Tool Information
Receiptify is a receipt management software that caters to the organization and management needs of businesses. The tool is proficient at extracting receipts directly from your mailbox and keeping them in one repository, eliminating the worry of lost receipts. Users can retrieve receipts conveniently from their Gmail or Outlook, speeding up the task significantly using AI technology. Receiptify allows users to upload receipts from their phones, thereby eliminating the requirement for a physical scanner. The software also features a QuickBooks integration for matching transactions and receipts, ensuring seamless record-keeping. A notable aspect is the software's ability to ensure comprehensive data extraction from every receipt, including details like purchase amounts, categories, merchants, and sales tax. Receiptify also comes with an automatic receipts backup option that lets users link Dropbox or Google Drive accounts to save all receipts. Moreover, the tool permits users to generate reports by downloading all their receipts to a ZIP, CSV, or PDF file at a moment's notice. The software also guarantees the safety of user info, not saving any emails in its database and using only message IDs to track processed items.
F.A.Q (20)
Receiptify is a receipt management software designed to cater to the organization needs of businesses. It primarily works by extracting receipts directly from your email inbox and keeping them in a central repository. This removes the worry of lost receipts as Receiptify allows you to retrieve your receipts efficiently from services like Gmail or Outlook. In addition, it provides a platform for uploading receipts from your phone, and automatically backup receipts to Dropbox or Google Drive. It also has a QuickBooks integration feature for matching transactions and receipt for record-keeping. Receiptify is capable of extracting comprehensive details from every receipt like purchase amounts, categories, merchants, and sales tax.
Receiptify leverages AI technology to automate the process of extracting receipts from your Gmail or Outlook inbox. This technology allows Receiptify to quickly and efficiently locate emails containing receipts, reducing the time and effort needed to manually search for these emails.
Yes, you can. Receiptify provides a user-friendly option that allows you to upload receipts directly from your phone, eliminating the need for a physical scanner. This feature makes it easy to digitally store and manage receipts on the move.
Yes, Receiptify does include an integration with QuickBooks. This feature aids in matching transactions with corresponding receipts to ensure seamless and straightforward record-keeping.
Receiptify uses AI technology to extract comprehensive information from each receipt. This includes details such as the merchant's name, purchase amounts, sales tax, and item categories. Such a detailed level of extraction makes it easy to keep track of every aspect of your transactions.
Indeed, Receiptify features an automatic receipt backup option. This allows users to link their Dropbox or Google Drive accounts to Receiptify, providing a platform for automatically saving all receipts. This ensures that your receipts are readily available at any time for auditing or record-keeping purposes.
Yes, generating reports is one of the core features of Receiptify. The software enables users to download all their stored receipts to a ZIP, CSV, or PDF files swiftly and conveniently, facilitating detailed inspection of transaction records.
No, Receiptify prioritizes user privacy and security. The software does not save any emails in its database. Instead, it only retains message IDs to track processed items, which help maintain a clean, organized repository of receipts without infringing upon user privacy.
Receiptify takes data security very seriously. It has successfully completed a Cloud Application Security Assessment (CASA) and achieved validation from the App Defense Alliance (ADA). This means that Receiptify adheres to CASA-recognized security frameworks, verification of automated security test (AST) application scan results, and complies with non-functional CASA requirements. Receiptify meets the CASA Tier 2 requirements, representing a high level of security for its users.
Yes, Receiptify is designed to manage receipts from Gmail or Outlook. Its AI-based platform can swiftly pull and organize receipts from these email services, significantly reducing the time spent manually searching for receipts in your inbox.
Yes, Receiptify offers a risk-free trial, which allows users to start using the service for free. However, it didn't specify the duration of the free trial on their website.
Yes, Receiptify supports automatic receipt categorization. It uses AI technology to analyze various details on each receipt, including purchase amounts, categories, merchants, and sales tax. This data enables Receiptify to categorize receipts accurately, contributing to more effective, organized record keeping.
Yes, in addition to automatic email receipt extraction, Receiptify also provides an option for users to manually upload their receipts. This feature is built to be user-friendly and can be accessed seamlessly from your computer or mobile device.
Yes, Receiptify provides users the option to download all their receipts in various formats. This includes ZIP, CSV, and PDF formats. This ensures users have flexibility in how they manage and store their transaction records.
Receiptify values user data privacy, ensuring that no emails are stored in its database. It only retains message IDs for tracking processed receipts. This policy makes Receiptify a secure choice for anyone cautious about sharing their email data.
Retrieving a receipt with Receiptify is a simple and quick process. Thanks to its AI technology, users can immediately locate receipts in seconds, eliminating the work of sifting through emails. It offers a significant boost in efficiency when managing receipts.
Yes, Receiptify can retrospectively extract past receipts. This means you can retrieve receipts from as far back as needed, facilitating comprehensive record-keeping and receipt management for any time frame.
Yes, Receiptify offers different service plans suited to varying needs. The plans range from individual to accountant levels. The individual plan is targeted towards individual users and costs $9 per month. The business plan, designed for higher volume receipt management, costs $29 per month. The accountant plan is ideal for businesses with multiple clients and employees, and costs $79 per month. Each plan comes with different limits on features such as the number of email inboxes, volumes of receipts, and the range of email pulling.
Receiptify's automatic email receipt recognition works by identifying email content containing receipts and attachments with receipts. This leverages a mix of artificial intelligence and predefined algorithms to accurately identify and extract receipts, even in a vast number of emails.
Yes, Receiptify integrates with cloud-based services like Dropbox and Google Drive. This feature allows Receiptify to automatically back up every single receipt to these platforms, providing a secure and convenient storage solution that users can access at any time.
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