Normalize receipts by merchant, date, and amount for bookkeeping automaticallyautomatically
When receipts arrive from email and scans, normalize and route them to the correct client folder so you can reconcile expenses faster.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2025-10-08
Receipt #
123-4567890-123
Issuer
Expense
Normalize every receipt before it hits your bookkeeping workflow.
- Connect email or scan folders and watch for new receipts.
- AI extracts merchant, date, amount, and client from each receipt automatically.
- Approve normalized filenames with confidence scores before routing to client folders.
Proof: 4.7k receipts processed last month at 96.2% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
uber_trip.pdf
2025-10-08_Expense_Jordan-Uber_54-20.pdf
Example naming rule
Rename to 2025-10-08_expense_123-456789
Why teams adopt this workflow
Multi-source ready: Handle emailed receipts, scanned images, and digital PDFs in one workflow.
Client routing: Route normalized receipts to correct client folders automatically.
Reconciliation ready: Extract amounts and dates for instant matching in QuickBooks or Xero.
How it works
Receipts auto-normalize to YYYY-MM-DD_Merchant_Amount_Client.pdf with 95%+ accuracy, ready for bookkeeping software integration.
- Connect email or scan folders and watch for new receipts.
- AI extracts merchant, date, amount, and client from each receipt automatically.
- Approve normalized filenames with confidence scores before routing to client folders.
FAQ
Can I handle receipts from multiple clients in one folder?
Yes. Create client-specific rules or use AI to detect client context from receipt content. Route to appropriate folders automatically.
Will it work with handwritten receipts or poor quality scans?
OCR handles various quality levels, but very poor scans may need manual review. Confidence scores help identify problematic receipts.
How do I integrate with my bookkeeping software?
Use normalized filenames with merchant, date, and amount for easy import. Sync via Drive or Dropbox folders.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.