ReceiptsAI

ReceiptsAI is a lightweight bookkeeping and expense-management platform for freelancers, small businesses, accountants, and selected financial-document review workflows. It captures receipts, invoices, and bank or credit-card statements from uploads, mobile photos, email forwarding, and connected mailboxes. AI extracts merchant, date, amount, tax, currency, line-item, and transaction data, then categorizes records, matches receipts to bank transactions, generates expense reports, and exports structured CSV, Excel, or PDF data. Users can define custom categories and rules, search and organize records, manage multiple workspaces, and redact sensitive words before AI processing.

✨ Key Features

• Receipt and invoice capture — Upload PDF, JPG, JPEG, or PNG documents and process receipts, invoices, and statements.
• Email capture — Forward receipt and invoice emails to a workspace-specific address.
• OCR and field extraction — Extract merchant, dates, totals, taxes, currencies, line items, payment methods, and bank-statement fields.
• Automatic categorization — Sort expenses into standard categories and apply custom categories and rules.
• Bank and card statement conversion — Convert statement documents into structured transaction records.
• Receipt matching and reconciliation — Match receipts with bank transactions and identify unexplained spending.
• Duplicate detection — Detect duplicate documents or records before they clutter the books.
• Expense reports — View spending by category and generate monthly reports, summaries, and charts.
• Search and organization — Search by merchant, date, category, or amount and rename or organize files.
• Multi-currency handling — Convert currencies, including historical exchange rates for eligible plans.
• Workspaces and collaboration — Separate books for businesses, projects, or personal finances and invite selected users.
• Exports and privacy controls — Export CSV, Excel, or PDF data and redact sensitive words before AI processing.

💳 Pricing

• Free trial — $0; 30 one-time credits, image/PDF extraction, basic categorization, and email support. One processed page uses one credit.
• Starter / Freelancers — $12/month, billed annually at $144 according to the current homepage; 100 credits/month, one workspace, email forwarding, automatic processing, reports, exports, 30 categories/custom rules, currency conversion, and privacy controls.
• Premium / Small Business — $24/month, billed annually at $288 on the homepage; 500 credits/month, two workspaces, two connected mailboxes, mailbox routing, receipt matching, historical FX, and 100 categories/custom rules.
• Premium+ / Growing Teams — $39/month, billed annually at $468 on the homepage; 1,500 credits/month, up to five workspaces and mailboxes, up to two users, and up to five senders.

Some official solution pages display different annualized figures (for example $19/$29/$49) while the main homepage displays $12/$24/$39. Treat the public price as dynamic and confirm the live checkout, credits, workspaces, mailbox limits, refunds, taxes, and plan naming before purchase. The site advertises no-card signup, cancel-anytime access, and a 30-day money-back guarantee for paid plans.

⚖️ Alternatives Compared

🎯 Use Cases

• Freelancer bookkeeping: Capture receipts as expenses occur and export organized records for an accountant.
• Small-business expenses: Keep business and personal records separate with multiple workspaces.
• Email receipt intake: Automatically process vendor receipts and invoices forwarded from Gmail or Outlook.
• Bank-statement review: Convert statements into searchable, categorized transaction data.
• Tax preparation: Keep tax-ready records, reports, and source documents organized throughout the year.
• Expense reconciliation: Match receipts to transactions and investigate missing or unexplained purchases.
• Multi-currency expenses: Handle foreign receipts and historical exchange rates where the plan supports them.
• Accountant collaboration: Share client workspaces and exports with bookkeeping teams.
• Legal financial discovery: Extract and categorize large volumes of financial documents for review, subject to legal and privacy requirements.

OCR and AI extraction can misread receipts, taxes, currencies, or line items. Review records before filing, reimbursement, or tax decisions; protect financial documents, verify data-retention and deletion terms, and do not treat categorized output as professional tax or accounting advice.