Total tracked
$0
this period
Est. deductible
$0
rule-based estimate
Receipts
0
processed
Time saved
0h
vs manual entry
Needs review
0
OCR or tax review
Spending trend
By category
No data yet
Monthly summary
Upload receipts to build your monthly close summary.
Top vendors
Your biggest vendors for the selected period will appear here.
Receipts
Upload, review, and manage your expense receipts
Drop receipts here or click to upload
Supports multiple files — AI extracts and categorizes instantly
Processing…
Approved
0
Needs review
0
Possible duplicates
0
Filtered total
$0
All receipts
No receipts yet
Upload your first receipt above
Export
Download your books in the format your accountant needs
CSV Spreadsheet
Clean spreadsheet with all extracted fields. Works in Excel, Google Sheets, and any accounting tool.
QuickBooks
IIF format for QuickBooks Desktop direct import. For QBO, use the CSV and import via the QBO import wizard.
Client-ready CSV
Adds your brand, client label, tax-country assumption, and review status for handoff-ready reporting.
Monthly accountant pack
A formatted monthly pack with totals, deductible estimates, approved items, and needs-review items for closeout.
✓Encrypted in transit and at rest
✓QuickBooks & Xero compatible
✓Rule-based deductible estimates
✓Your data is never sold
Exports respect the month filter above. Switch to All Time for a full export.
Need more than the free tier?
Pro unlocks QuickBooks export and 100 receipts each month. Unlimited removes the monthly cap.
Settings
Configure your tax assumptions, team access, export branding, and review workflow
Workspace defaults
These shared settings control deductible logic, branded exports, and what collaborators see.
Plan
Free
Team seats
1
Tax country
GLOBAL
Receiptly now treats deductions as country-aware estimates, not guaranteed tax truth. Users should review anything ambiguous before filing.
Workspace owner
Team access and review workflow
Invite collaborators by email and keep the workspace consistent with a simple review flow for receipts and accountant handoff.
Each listed email gets access to this workspace after signing in with the same address. One workspace owner plus up to 15 collaborators.
Use receipt editing, accountant notes, duplicate flags, and review statuses to close each month cleanly before exporting.
Only the workspace owner can change shared settings or manage plan upgrades. Collaborators can review and edit receipts but do not control billing.
Workspace owners control team access, tax assumptions, and export defaults.