Skip to main content
DynaTax AI

Receipts that attach themselves

Upload the receipt before or after the charge lands. It still finds its match.

Included in: Every paid plan

Receipts attach themselves to the bank transaction they belong to, in either order.

Either order works

Upload the receipt days before the charge posts, or weeks after. It waits and attaches itself when the other half arrives.

Amount and date, not filename

Matching reads what is in the receipt, so a file called IMG_4471.jpg still finds its transaction.

You can always override

A wrong match is one click to detach and re-point. Nothing is locked to the AI's decision.

How it works

  1. 1

    Send the receipt

    Photograph it, forward it, or upload a batch.

  2. 2

    It looks for the charge

    Vendor, amount and date are compared against transactions already in your books and ones still to arrive.

  3. 3

    It attaches

    The receipt lands on the transaction, so the expense has its evidence when someone asks for it.

Receipt matching questions

The receipt still records the expense — it simply has no bank transaction to attach to.
Attach it to the main transaction; the image stays available from the expense either way.

Try receipt matching free for 14 days

No credit card required. Bring your existing books with you — imports never count against your plan.