Receipt & Expense Capture Automation
Clients photograph receipts via SMS or a mobile link — AI extracts vendor, amount, date, and category, then posts directly to their accounting software, eliminating manual data entry.
What This Automation Does
How It Works
Receipt Submitted
Client uploads photo via SMS link, mobile portal, or email — triggers extraction workflow
AI Data Extraction
AI reads receipt: vendor, amount, date, line items, tax, and payment method
Confidence Check
High confidence: auto-post. Low confidence: flag for staff review with extracted data pre-filled
Post to Accounting Software
Create expense entry in QuickBooks/Xero/Sage with correct chart of accounts category, client, and project code
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Extracted expense records must retain the original receipt image for IRS documentation requirements. Records should be stored for a minimum of 3 years.
Canada Revenue Agency regulations require proper record retention and audit trails for all automated bookkeeping and financial data processing workflows.
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