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Capture receipts and bills without manual data entry: forward them to AI2Fin by email and the AI reads each one, pulls out the key details, and matches it to the right transaction — attaching the document so your records stay audit-ready.

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How it works

1

Forward the email

Forward a receipt or bill to AI2Fin. Set up an auto-forwarding rule in your email client to make capture completely hands-free.
2

AI extraction

AI2Fin reads the email and any PDF or image attachments and extracts the amount, date, merchant, tax, and line items.
3

Smart matching

The receipt is matched to an existing transaction — or a new expense is created when there’s no match — with category and GST/VAT settings suggested for you.
4

Attached for audit

The original document is stored against the transaction, so your records are always ready for tax time or an audit.

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What gets captured

Receipts & invoices

  • Amount, date, and merchant
  • Tax/GST totals and line items
  • Multi-page PDFs and image attachments

Bills

  • Recurring bill detection
  • Due-date capture
  • Linking to your bill patterns

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Privacy & security

AI2Fin only sees the emails you forward — it never connects to or reads your inbox. Nothing else in your mailbox is accessed.
  • Encrypted in transit and at rest
  • Stored only against your account
  • Delete any receipt or document at any time

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Other ways to add receipts

Snap a photo in chat

Take a photo or upload a PDF in the AI assistant to create an expense instantly.

Upload directly

Attach receipts to any transaction from the web app.
Related: Transaction Management · AI Assistant · CSV Import