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Receipt Scanner

Receipt Scanner uses AI to extract expense details from a receipt image. It requires OPENAI_API_KEY; without it the page shows an "AI not configured" notice. The image is sent to OpenAI (model gpt-4o-mini) for analysis.

Supported Files​

Upload a JPG or PNG receipt image (no PDF, no HEIC). The API enforces a maximum file size of 5 MB and allows 5 scan requests per minute per user.

Workflow​

  1. Open Receipt Scanner (or use the floating Scan receipt action).
  2. Upload or drag-and-drop the receipt.
  3. Cashlytics sends the file to the receipt scan API.
  4. Review the extracted values in the form: Description (filled from the merchant name), Amount, Currency, Date, Account, and Category. The category is only preselected if the suggested name exactly matches (case-insensitive) one of your categories.
  5. Adjust the fields as needed.
  6. Click Save expense.

The result is always saved as a daily (one-off) expense, never a recurring one. If the receipt currency differs from the account currency, the original amount and the exchange rate are stored.

Confidence is not shown as a number. For medium or low confidence a warning banner asks you to review the data or tells you the receipt is hard to read.

When the expense is saved successfully, Cashlytics also uploads the original receipt file as a document attached to that daily expense. If attachment upload fails, the expense is still saved and a warning says the receipt could not be attached.

Review Expectations​

Always review the extracted result before saving. Low or medium confidence means image quality, cropping, language, or receipt layout may have affected extraction.