ExpensePro.ai Documentation
Learn how to use ExpensePro.ai to automate your document processing workflow.
Quick Start
Get up and running in 5 minutes
Upload Documents
Learn how to upload and process documents
Email Integration
Connect your email for automatic scanning
QuickBooks Sync
Sync documents to your accounting software
Team Management
Invite team members and manage permissions
Security
Learn about our security features and 2FA
New to ExpensePro.ai?
Follow our quick start guide to get your first documents processed in under 5 minutes.
Get StartedWhat is ExpensePro.ai?
ExpensePro.ai is an AI-powered document processing platform that automatically extracts data from receipts, invoices, statements, and other financial documents. Using advanced AI technology, we can read and understand documents just like a human would — but in seconds.
Key Features
- AI Extraction — Automatically extract vendor names, amounts, line items, tax, and more
- Multi-Source Capture — Upload manually, connect Gmail, Google Drive, or scan via WhatsApp
- Smart Categorization — AI categorizes documents and learns from your custom rules
- Duplicate Detection — Never process the same document twice
- Accounting Sync — One-click sync to QuickBooks
- Team Collaboration — Invite team members with role-based permissions
Supported Document Types
ExpensePro.ai can process:
- Invoices
- Receipts
- Statements
- Credit Notes
- Purchase Orders
- Quotes
Need Help?
If you can't find what you're looking for in the documentation, please don't hesitate to contact our support team. We're here to help!