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Recording Money

Upload a receipt

Use Smart Capture to snap a photo and let Acctally extract the details automatically.

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Smart Capture

Snap it. We read it. You're done.

Tired of typing in receipt details? Just take a photo. Acctally's Smart Capture reads receipts and invoices, extracts the important information, and creates a transaction for you to review.

πŸ“± Phone camera β†’ πŸ€– AI extraction β†’ βœ… Ready to approve

What Smart Capture extracts

Point your camera at a receipt or invoice, and Acctally pulls out:

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Vendor / Merchant

"Shoprite," "Total Energies," "Chicken Republic"

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Total amount

The final amount you paid, including VAT

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Date

When the transaction happened

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Receipt / Invoice number

For matching and reference

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Line items

Individual items with quantities and prices

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Payment method

Cash, POS, transfer (when printed on receipt)

How to upload

Three ways to get your receipts into Acctally:

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Option 1: Camera (recommended)

Click the camera icon or + Upload Receipt button. Your phone camera opens. Snap the receipt. Done.

Best for: Receipts you just received. Snap it before you lose it!

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Option 2: Upload file

Drag and drop or browse to select a file. Works with images (JPG, PNG) and PDFs.

Best for: Digital invoices, email attachments, or photos already on your device.

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Option 3: Forward email

Forward invoices to your dedicated Acctally email address. We extract them automatically.

Best for: Recurring digital invoices from suppliers.

What happens next?

1

Upload starts processing

You'll see a spinner while Smart Capture reads the document (usually 2-5 seconds)

2

Data is extracted

Vendor, amount, date, line items are pulled from the image

3

Transaction is created

A draft expense appears with fields pre-filled

4

You review and approve

Check the details, pick a category, select the money account, and save

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The original document is stored forever. You can always view the original receipt attached to the transaction. Perfect for audits.

Tips for best results

Good lighting β€” Natural light or bright indoor light works best
Flat surface β€” Place receipt on a table, don't photograph it crumpled
Entire receipt visible β€” Make sure all edges are in frame, especially the total
Avoid shadows β€” Don't let your hand or phone shadow the text
Act fast on thermal receipts β€” Those shiny receipts fade quickly. Capture same day if possible.

What if Smart Capture gets it wrong?

AI is smart but not perfect. Sometimes the extraction might be off, especially with:

  • Faded or damaged receipts
  • Handwritten receipts
  • Very small or unusual fonts
  • Receipts in languages we don't support yet

No worries, you can edit!

All extracted data is editable. Just fix any mistakes before saving. The original image stays attached so you can always reference it.

If confidence is low, the transaction goes to your review queue automatically so you know to double-check it.

Receipts vs Invoices

Smart Capture handles both, but they work slightly differently:

🧾 Receipts

Proof you already paid. Creates an expense transaction immediately.

Fuel receipt, supermarket POS slip, restaurant bill

πŸ“„ Invoices

A bill you haven't paid yet. Creates a payable you can track and pay later.

Utility bill, supplier invoice, professional services bill

Acctally auto-detects which type it is based on the document content. You can change it if we guess wrong.