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
Send the receipt
Photograph it, forward it, or upload a batch.
- 2
It looks for the charge
Vendor, amount and date are compared against transactions already in your books and ones still to arrive.
- 3
It attaches
The receipt lands on the transaction, so the expense has its evidence when someone asks for it.
Receipt matching questions
Works with
Bank sync
A secure, read-only connection to your bank, with transactions imported every day.
AI categorization
Confidence-scored categorization that proposes the account, and learns your merchants as you correct it.
Learned merchants
Categorize a merchant once and it fills itself in from then on. You never write a rule.
Try receipt matching free for 14 days
No credit card required. Bring your existing books with you — imports never count against your plan.