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Routines›Documents›Receipt & Invoice Reader
PRO

Receipt & Invoice Reader

Reads the vendor, date and total from each receipt or invoice, renames it, files it by month and adds a row to Expenses.csv.

Needs internetCloud AIDocuments

This routine sends file content to the Cloud AI provider you connect. Provider usage is billed to your account.

WHAT IT DOES
WHENA new receipt or invoicePDFs and photos
CHECKIs it a receipt?PDFs and photos
UNDERSTANDRead vendor, date and totalCloud AI reads the receipt
DOGive it a clear name{ai.date} {ai.vendor} {ai.total}
DOFile it by monthReceipts › {ai.month}
DOAdd a row to Expenses.csvDate, vendor, total, file

Requirements

What you need.

Routi Pro license
Internet connection
A Cloud AI provider with your own API key. Usage is billed by the provider

You approve it first.

Before Receipt & Invoice Reader turns on, Routi lists every folder it can use and exactly what it will change. Nothing runs until you say yes, and anything moved to the Trash can be restored.

How folder access works ›

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Skip the repeat.

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