Getting started
Create your first expense in a few minutes.
Start
- Open AI Expense Go to AI Bucket Apps and open AI Expense.
Two ways to create an expense
AI create (scan a receipt)
Best when you have a receipt photo and want the form auto-filled.
- Upload/select a receipt image.
- Run AI scan to extract fields into the form.
- Review and correct date/merchant/amount (and notes) before saving.
- Save (optional: attach more images/PDFs).
Manual create
Best when there’s no receipt, or you want to control every field.
- Click “+” to create a new expense.
- Enter date/merchant/amount (and optional description/remark).
- Attach receipt images or PDFs (optional).
- Save, then use Search/Reports to review and organize.
Tips
- For best results, use a clear, well-lit receipt photo.
- AI scan works on the selected receipt image; scan one receipt at a time for clarity.
- Use Reports presets (this month/this quarter) for quick reviews.