Standardize expense receipts by cardholder, vendor, and total automaticallyautomatically
Pipe Uber, Lyft, meal, and travel receipts into a watched folder. AI extracts cardholder, vendor, total, and date so your reimbursement rules just work.
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 the expense queue.
- Connect Dropbox or Drive folders used for reimbursements.
- AI extracts cardholder, vendor, amount, and date from each PDF or image.
- Approve filenames in batches with confidence scores before exporting to finance.
Proof: 4.2k expense receipts processed last month across 38 teams at 95.6% 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
Receipts under control: Capture employee name, vendor, and amount without manual edits before exporting to ERP.
Policy ready: Flag missing amounts or duplicate receipts with confidence scores on every rename.
Audit trail: Maintain before/after filename logs for compliance and reimbursement review.
How it works
Receipts auto-rename to YYYY-MM-DD_Employee_Vendor_Amount.pdf with 95%+ accuracy, so finance can audit reimbursements in a single view.
- Connect Dropbox or Drive folders used for reimbursements.
- AI extracts cardholder, vendor, amount, and date from each PDF or image.
- Approve filenames in batches with confidence scores before exporting to finance.
FAQ
Will this work with image-based receipts or only PDFs?
Yes. OCR handles photos, scans, and emailed PDFs. We extract cardholder, vendor, and amount even when images are crumpled or low light.
Can we tag receipts by department or cost center?
Absolutely. Add department codes or project tags to your naming pattern. Preview every change before it publishes to finance.
How does this integrate with our expense management tool?
Rename files into your Ready folder and sync to Expensify, Navan, or Ramp. Filenames carry the cardholder, vendor, and total for fast matching.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Ready to rename your documents automatically?
Connect Dropbox or Google Drive and watch files sync into client-ready names. 50 free renames to start.