How Expensy Works
Expensy makes expense tracking as simple as sending an email. Learn how to get the most out of our service.
Basic Usage
Send Receipts via Email
Simply forward or send your receipts (PDF or image) to [email protected]
- Attach up to 5 receipts per email
- Files must be smaller than 10 MB
- Supported formats: PDF, JPG, PNG
Email Subject as Receipt Title
The subject line of your email will automatically become the title of your receipt.
Example:
Subject: Office Supplies from Staples
Result: Receipt titled "Office Supplies from Staples"
Receipt Parsing Capabilities
Expensy's powerful parsing technology can extract data from various receipt formats:
PDF Files
Digital receipts, invoices, and statements in PDF format
Images & Photos
Smartphone photos of paper receipts, JPG/PNG screenshots
Text Receipts
Email confirmations, plain text receipts, and forwarded messages
Advanced Features
Add Tags via Email Address
Add tags to your receipts by including them in the email address after a plus sign. Separate multiple tags with dots.
receipt+office.supplies.q2
@expensy.io
Examples:
[email protected]- Adds "travel" tagreceipt+client.acme.project- Adds "client", "acme", and "project" tags
@expensy.io
Email Content as Receipt
If you send or forward an email without attachments, Expensy will use the email content itself as the receipt.
How it works:
- Send an email to [email protected] without attachments
- Expensy captures the email content
- The system creates a screenshot of the email
- This screenshot is stored as the receipt image
- All text is processed for data extraction
Perfect for digital receipts, confirmation emails, or any expense information received via email.
Dashboard Management
After processing, all receipts are available in your dashboard where you can:
- Edit receipt details and information
- Add or modify tags
- Categorise expenses
- Add notes and additional context
- Export data in various formats
- Generate reports and summaries
Our Philosophy: Supplement, Not Replace
Expensy is designed to supplement your existing accounting systems, not replace them. We focus on simplifying the receipt capture and data extraction process, allowing you to:
- Export your data to your preferred accounting software or spreadsheets
- Incorporate the data into Google Sheets with custom currency rate calculations
- Use the structured data however it best fits your existing workflows
This approach gives you the flexibility to maintain your established accounting practices while eliminating the tedious manual work of receipt processing.
Ready to Simplify Your Expense Tracking?
Join thousands of businesses who have transformed their expense management with Expensy.