Receipt & Expense Organizer
Full instructions and common questions
Receipt & Expense Organizer
Extract candidate dates, names, numbers and amounts from receipt images or PDFs, review each against the original, then package renamed originals, OCR text, a CSV index, printable receipt PDF and a same-currency total.
How to use
- Choose receipt images or PDFs and optionally set keyword=category rules. Text PDFs use their text layer first; images and scanned pages use local Chinese and English OCR.
- After recognition, compare every receipt with its original. Correct the date, name, number, amount, category and text, then confirm the reviewed fields.
- Check that all amounts are nonnegative and share one currency, then set a naming template using date, name, number or category.
- Export the package and inspect its originals, OCR text, index.csv, printable receipt PDF and amount total.
Try an example
Use two nonsensitive test receipts and review their amounts as 100.00 and 28.50 in the same currency. The exported total should be 128.50, with both original filenames and export paths in the index.
Limits and privacy
Up to 50 files, 30 MB per file and 300 MB total, with at most 80 recognized pages. Fields are candidates, not invoice verification or reimbursement approval. Totals neither separate nor convert currencies; verify one currency first. The package includes originals and is not a redacted sharing copy.
Common questions
Why must every receipt be confirmed?
Dates, numbers and amounts can be misrecognized. Compare them with the originals and explicitly confirm before using the package.
Can I combine receipts in different currencies?
Do not use the combined total for mixed currencies. There is no automatic currency conversion; process each currency separately or reconcile externally.