Receiptor AI — Agent Mode.

Receiptor AI — Agent Mode

Receiptor AI transforms tedious manual bookkeeping into intelligent automation, saving businesses 5+ hours every week. This AI-powered agent automatically discovers, extracts, and categorizes receipts from emails, WhatsApp, and uploads—delivering audit-ready financial records directly to your accounting systems without human intervention.

Product Highlights

• Multi-Channel Capture: Automatically extracts receipts from Gmail, Yahoo, IMAP email accounts, WhatsApp messages, and bulk uploads without manual forwarding or file handling.
• Context-Aware AI Categorization: Uses purchase context and transaction patterns—not just keywords—to intelligently categorize expenses and separate multiple entities within the same source.
• Retroactive Email Analysis: Scans years of historical emails to recover missed receipts and invoices from any time period, ensuring complete financial records.
• Workflow Automation: Triggers custom rules on events or schedules to automatically categorize, route, and deliver documents to QuickBooks, Xero, Expensify, Google Drive, Dropbox, or any email.
• Recurring Expense Detection: Auto-identifies subscriptions and recurring charges with monthly, quarterly, and annual cost projections for better financial planning.
• Multi-Currency Normalization: Converts receipts and invoices from USD, EUR, JPY, BRL, and other currencies into consistent values for accurate reporting.
• Enterprise-Grade Security: Maintains PCI DSS, SOC 2, ISO 27001, GDPR, and HIPAA compliance frameworks with CASA Tier 2 validation—emails never leave your inbox.

Use Cases

• Small Business Operations: Runs continuously in the background so founders can focus on growth instead of scrambling during tax season—simply connect email and automate the rest.
• Freelancer Productivity: Captures receipts automatically from multiple channels, freeing up time for billable work rather than administrative document management.
• Accounting Firm Efficiency: Delivers cleaner, auto-categorized books to clients with improved compliance and reduced back-and-forth communication.

Target Audience

Receiptor AI serves solopreneurs, small business owners, freelancers, and accounting professionals who process 50+ receipts monthly and need to eliminate repetitive data entry while maintaining audit-ready financial records. Ideal for users of QuickBooks, Xero, and Expensify seeking dependable automation with strong security credentials.