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Smart Receipt Scanner

AI-Powered The Smart Receipt Scanner uses Google’s Gemini AI to extract line items from receipts and create journal entries automatically.

What It Does

Upload a photo or PDF of any receipt, and the AI will:

Extract line items — vendor name, date, amounts, and individual items
Map to your Chart of Accounts — using your organization’s GL codes
Create a balanced journal entry — debits and credits, ready for review
Pre-fill the entry form — you review, adjust if needed, and post

Where to Find It

You can scan a receipt from two places:

Dashboard — Click the Scan Receipt button in the top bar
Journal Entries — Click the Scan Receipt button next to “New Entry”

Both launch the same scanning flow.

How It Works

The receipt scanner uses a multi-model AI system with automatic failover:

Your receipt is compressed client-side (images only) to save storage
The image is sent to Google Gemini for analysis
Gemini receives your organization’s Chart of Accounts to map items accurately
The AI validates its own output (balanced debits/credits, valid GL codes)
If validation fails, the AI self-corrects and tries again
Results are presented for your review before posting

After Posting

Once you post a receipt-scanned entry:

The receipt image is stored securely with your journal entry
A 📎 icon appears next to the entry in your journal entries list
Click the entry to view the attached receipt image or PDF
Full audit trail is maintained, just like any other journal entry

Key Benefits

Benefit	Description
Save time	No manual data entry — AI reads the receipt for you
Reduce errors	AI validates double-entry balance automatically
Accurate mapping	Uses your actual Chart of Accounts for GL code matching
Full control	Review and edit before posting — nothing is automatic
Audit trail	Receipt image attached to the entry permanently