Receipt Organizer XT

Stop losing receipts in your camera roll. Receipt Organizer XT scans them, matches each one to your bank, and turns business spending into a Schedule C-ready expense file.

Built for freelancers, sole proprietors, and small businesses who need a receipt scanner and expense tracker that stays tied to the actual bank transaction.

HOW IT WORKS
1. Scan a receipt, invoice, or PDF. OCR reads the merchant, date, total, and tax.
2. Match it to your bank feed or an imported statement. Each suggestion shows High, Medium, or Low confidence and why.
3. Swipe Business or Personal. Only business expenses go into your ledger and Schedule C export.
4. Reconcile the period, then download your expense CSV or reconciliation PDF.

SCAN AND ORGANIZE
• Camera, photo library, document scanner, and PDF import
• Batch scan: up to 4 receipts on Free, up to 50 on Pro
• Digital receipt cards you can open, edit, and keep with the match
• Cash and out-of-pocket receipts when there is no bank row

BANK MATCHING
• Connect a bank and review new transactions in Bank Feed
• Import PDF, CSV, OFX, or QFX statements
• Imports stay pending until you match, triage, or apply a vendor rule
• See the reason for each match: amount, merchant, and date
• Low-confidence matches wait for you to confirm

BOOKS THAT ARE READY TO HAND OFF
• Business vs Personal swipe, plus separate workspaces
• Schedule C categories in plain English, with splits and deductibility flags
• Expense ledger you can edit, with charts for where the money went
• Insights for weekly, monthly, or custom dates
• Bank reconciliation: matched, missing, uncategorized, and no-receipt waivers
• Export a categorized expense CSV for your bookkeeper or tax preparer

PRO
• Unlimited receipt and invoice scans
• Up to 5 connected banks and unlimited bank-feed transactions
• Up to 5 business workspaces, plus Personal
• Email forwarding: send receipts to your private inbox for OCR and matching
• Ask Receipt XT: questions about your own receipts and bank rows, with citations
• Subscriptions monitor for recurring charges you can confirm or dismiss
• Mileage log by month and tax year (miles you enter; not a tax filing)
• Priority support

FREE
• 1 business workspace plus Personal
• Up to 20 scans per month and 4 receipts per batch
• 1 connected bank and up to 100 bank-feed transactions per month
• Matching, triage, statement import, rules, insights, reconciliation, and Schedule C CSV export

Receipt Organizer XT organizes records. It does not file your taxes or give tax or legal advice. Ask Receipt XT cites your own data so you can review it with your preparer.

Start free. Upgrade to Pro in the app when you need more scans, more banks, or an unlimited bank feed.