From a folder of receipts to a month-end report

A practical walkthrough of the workflow most of our customers run once a month: a folder full of receipts and invoices in, a clean report out.

1. Gather and upload

Photos, scans, PDFs — quality doesn’t need to be perfect. Drag the whole batch into the extract dialog. Big batches process on their own; you’ll get an email when they’re done.

2. Set your columns once

Type the header columns your report needs — vendor, date, category, total, tax — and hit Save these columns. Next month you load the saved set with one click, and rows land under the same headers every time.

3. Review in the sheet

Skim the rows. Fix anything that needs a human eye — you’re signing off on the data, not the machine. This is usually the longest step, and it’s minutes, not hours.

4. Send it where it goes

Download an Excel or CSV file for whoever asks for one. Once our accounting connectors ship, you'll also be able to send the rows straight to QuickBooks or Zoho Books from the same dialog.

Questions? Write to us — we answer every message.