Quick Start Guide
Get your first documents processed in under 5 minutes.
Step 1: Create Your Account
Head to app.expensepro.ai/signup and create your account. You can sign up with your Google account or use an email address.
Tip: Your first 50 documents are free, no credit card required.
Step 2: Upload Your First Document
Once logged in, navigate to the Upload section in the sidebar. You can:
- Drag and drop files directly onto the upload area
- Click to browse and select files
- Connect Google Drive to import files
Supported formats include PDF, PNG, JPG, and DOCX.
Step 3: Watch AI Extract the Data
As soon as you upload a document, our AI begins processing. You'll see:
- Document type detection (invoice, receipt, statement, etc.)
- Vendor name extraction
- Amount and currency
- Line items breakdown
- Tax information
- Payment status
Processing typically takes 2-5 seconds per document.
Step 4: Review and Save
After extraction, review the data to ensure accuracy. You can:
- Edit any extracted field
- View the original document side-by-side
- Add or remove line items
- Change the category
Click Save to add the document to your library.
Step 5: Set Up Email Integration (Optional)
To automatically scan your email for documents:
- Go to Email Connections in the sidebar
- Click Connect Gmail
- Authorize ExpensePro.ai to access your email
- Configure which folders to scan and what to extract
Learn more about email integration →
Step 6: Connect QuickBooks (Optional)
To sync your documents to QuickBooks:
- Go to Accounting in the sidebar
- Click Connect QuickBooks
- Sign in to your QuickBooks account
- Authorize the connection
Once connected, you can sync approved documents with one click.
Learn more about QuickBooks integration →
You're All Set! 🎉
You now know the basics of ExpensePro.ai. Here are some next steps to explore: