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How does the AI Receipt Analyzer work?

The AI Receipt Analyzer transcribes vendor, date, and line items from an uploaded receipt directly into your Expense Tracker, categorized to your budget.

The AI Receipt Analyzer follows a simple three-step workflow to get your data from a piece of paper into your project budget.

Step 1: Upload the receipt

Bulk upload your photos or PDFs to your Receipts Inbox from the mobile app or your desktop.

Step 2: Analyze

Open the receipt, click Analyze Receipt with AI, and wait 10 to 30 seconds for the engine to read the document.

Step 3: Verify and save

Review the auto-populated details, then click Save. The expenses are added to your Expense Tracker, mapped to the correct categories and classes.

Always review the line items before saving. The AI populates the form as a starting point, and category suggestions come from your own workspace settings and Repair Estimator categories.

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