Forget bookkeeping. Receiptor AI finds every receipt past & present, extracts data in context, auto-categorizes your expenses, and syncs to Xero/QBO. AI easily creates rules and manages your documents. Save time, maximize deductions, stay compliant.
This is the 4th launch from Receiptor AI. View more
Receiptor AI — Agent Mode
Launching today
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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Receiptor AI
Hey PH community, Romeo here from Receiptor AI 👋
Last time we launched, you made us Product of the Day. That still gives us chills. Thank you.
Here's the problem we've been obsessed with since: your receipts and invoices don't live in one place anymore. They're in your inbox, your other inbox, WhatsApp, the glovebox. Every one of them is money — a deduction, a record you'll need if you're ever audited. And catching them all is still a manual, dreaded, end-of-quarter scramble.
This year, we asked one question: what would it take for you to actually trust an AI agent to run that workflow the way you would? Not just collect documents and dump them somewhere, but manage them. Catch its own mistakes. Learn your habits. Ask when it's unsure. Work without needing you there.
Today, we're back with the answer: Agent Mode
⚙️ What's new in Agent Mode
🧠 Memory — remembers your preferences, vendors, and past decisions
🔁 Pattern recognition — learns how you work and writes its own rules
🙋 Asks when unsure — when something's ambiguous, it asks once instead of guessing, and never asks twice
🩹 Self-healing extraction — every extraction is math-validated, catching and correcting its own errors
💬 Ask from anywhere — query your expenses in the app, on WhatsApp, or right inside Claude via MCP
💚 Why people stick with Receiptor
⏳ Save hours — no inbox digging, no manual entry
💰 Capture more deductions — nothing slips through
🧾 Always audit-ready — documents clean, sourced, and in the right place
👻 Works invisibly — set it up once and forget it's there
We built this for SMBs who got burned by "good enough" AI — so we want your honest feedback: ask us anything, tell us what's missing, and if it earns it, show us some love.
🎁 Try it → 14-day free trial, all features. Use PH2026 for 30% off any plan for a year.
👉 https://receiptor.ai
Huge thanks to our hunter @rohanrecommends, and to everyone in this community who's been with us since day one.
Receiptor AI
@rohanrecommends Yes, thanks Rohan, for your support once again and for the great feedback on the product! Super excited to show Receiptor AI's new Agentic capabilities
The "only asks when it needs more context" line is what decides whether this is genuinely hands-off or just a smarter inbox — what is the confidence threshold where it auto-categorizes and posts to Xero/QBO vs flagging for me to confirm? And since I can query it from inside Claude and ChatGPT, is that an MCP server you expose or a hosted bridge — does the receipt data live in your cloud as the source of truth, or write straight into my accounting software?
Receiptor AI
@noctis06 Yes, so for jobs like bookkeeping and tax returns, we've quickly realized that we would need 100% accuracy for users to trust such an AI agent. The AI is doing really well at extracting data and understanding the expense within its context, like 99% of the time, but in reality, there are also some documents that are edge cases, really specific to your business or that would need additional context/information that the AI can't invent. So in those cases, the AI will just ask you directly.
For Xero/QBO export, the AI won't export if it can't find a match, taking into account: the amount, the date, the vendor name, and additional information that might help, like payment method.
For Claude/ChatGPT, yes, we have an MCP server you can use to make Receiptor AI your receipt data and source of truth. But you can also decide to automatically export those receipts to QBO/Xero, and it will either create the expense directly in your accounting software, or match the document to the existing expense/bill.
agent mode for bookkeeping is the right unlock and also where "agentic" actually has to mean something. for chat copilots the worst case is a bad sentence. for autonomous bookkeeping the worst case is a misclassified deduction that an auditor catches three years later.
real question is what does agent mode do when it's not sure. does it pause for a human, queue the ambiguous one for review, or guess and flag? that decision rule is the whole product. good luck on the launch.
Receiptor AI
@thenameisarian 100% agree with you Mustafa, we really believe that agentic AI applies perfectly to the bookkeeping use case.
To answer your question, the AI agent will flag a document if it is unsure of something: a misleading date, some weird amounts that don't add up, or any edge cases. Also, in certain cases where it needs more context (for the categorization or to apply certain labels), it will ask you for some context, whether on the app or on mobile (if you enable it)
Congrats on the launch! I've been struggling with keeping track of receipts across email and WhatsApp for ages. So does it pick up receipts automatically from all your inboxes, or do you have to forward them manually? and what kind of documents?
Receiptor AI
@louismalingrey Then, I can just say Welcome Louis! You won't have to chase your receipts anymore. Actually, connecting your email inboxes is the core feature of Receiptor AI. Gmail, Outlook, or any other email service provider. And you can connect your own or your colleagues' inboxes by inviting them to your workspace.
Regarding the types of documents we extract: receipts, invoices, credit notes, and order confirmations, whether they are attached as PDFs or images, or embedded in the email body.
Feel free to book a demo if you'd like: https://calendly.com/receiptor-ai/product-demo
The part that stood out to me is being able to ask about your expenses right inside Claude. Most tools make you log into a dashboard to see your data. Letting you just ask from wherever you already work feels like a real shift. Curious if people use it for quick mid-month checks ("how much did I spend on X?") or mostly at tax time. Congrats on the launch, @romeobellon @luigi_receiptorai @gvantsa_garmelia @rohanrecommends !
Receiptor AI
@sharun_kanan Thanks, Sharun! We couldn't avoid the MCP wave; it makes Receiptor AI much more powerful. You can now use it as your data layer for receipts and invoices. What kind of workflow/system do you have on Claude?
We see 2 main types of usage with Claude: one is indeed for dashboards and tax return export ready to send to their accountant; the other is related to direct product usage like "Do I have a receipt for xx?" or "Did I send xx receipt to QuickBooks?", etc., and is often on mobile (via WhatsApp or iMessage)
Do you expect the interaction between the agent and human to feel humanlike or purely transactional? Congrats on the launch!
Receiptor AI
@mcarmonas Thanks Marti, and great question! Honestly, somewhere in between, and intentionally so. The agent handles the repetitive, predictable stuff completely on its own. But when something's ambiguous, it surfaces it in plain language, asks once, and moves on.
It should feel like working with someone who knows when to act and when to check in, not a chatbot trying to sound human, and not a cold automation either. Does that resonate with what you'd want from it?
Congrats team! I’ve been using Receiptor AI for a year and it has saved me so much time on my tax returns, so happy to support you today! I’ve been testing recently the connection with Claude and it’s really powerful, it has added one more customization layer that I love. Will test soon the vocal mode on WhatsApp too!
Receiptor AI
@giulia_bretel Thanks Giulia, we appreciate your kind words! This is exactly why we're building Receiptor AI: to save business owners time on their bookkeeping, especially during tax season. I'd love to get your feedback on the WhatsApp agent!
@luigi_receiptorai I just tested WhatsApp and it’s so smooth!!
Receiptor AI
@giulia_bretel Appreciate it, thanks! Now you can manage your receipts from your phone :)