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Receipt Capture: Captured to Reconciled

With Docyt, scanning a receipt is just the starting point. Use Docyt’s receipt workflow to review and approve receipts. Then, Docyt autosyncs the receipt with its respective credit card transaction in your accounting software. That way, you’re always audit protected!

Whether you have one business or many, Docyt can automate your
end-to-end receipt workflow.

Docyt Receipt Capture

How Receipt Capture Works

From your mobile phone to your accounting software, track receipts as they move through your financial workflow.

Collect step in Receipt Capture workflow


Snap, email, scan, or upload your receipts.

Extract step in Receipt Capture workflow


Docyt uses Machine Learning to identify and extract data.

Approve step in Receipt Capture workflow


Review and approve receipts in Docyt Receipt Box.


Docyt autosyncs approved receipts to your accounting software.

Update step in Receipt Capture workflow


Balance sheet and P&L are automatically updated.

Docyt Receipt Box

Docyt Receipt Box user interface

Docyt Expense Reports Features

AI data extraction

AI Data Extraction

It's unlimited, for all pricing plans.

Machine Learning

Machine Learning

Provides greater accuracy than older OCR technology.

Data security

Data Security

Receipt capture is by invitation only to mitigate fraud.

Duplicate detection

Duplicate Detection

Docyt alerts you of duplicates.

Admin Account

Admin Account

Owner/CFO/Controller can see total spend and spend by employee.

Employee credit card

Employee Credit Cards

Docyt AI identifies and displays each employee's receipts and credit card transactions in their Docyt.

Bank Feeds

Bank Feeds

Receipts matched to credit card transactions and auto synced to accounting software.



Ask questions about receipts. Search past conversations.



Track spending by vendor.



Find any receipt via keywords.

Document Storage

Document Storage

Unlimited, encrypted document storage.

CSV Exports

CSV Exports

Export transactions. Follow up on missing receipts.

Employee Spend Management

Empower your employees while controlling your expenses.

Owner CFO Controller


See total spend by employee with attached receipts.



Scan receipts, see transaction history, identify missing receipts.

Vendors colored


Track all vendors and respective total spend.

Employee spend management
Receipt Box Employee Expenses Capabilities

Receipt Tracking for Employee Credit Cards

No matter what corporate card your company uses, Docyt AI can identify each employee’s credit card charges, match them to the receipts, and route them to their Docyt account.

Employees can shift from paper to digital receipts and manage their corporate spending in the palm of their hand with the Docyt mobile app.

Roles and Permissions

Mitigate fraud and maintain a clean accounting software ledger by designating who can scan and approve receipts.


You can invite employees as a user. Assigned users can upload receipts using their smartphones or scan and forward them via email. Each user can access transactions and receipts for accounts specifically authorized to them, ensuring secure and controlled financial management.


Employees can only access receipts and transactions for their employee credit card.


The assigned approver reviews and approves each receipt.

Accounting Software

After approval, each receipt is automatically attached in your accounting software.

Receipt Box Roles and Permissions Capabilities
Receipt Box Multi Entity Capabilties

Multi-Entity Receipt Management

Easily manage expenses across all your business entities.

Inter-Entity Receipt Splits

Docyt will split the expenses across entities and update the balance sheet in each entity's accounting software.

Inter-Entity Settlements

At the end of the month, quarter, or year, transfer funds from the businesses who incurred the liability to the business who incurred the expense. Docyt will update each entity's balance sheets.

Continuous, Automated Reconciliation

Your accounting software is always up to date. As receipts get accepted, they are matched with the credit card transaction and synced with your accounting software.

Real-Time Financial Reports

Compare performance of each entity. Since Docyt is continuously reconciling your accounting software, your financial statements are updated in real time.

Franchise Owners Who Use Docyt

Air Bnb
Choice Hotels
Holiday Inn

Automate your accounting.

Docyt AI