Receipt rules
that file themselves.
Write a rule once and every matching receipt is handled for you. Match on vendor, amount, category, or raw text — then set a category, add a tag, rename the store, or assign an entity automatically.
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If this receipt, then handle it.
A rule is a set of conditions and a set of actions. Combine conditions with AND or OR, point them at any receipt field, and let scan-ai do the filing the moment a receipt lands.
Match on what the receipt actually says
Conditions read vendor, category, amount, date, location, payment method, or the raw extracted text. Operators include equals, contains, starts-with, ends-with, regex, greater/less than, between, in-list, day-of-week, day-of-month, and in-last-N-days.
Then do the work for you
Set a category, add a tag, rename the store, set a business-deductible percentage, fill a custom field, assign an entity, or reparse the date in your preferred format. One rule can do several at once.
Backfill across what you already have
When you create a rule, run it across existing receipts in one pass — not just new ones. Each rule tracks its own match count, so you can see exactly how much it's handling over time.
Receipt rules automation that reads the whole receipt.
Match on the vendor or store, the category, the amount, the date, the location, the payment method, or the raw extracted text. So “vendor contains Uber” and “amount less than 50” can route every short city ride one way, and everything else another.
Operators cover the cases that actually come up: equals, contains, starts-with, ends-with, regex, greater/less than, between, in-list, day-of-week, day-of-month, and in-last-N-days. Stack conditions in a flat AND/OR list — no nested groups to untangle.
- Match vendor, category, amount, date, location, payment method, or raw text
- Fourteen operators, from contains and regex to between and in-last-N-days
- Combine conditions with AND or OR in one flat list
- A live preview shows which recent receipts would match before you save
Set it once, and stop touching it.
A matching receipt can be sent straight where it belongs: set its category, add a tag, rename a messy store name to something readable, set the business-deductible percentage, fill a custom field, assign an entity, or reparse the date into your preferred format.
Rules run automatically on every new receipt, and you can backfill a new rule across the receipts you already have. Each rule keeps its own match count, so you always know which ones are pulling their weight.
- Set category, add tag, rename store, or set deductible percentage
- Set a custom field or assign an entity
- Reparse the date into your preferred format
- Runs on every new scan and backfills existing receipts on demand
Rules are part of a bigger pipeline.
scan-ai proposes the category and tags on each receipt — accept, tweak, or turn a pattern into a rule.
Map every receipt to a category and label it with tags you control, by hand or by rule.
Keep separate businesses, clients, or properties apart — a rule can assign the right entity for you.
Rules, answered.
How do receipt rules in scan-ai work?
A rule is a set of conditions and a set of actions. Conditions match on the vendor, category, amount, date, location, line items, or the raw extracted text, using operators like contains, regex, between, and in-last-N-days. When a receipt matches, the rule runs its actions automatically, so the filing happens without you touching it.
Can scan-ai run a rule on receipts I have already scanned?
Yes. Rules run on every new scan, and when you create a rule you can backfill it across your existing receipts in one pass. Each rule tracks its own match count, so you can see how many receipts it has handled over time.
What can a rule actually do to a matching receipt?
A rule can set the category, add a tag, rename the store or merchant, set the business-deductible percentage, fill a custom field, assign an entity, or reparse the date into your preferred format. One rule can do several of these at once. You can combine conditions with AND or OR in a single flat list.
Can a rule set a budget category or move money in a budget?
No. Rules do not touch budgets or budget transactions. The actions a rule can take are limited to categories, tags, store names, business percentage, custom fields, entities, and date format. Budgeting stays a separate, manual part of the app.