Tracking Expenses & Scanning Receipts

Tracking Expenses & Scanning Receipts

Keep all your business expenses in one place alongside your invoices. Receipt scanning with AI data extraction is available on the Premier plan and above.

Adding an Expense Manually

1. Go to Expenses in the sidebar
2. Click Add Expense
3. Fill in the details:

- Vendor — who you paid

- Amount and currency

- Date

- Category (see below)

- Description (optional notes)

4. Click Save

Expense Categories

Invoice For Me comes with default categories that cover most businesses:

• Office Supplies
• Software & Tools
• Travel
• Meals & Entertainment
• Professional Services
• Marketing & Advertising
• Utilities
• Equipment
• Insurance
• Other

You can create custom categories from Settings → Expense Categories to match your specific business needs.

Scanning Receipts

On Premier and Executive plans, you can upload a photo or PDF of a receipt and let AI extract the details automatically.

1. Click Scan Receipt (or drag and drop an image onto the Expenses page)
2. Upload a photo or PDF of your receipt
3. AI reads the receipt and fills in the vendor, amount, date, and suggested category
4. Review the extracted data, make any corrections, and click Save

Expense Reports

From the Expenses page, filter by date range or category and click Export to download a CSV summary. This is useful for tax preparation or sharing with your accountant.