job Costing engine so you can see actual costs vs. estimated costs for every job.