Agent Mode by Receiptor AI - Bookkeeping assistant that runs receipt workflows end-to-end

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Receiptor AI is an agentic bookkeeping assistant that runs your receipt workflow end-to-end: it collects receipts from your inbox and your mobile, organizes them in your cloud or accounting software, and matches them to your bank transactions. It works quietly in the background with 99% accuracy, and only asks questions when it needs more context. The result: clean books and organized receipt data you can query from anywhere: the app, WhatsApp, or right inside Claude and ChatGPT.

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Running a small operation that sells to big retailers means drowning in paperwork on both ends. The accounts payable side alone takes hours every month because receipts live in five different places and the buyer portals each want them in a different format.

What caught my attention here is the 99% accuracy claim and the design choice to only ask questions when it needs more context. That is the difference between a tool that fits into a workflow and one that creates a new job just to babysit it.

Curious whether you have seen this used by small suppliers managing vendor relationships with large buyers, not just for internal bookkeeping?

 Yes, and it's actually one of the use cases we see more than people expect. The multi-source chaos you're describing is exactly what the collection layer handles. On the supplier side, the bigger unlock tends to be having everything organized in one place so when a buyer asks for documentation, you're not scrambling. Would love to have you try it!

💎 Pixel perfection

As someone with an accounting background, manually reconciling receipts from my email to Excel has always been a pain. Though one important factor for me is reconciling between the bank, the receipt, and my ledger. Does Receiptor help with this 3 way match?

 Hey Lien, even more interesting to get your feedback then! To be clear, for now we can MATCH: Receipt <> Bank (especially with the Mercury integration) and Receipt <> Ledger (with the Xero and QBO integrations). But Reconciliation goes one step further, also identifying the transactions with missing receipts, and that's exactly the next block we're currently building.

Stay tuned!

"Maximize deductions" is doing some work here that auto-categorization alone doesn't really deliver, categorization tells you what you spent, it doesn't tell you what's actually deductible under your specific tax situation. Is there real tax logic behind that claim, or is it more that clean categorized data makes it easier for your accountant to find deductions themselves?

 Fair challenge. The honest answer is the second one: clean, complete, categorized data makes it much easier for your accountant to find what's deductible. We're not running tax logic (yet). What we do is make sure nothing slips through the cracks, because missed receipts are missed deductions, and that's usually where the money goes.

But that's obviously something we have thought off, and we're discussing it internally. With our Claude MCP connection, you can already do some of the work here, but getting accurate with accounting rules and specificities is another job, so we're still investigating between partnership and developing in-house.

Is that a feature you'd be interested in?

 Would be interested, but only if it came with real confidence scoring, "maybe deductible" guidance is risky territory if someone takes it as gospel without an accountant double-checking. Is the internal debate more about liability and accuracy risk, or is it really just a build-vs-partner resourcing question at this stage?

We have a small team that works remotely and expense reporting is always a mess. 🙏 Can I invite my accountant ? Also you’ve mentionned the « agent memory » what’s that exactly? 

 Sure, you can invite your team to connect their email inboxes or manage documents, and your accountant as well!

You can see Receiptor AI memory as all it knows about you and your business. It includes all the input you've shared about your business, the context you gave it when replying to one of its questions, or any self-generated rules. Every time you manually manage your documents, it analyzes your patterns and suggests some rules. You can accept or decline those suggestions. Once accepted, it'll remember forever.

Really useful too for entrepreneurs, where bookkeeping requires alot of discipline.

 Yes! Many entrepreneurs use Receiptor AI to keep the same discipline, but with much less time spent on manually chasing and managing their receipts

 i love the multiple ways to access it - makes it really easier !

 Thanks for the feedback! Indeed, super important for us to keep a smooth workflow. AI Agent can seem complex for some users, so we focus on 1) simplicity, 2) transparency

Solid launch! What was the hardest part to get right so far?

 Thanks Ignacio! Honestly, I'd say trust, and simplicity.

1) Getting the accuracy high enough that users are comfortable letting it run without checking everything was harder than the technical side. The extraction and categorization came together faster than expected, the real work was building the review layer so users can verify and then gradually let go.
2) Simplicity was key for us, as we want our users to quickly understand how this AI agent will work and see that they don't have to change the way they already work, just teach and set up the agent properly.

Wow! I needed this. Does it automatically log in to my bank?

 Do you use Mercury at Upstream? We will support it soon! More banks to come soon, so stay tuned!!!

 Hey Louis, you can try it for free! For now, we integrate only with Mercury, but more banks are coming soon! What bank would you like to connect?

This software has been a game changes for my small business.
Wouldn't do bookkeeping again, without it!

 Thanks for your feedback Justin!

 well said, Justin. That’s what’s up

Congrats on the launch guys!

 Thanks KP, really appreciate your support!

 thank you so much, KP! I've reached out on X, I'd love to pick your brain on something if you have a minute

If one card payment covers hotel, restaurant, and parking expenses, how does Agent Mode avoid forcing everything into one category?

 you can tell the agent to remember that and it will! in the future it'll categorize it accordingly!

 Receiptor AI uses your receipt to identify the different line items!