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
Agent Mode by Receiptor AI
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
Visla
@romeobellon congrats on the launch, wish you success
Receiptor AI
@romeobellon @mogabr Thanks Gabe, appreciate your support!
@rohanrecommends @romeobellon Congrats. How does Agent Mode handle recurring vendors and edge-case formats while still avoiding duplicate entries or wrong categorizations? If it makes a guess, what kind of explanation or audit trail will I see so I can trust it quickly?
Receiptor AI
@swati_paliwal Thanks!! Recurring vendors get recognized and categorized automatically once the pattern is confirmed. Edge-case formats get flagged for review rather than guessed on. We also have a duplicate identification algorithm that groups duplicate documents before they ever become duplicate entries. Every action has a log (which document, which source, what decision was made) so you can trace anything in seconds.
@romeobellon This looks great. Wish you good luck in reaching the top of your game. :)
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)
Auto-posting to Xero/QBO is the bold part. The edge cases that bit us when we built similar classifiers were refunds, partial payments, and split transactions, where the model is confident and wrong and someone only catches it at reconciliation weeks later. Do you bias toward precision and route the ambiguous ones to a review queue rather than chase full automation from day one? The reversal cost on a bad post tends to dwarf the time it saved.
Receiptor AI
@dipankar_sarkar We do bias toward precision over recall. Anything the model isn't confident on goes to a review queue rather than posting automatically, because you're right: the reversal cost is rarely worth it. We're not chasing full automation from day one, we're chasing the right automation with a clear audit trail so when something does go wrong, it's obvious and fixable fast. Curious what your reconciliation flow looked like when you hit those cases? always learning here
the "asks once, never asks twice" design is the right call - most agentic tools interrupt constantly and the interruptions kill user trust fast. curious about the pattern recognition piece: how many transactions does it take before it's confident enough to categorize correctly on its own? and what happens when a categorization error from 6 months ago surfaces at tax time - does the agent know it was wrong, or does the user eat it?
Receiptor AI
@galdayan On pattern recognition, 99% of the time it'll categorize your expense correctly on the first attempt, using just the Chart of Accounts you've defined (the more context you add here, the better).
If you have to manually edit a transaction's categorization, it'll take ~2-4 iterations for the agent to learn the rule and apply it with confidence next time. Simpler patterns, like a recurring SaaS subscription, click faster. Ambiguous ones, like a vendor that sometimes bills for travel and sometimes for services, stay in review longer on purpose.
For error flagging, the agent can either 1) flag a document to be reviewed if it doubts certain fields (categorization, date, amounts, etc.) or 2) ask for context to decide on the correct categorization. At any time, you can request that your documents be retroactively reclassified.
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)
@luigi_receiptorai Honestly, receipt tracking isn't part of our Claude workflows yet, we're using it mainly for GTM and research at the moment, drafting, brainstorming, structuring messy notes into something actually usable.
But that's exactly why your MCP angle caught my attention. Having a workflow that just understands the status of our receipts and invoices, where I could ask "did this get filed?" or "what's still outstanding?" without opening another tool, would honestly be life-changing for how we operate. The friction of context-switching into a separate dashboard is the whole problem. Will be watching how this develops closely.
Receiptor AI
@sharun_kanan That's exactly the use case we built it for. The MCP integration means you stay in Claude, ask what you need, and get an answer without ever opening Receiptor.
Especially with other MCPs, like Xero or QBO, you can really create your own systems!
Would love to have you try it and tell us if it holds up in your actual workflow.
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