Receiptify

Q&A

What is Receiptify?

Receiptify is a receipt management software designed to cater to the organization needs of businesses. It primarily works by extracting receipts directly from your email inbox and keeping them in a central repository. This removes the worry of lost receipts as Receiptify allows you to retrieve your receipts efficiently from services like Gmail or Outlook. In addition, it provides a platform for uploading receipts from your phone, and automatically backup receipts to Dropbox or Google Drive. It also has a QuickBooks integration feature for matching transactions and receipt for record-keeping. Receiptify is capable of extracting comprehensive details from every receipt like purchase amounts, categories, merchants, and sales tax.

How does Receiptify extract receipts from emails?

Receiptify leverages AI technology to automate the process of extracting receipts from your Gmail or Outlook inbox. This technology allows Receiptify to quickly and efficiently locate emails containing receipts, reducing the time and effort needed to manually search for these emails.

Can I upload receipts directly from my phone using Receiptify?

Yes, you can. Receiptify provides a user-friendly option that allows you to upload receipts directly from your phone, eliminating the need for a physical scanner. This feature makes it easy to digitally store and manage receipts on the move.

Does Receiptify integrate with QuickBooks?

Yes, Receiptify does include an integration with QuickBooks. This feature aids in matching transactions with corresponding receipts to ensure seamless and straightforward record-keeping.

What details does Receiptify extract from my receipts?

Receiptify uses AI technology to extract comprehensive information from each receipt. This includes details such as the merchant's name, purchase amounts, sales tax, and item categories. Such a detailed level of extraction makes it easy to keep track of every aspect of your transactions.

Can Receiptify automatically backup my receipts?

Indeed, Receiptify features an automatic receipt backup option. This allows users to link their Dropbox or Google Drive accounts to Receiptify, providing a platform for automatically saving all receipts. This ensures that your receipts are readily available at any time for auditing or record-keeping purposes.

Can I generate reports using Receiptify?

Yes, generating reports is one of the core features of Receiptify. The software enables users to download all their stored receipts to a ZIP, CSV, or PDF files swiftly and conveniently, facilitating detailed inspection of transaction records.

Does Receiptify save any of my emails in its database?

No, Receiptify prioritizes user privacy and security. The software does not save any emails in its database. Instead, it only retains message IDs to track processed items, which help maintain a clean, organized repository of receipts without infringing upon user privacy.

How does Receiptify prioritize the security of my data?

Receiptify takes data security very seriously. It has successfully completed a Cloud Application Security Assessment (CASA) and achieved validation from the App Defense Alliance (ADA). This means that Receiptify adheres to CASA-recognized security frameworks, verification of automated security test (AST) application scan results, and complies with non-functional CASA requirements. Receiptify meets the CASA Tier 2 requirements, representing a high level of security for its users.

Can I use Receiptify to manage receipts from Gmail or Outlook?

Yes, Receiptify is designed to manage receipts from Gmail or Outlook. Its AI-based platform can swiftly pull and organize receipts from these email services, significantly reducing the time spent manually searching for receipts in your inbox.

Is there a trial period for using Receiptify?

Yes, Receiptify offers a risk-free trial, which allows users to start using the service for free. However, it didn't specify the duration of the free trial on their website.

Does Receiptify allow for receipt categorization?

Yes, Receiptify supports automatic receipt categorization. It uses AI technology to analyze various details on each receipt, including purchase amounts, categories, merchants, and sales tax. This data enables Receiptify to categorize receipts accurately, contributing to more effective, organized record keeping.

Is there an option to manually upload receipts to Receiptify?

Yes, in addition to automatic email receipt extraction, Receiptify also provides an option for users to manually upload their receipts. This feature is built to be user-friendly and can be accessed seamlessly from your computer or mobile device.

Can I download my receipts from Receiptify in different formats?

Yes, Receiptify provides users the option to download all their receipts in various formats. This includes ZIP, CSV, and PDF formats. This ensures users have flexibility in how they manage and store their transaction records.

What is Receiptify's policy on email data privacy?

Receiptify values user data privacy, ensuring that no emails are stored in its database. It only retains message IDs for tracking processed receipts. This policy makes Receiptify a secure choice for anyone cautious about sharing their email data.

How easy is it to retrieve a receipt using Receiptify?

Retrieving a receipt with Receiptify is a simple and quick process. Thanks to its AI technology, users can immediately locate receipts in seconds, eliminating the work of sifting through emails. It offers a significant boost in efficiency when managing receipts.

Can Receiptify retrospectively extract past receipts?

Yes, Receiptify can retrospectively extract past receipts. This means you can retrieve receipts from as far back as needed, facilitating comprehensive record-keeping and receipt management for any time frame.

Does Receiptify offer differing service plans?

Yes, Receiptify offers different service plans suited to varying needs. The plans range from individual to accountant levels. The individual plan is targeted towards individual users and costs $9 per month. The business plan, designed for higher volume receipt management, costs $29 per month. The accountant plan is ideal for businesses with multiple clients and employees, and costs $79 per month. Each plan comes with different limits on features such as the number of email inboxes, volumes of receipts, and the range of email pulling.

How does Receiptify's automatic email receipt recognition work?

Receiptify's automatic email receipt recognition works by identifying email content containing receipts and attachments with receipts. This leverages a mix of artificial intelligence and predefined algorithms to accurately identify and extract receipts, even in a vast number of emails.

Does Receiptify have any cloud-based backup options for receipt storage?

Yes, Receiptify integrates with cloud-based services like Dropbox and Google Drive. This feature allows Receiptify to automatically back up every single receipt to these platforms, providing a secure and convenient storage solution that users can access at any time.

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