How To Scan Receipts From A Mobile? (Receipts2sheets App)

How To Scan Receipts From A Mobile? (Receipts2sheets App)

Written by: Stewart Gauld

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Published on

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Time to read 4 min

How to scan receipts from a mobile?

Managing receipts shouldn’t feel like a never-ending chore, but for many small business owners, it often results in lost paper trails and hours spent on manual data entry. 

But imagine if there was a way that that entire process could run itself the moment you snap a photo? Well…..now it can.

Introducing... Receipts2sheets, the new, innovative AI-driven app that allows you to effortlessly scan your receipts from your mobile into Google Workspace.

This is undoubtedly the easiest and smartest way to track and manage your business receipts and expenses with Google Sheets!

To scan your receipts from your mobile phone:

  1. Download Receipts2sheets on your mobile and connect it to the relevant Google Drive folder and Google Sheets file.
  2. Inside the app, click ‘Scan Now’ and take a photo of your receipt.
  3. The app handles the rest automatically: the receipt image is securely filed in Google Drive, and the expense data is populated into your connected Google Sheet!

Let’s take a closer look at how you can scan your business receipts from Receipts2sheets now.

How to scan receipts from Receipts2sheets app?

iOS App Store Here’s a step-by-step guide to setting up and scanning receipts using the Receipts2sheets app:

  1. Go to the iOS App Store (for Apple users) or Google Play (for Android users) and download Receipts2sheets.
  2. Once installed, create your account and select a secure 4-digit PIN. 
  3. You’ll need to also verify your email to fully activate your profile and begin using the features.
  4. Select the menu icon (three lines), then pick the Google Drive folder and Google Sheets file where you want your business receipts and data logged.

Note: If you’re a Premium plan user, you can connect a custom Google Sheets template or have the app generate a new one for you.

Free users must connect specifically to their Sheetify Bookkeeping spreadsheet.

  1. When you’re ready to log an expense, simply click ‘Scan Now’ and snap a photo of your receipt (or choose an existing photo from your phone).
  2. The app’s smart AI scanning will instantly begin extracting the essential details, such as the vendor, date, amount, category, and receipt ID.
  3. Edit these details or add specific notes to ensure everything is 100% accurate (if required).
  4. Once scanned, synced, and confirmed, the app automatically saves the receipt image into your selected Google Drive folder.
  5. The expense data is also instantly updated in your connected Google Sheets spreadsheet.

For a deeper understanding of your finances, you can:

  • Open the ‘AI Insights’ tab inside the app.
  • Ask questions like ‘What was my biggest expense last month?’.
  • Generate visuals like bar and pie charts to review your spending habits immediately.

The AI will then return a clear summary from your receipt data.

Once the insight appears, simply refine the prompt if required.

  • Click ‘Share’ on the top right-hand corner of your AI-generated insight to create a PDF of your AI insight.
  • Send the PDF report from your mobile to an email, computer, or to your contacts.

And that is how you can effortlessly scan your receipts from a mobile device!

In a world where you likely manage business operations from your phone, expense tracking should be just as mobile and effortless. 

And with Receipts2sheets, hours of manual data entry are reduced to moments. Simply snap a photo, scan your receipt, and let the app take care of the rest.

What is Receipts2sheets Sheetify Bookkeeping integration?

Are you a Sheetify Bookkeeping user? This is the ultimate integration you’ve been waiting for!

The Receipts2sheets Sheetify Bookkeeping integration was designed to remove friction from small business bookkeeping by turning receipt capture into a fully automated workflow. 

Basically, instead of treating receipt scanning and bookkeeping as separate tasks, this innovative integration connects the two into one seamless system.

The mobile app handles data capture while Sheetify Bookkeeping provides the structured accounting framework inside Google Sheets.

At the heart of the integration lies its direct data syncing. 

When you scan a receipt using the Receipts2sheets mobile app, the app automatically extracts key details such as the vendor name, date, amount, category, and notes. 

This data is then injected straight into the ‘Expenses’ tab of your Sheetify Bookkeeping spreadsheet, with no exporting, copying, or manual entry required. 

Each receipt becomes a clean, correctly formatted row in your books within seconds!

This setup eliminates one of the most time-consuming parts of bookkeeping: manual data entry. 

While Sheetify Bookkeeping already organizes your income, invoices, and expenses effortlessly, pairing it with Receipts2sheets means the app does the heavy lifting for you.

Every single receipt expense is logged instantly, reducing data entry errors and ensuring your records stay accurate and up to date. 

Additionally, the integration also creates audit-ready financial records! Alongside each expense entry:

The original receipt image is automatically uploaded to your chosen Google Drive folder. 

A direct link to that image is then added inside the spreadsheet row, so every transaction is backed by visual proof. 

This makes reviews, reconciliations, and tax calculations significantly easier when tax preparation time rolls around!

To make the integration even more accessible, Receipts2sheets offers an exclusive Freemium plan for Sheetify Bookkeeping users.

For a one-time purchase of $57 for the Sheetify Bookkeeping template, users gain access to the Receipts2sheets Freemium plan completely for free.

This ‘Freemium’ plan scans up to 100 receipts per month and 30 AI-powered insights……at no ongoing cost!

For businesses with higher volumes, upgrading to the Premium plan ($7.99 per month) unlocks unlimited receipt scanning.

As you can see, the Receipts2sheets and Sheetify Bookkeeping integration transforms mobile receipt scanning into a fast, automated Google-based bookkeeping process.

Start using Sheetify Bookkeeping today and unlock free access to Receipts2sheets now!

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