Agent Mode by Receiptor AI
Summary
Tax season arrives and you realize six months of receipts are scattered across three email addresses, a WhatsApp thread, and a stack of PDFs you keep meaning to name properly — Receiptor AI exists to make that problem retroactively disappear.
Connect Gmail, Outlook, or WhatsApp and the tool scans your inbox — including historical messages — extracting receipts and invoices automatically, categorizing them with transaction context, and pushing exports to QuickBooks, Xero, Google Drive, or CSV. The retroactive extraction is the differentiator: the vendor states it can backfill a full year of missing receipts in minutes, not days. Where it breaks is scope: this is a one-way extraction pipeline, not an accounting system. It does not reconcile transactions, flag duplicates across sources, or handle multi-entity books. Teams that outgrow clean categorization and need approval workflows or audit trails with human sign-off will hit that ceiling fast.
Bottom line: Pick this if you are a freelancer or small business owner whose bookkeeping problem is 'receipts never make it into the system' — plan a different architecture the day your accountant asks for reconciled, multi-entity expense reports with approval trails.
Pricing Plans
SubscriptionLast verified 2 weeks ago- Price
- $29/month
- Free Tier
- Free trial available; Starter plan includes first 500 items checked, first 50 documents captured, first 50 agent queries
STARTER
Bookkeeping that works out of the box for one business
- Unlimited email accounts
- Unlimited mobile scanners
- Accounting export
- Forward export
- Built-in automations
- Memory
- First 500 items checked included, then $0.03 per unit
- First 50 documents captured included, then $0.04 per unit
- First 50 agent queries included, then $0.01 per unit
- 1 accounting connection included, then $12 each
GROWTH
Bookkeeping that adapts to how your business operates
- Everything in Starter, plus
- Storage export
- Custom automations
- Workspaces
- Business entity matching
- API, MCP, and CLI access
- Webhooks
- First 2,500 items checked included, then $0.03 per unit
- First 250 documents captured included, then $0.04 per unit
- First 250 agent queries included, then $0.01 per unit
- 2 accounting connections included, then $12 each
- 1 export destination included, then $5 each
SCALE
Bookkeeping infrastructure for multi-entity and team workflows
- Everything in Growth, plus
- First 10,000 items checked included, then $0.03 per unit
- First 1,000 documents captured included, then $0.04 per unit
- First 1,000 agent queries included, then $0.01 per unit
- 5 accounting connections included, then $12 each
- 3 export destinations included, then $5 each
Enterprise
Fully tailored for your business needs
- Everything in Scale, plus
- Advanced security
- Custom authentication
- Custom integrations
- Custom SLA agreement
View full pricing on receiptor.ai →
Pricing may have changed since last verified. Check the official site for current plans.
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Pros
Sign in to edit- Retroactive inbox scanning pulls historical receipts automatically, so a year of missing documentation does not require a week of manual hunting before your accountant can close the books.
- Context-aware categorization goes beyond basic OCR tagging by using transaction context, which means your exports arrive pre-sorted rather than landing in a single uncategorized pile for you to sort by hand.
- Direct sync to QuickBooks and Xero, so receipts move into your accounting system without a CSV import step that someone has to remember to run.
- WhatsApp accepted as an input source alongside Gmail and Outlook, which means vendors who send receipts via messaging app do not create a separate manual-collection problem.
- Multi-currency and multi-language extraction out of the box, so international invoices do not require a separate handling step or a manual currency conversion before they are usable.
Cons
Sign in to edit- No reconciliation layer: the tool extracts and categorizes but does not match receipts against bank transactions or flag duplicates when the same invoice arrives via email and WhatsApp. Teams that need reconciled records — not just organized documents — add a second tool or do that work inside QuickBooks or Xero manually, which negates part of the time saving.
- No approval workflow or human sign-off step before documents are exported or synced. For businesses where an owner or finance lead needs to review categorization before anything hits the accounting system, this is a manual check bolted on after the fact rather than a step inside the tool.
- The pipeline is one-way and non-agentic: it does not react to anomalies, flag unusual charges, or trigger follow-up actions based on what it finds. Teams that need expense policy enforcement — flagging out-of-policy purchases for review — will hit this ceiling and move to a dedicated expense management platform like Ramp or Expensify, which offer rules-based approval and policy controls Receiptor AI does not provide.
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About
- Platforms
- Web
- API Available
- No
- Self-Hosted
- No
- Last Updated
- 2026-06-30T00:42:06.881Z
Best For
Who it's for
- Small businesses managing expenses
- Freelancers tracking billable receipts
- Accountants delivering cleaner client books
What it does well
- Automate receipt capture from email and messaging apps
- Generate audit-ready reports and accounting syncs
- Reduce manual bookkeeping time for tax and compliance
Integrations
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Frequently Asked Questions
- Is Agent Mode by Receiptor AI free?
- Agent Mode by Receiptor AI has a permanent free tier alongside paid upgrades (paid plans from $29/month). You can keep using a baseline version indefinitely without paying.
- Is Agent Mode by Receiptor AI open source?
- No — Agent Mode by Receiptor AI is a closed-source tool. Source code is not publicly available.
- What platforms does Agent Mode by Receiptor AI support?
- Agent Mode by Receiptor AI is available on: Web.
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Curated lists that include this category
Receiptor AI connects to your email accounts and WhatsApp, then runs scheduled scans to find, extract, and categorize every receipt and invoice it encounters — no forwarding rules, no manual uploads required beyond the initial authorization. The core workflow is three steps: connect your sources, let the AI extract and categorize documents with context-aware tagging, then push the output to QuickBooks, Xero, Google Drive, or a CSV/PDF/ZIP export. The vendor reports processing over 7.2 million emails and WhatsApp messages and extracting more than 550,000 receipts across its user base.
The feature that separates Receiptor AI from generic OCR tools is retroactive inbox extraction. Rather than capturing only new documents from the connection date forward, the tool scans backward through existing email history — the vendor cites a customer recovering a full year of receipts in 15 minutes. It also handles any currency and language, which matters for freelancers billing across borders or small businesses with international vendors.
This tool fits the gap between ‘I have receipts everywhere’ and ‘my books are clean enough to hand to an accountant.’ It does not fill the gap between clean books and closed books. There is no reconciliation engine, no duplicate detection across overlapping sources, and no approval step before documents are categorized and exported. Accountants delivering books for mid-market clients with multi-entity structures or internal approval requirements will find the pipeline stops exactly where their workflow starts getting complicated.
On the integration side, the docs describe direct syncs to Xero and QuickBooks alongside Google Drive, with CSV, PDF, and ZIP export options for teams not on those platforms. WhatsApp receipt capture is available as a distinct input channel — useful for businesses where vendors send receipts via messaging rather than email. Self-hosting is not available, and there is no local install option; all processing runs on Receiptor AI’s infrastructure.