Receipt categorization
and tags, three layers deep.
Your own spending categories, AI-suggested tax categories you confirm, and free-form tags on every receipt. OCR stays inside the categories you defined and flags anything it doesn’t recognize.
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Three ways to sort a receipt.
Spending categories are yours to define. Tax categories are AI-suggested and confirmed by you. Tags are free-form labels you can search. The three layers stack on the same receipt.
Spending categories, your way
Build a free-form list of categories — each with its own color and icon. A coffee run lands in Coffee, a Figma charge lands in Software. OCR is constrained to your list, so nothing gets invented.
Tax categories you confirm
Built-in US Schedule C and Canadian T2125 / T776 presets, or your own custom set. The AI suggests a tax category and a deductible percentage per line item with a confidence score — you stay the one who approves.
Free-form tags on anything
Add labels per receipt — a client name, a trip, a project. Autocomplete suggests tags you've used before, and search pulls every receipt that carries one back in a single view.
Your categories, your colors, your icons.
Spending categories are a free-form list you build — a flat set, each with a color and an icon so a glance tells you where the money went. OCR is constrained to that list when it reads a receipt, so a Blue Bottle charge slots into Coffee instead of spawning a one-off category.
When a receipt doesn’t match anything you’ve set up, it gets flagged for a quick review rather than guessed at. You stay in control of the list, and the scanner stays honest about what it actually recognized.
- Free-form category list — add or rename anytime
- A color and an icon per category
- OCR constrained to the categories you defined
- Unfamiliar receipts flagged for a quick review
Receipt categorization tags that hold up at filing time.
On top of your spending categories, scan-ai suggests a tax category and a business-deductible percentage for each line item — pulled from built-in US Schedule C and Canadian T2125 / T776 presets, or a custom set you maintain. Every suggestion comes with a confidence score, and you confirm it. It is never silently automatic.
Each item keeps a per-item audit trail of what was suggested and what you chose. Tags ride alongside all of it: free-form labels per receipt with autocomplete, so a client name or a trip stays consistent and every receipt that carries a tag is one search away.
- AI-suggested tax category + deductible % per line item
- Confidence score on every suggestion
- Per-item audit trail — suggested vs. confirmed
- Free-form tags with autocomplete and search
Sorting is one piece.
AI suggests a Schedule C or T2125 line and a deductible percentage per item. You confirm; it keeps the audit trail.
Turn a one-time fix into a standing rule, so the next receipt like it sorts itself the same way.
Keep separate businesses cleanly apart, each with its own categories and tax set under one account.
Categorization, answered.
How does scan-ai categorize a receipt?
Each line item can be assigned a tax category, either manually or by accepting an AI suggestion. The AI proposes a category with a confidence score and you confirm it, so a category is never set silently. Your custom categories are always available alongside the built-in system ones.
Can I add my own categories and tags?
Yes. On top of the system US and Canada tax categories, you can create your own custom categories and maintain them yourself. You can also add free-form tags to any receipt, such as a client name, a trip, or a project, and search receipts by those tags.
Can I mark something as only partly for business?
Yes. Each line item carries a business-use percentage from 0 to 100, so a mixed expense can be split rather than counted fully. The percentage is stored per item and feeds the deductible amount in your tax summary.
Does scan-ai file my taxes or connect to my bank?
No. scan-ai categorizes and tags receipts you scan or upload, it does not file returns and it does not connect to your bank account. It organizes your receipt data so you or your accountant can use it at filing time.