Receipt AI is a receipt management service built for people who collect receipts away from a desk. Users photograph a receipt and send it by SMS, email, website upload or WhatsApp. The software reads the document and files the details without manual typing.
The company positions it for traveling teams, job-site workers, accountants and bookkeepers. Its homepage claims a 5-star rating on G2 and use by more than 300 accounting teams and business travelers.
How does Receipt AI work?
The workflow has three steps. A user takes a picture and sends it to Receipt AI, chooses a folder to categorize it, and the receipt then appears in QuickBooks or Xero. Memos can be added as the message text or the email subject line.
After upload, the AI extracts the data, applies the account and tax code, and attaches the file to the accounting system. It then matches the receipt to a transaction. The reviewer clicks Match in QuickBooks or OK in Xero to finish.
Key features of Receipt AI
Extraction covers date, vendor, tax, total, subtotal, gratuity, discounts, line items, and bank and card details. It reads 39 languages and 9+ document types, including invoices, checks and bank statements. Currency adjusts to the user's country.
Quality controls include Review Required flags for missing or inconsistent data, three review modes, and duplicate detection. Folders and Folder AI support job tracking, edits after syncing avoid duplicates, and receipt data can be exported as a CSV file.
Key Features
Multi-channel receipt upload — Receipts can be sent by SMS, email, website drag-and-drop or WhatsApp. SMS and WhatsApp take one photo per message, and email accepts up to three photos.
Memos on receipts — Users can add a memo as the SMS or WhatsApp message text or in the email subject line. Memos can also be added or edited later through Edit Receipt.
AI data extraction — Pulls date, vendor, tax, total, subtotal, gratuity, discounts, line items, and bank and card details from each receipt, and renames the file.
39 languages and many document types — Reads receipts in 39 languages and supports 9+ document types, including invoices, checks, bank statements and purchase orders.
Categories and tax codes — Applies custom categories and tax codes, and can categorize each line item when that option is enabled. Smart Tax Codes sync to QuickBooks Online and Xero.
One-Click Reconciliation — Uploads the receipt to QuickBooks or Xero and matches it to a transaction, so the reviewer only clicks Match in QuickBooks or OK in Xero.
Review Required flagging — Receipts with missing dates, vendor names or incorrect totals are paused from syncing until someone corrects them. Review modes control how much is checked before upload.
Duplicate detection — Receipts uploaded more than once are flagged as duplicates and not pushed to the accounting software.
Folders and job tracking — Folders, including a Folder AI option, let teams file receipts by job or project to see project costs. Edits after syncing do not create duplicates.
CSV export and encryption — Receipt data can be downloaded as a CSV from the Receipts page. The company states every receipt and account detail is encrypted.
Pros & Cons
Pros
Text-message upload needs no dedicated app, only a phone camera and SMS
Syncs categories, tax codes and attachments to QuickBooks Online and Xero
One-Click Reconciliation matches receipts to transactions for quick review
Flags missing data and blocks duplicate uploads before they reach the books
Reads receipts in 39 languages and many document types and file formats
Works without accounting software for teams that only need receipt capture
Cons
No pricing or plan details are published on the pages reviewed
SMS upload is limited to US, Canada and Australia phone numbers
Accounting integrations are limited to QuickBooks Online and Xero
SMS and WhatsApp take one receipt photo per message
Frequently Asked Questions
What is Receipt AI?
Receipt AI is a receipt management service that accepts receipt photos by SMS, email, website or WhatsApp. It extracts the data, categorizes the expense and syncs it to QuickBooks Online or Xero.
How much does Receipt AI cost?
The reviewed pages do not list prices or plans. Check the company's website or sign-in flow for current pricing and any trial.
What does Receipt AI integrate with?
It integrates with QuickBooks Online and Xero. It also accepts receipts through SMS, email, website upload and WhatsApp.
Do I need accounting software to use Receipt AI?
No. Receipts can be reviewed and stored in Receipt AI without accounting software, though the sync and reconciliation features need QuickBooks Online or Xero.
Which countries support SMS upload?
SMS upload works with phone numbers from the US, Canada and Australia. Other users can send receipts by WhatsApp, email or the website.
What happens if I upload the same receipt twice?
Receipt AI detects duplicates, flags the second upload and does not push it to your accounting software. This prevents double entries.
Is my data secure in Receipt AI?
The company states that every receipt and your account information are encrypted and protected. Its changelog also mentions added security measures and continuous monitoring.
Who is Receipt AI best for?
It suits traveling teams, job-site workers, accountants and bookkeepers who use QuickBooks Online or Xero and want to capture receipts by text message.