AI Receipt Chat Agents

Chat agents that
get it done.

Ask about your receipts in plain English and get cited answers — then ask the agent to do something. Re-categorize a batch, fix a total, write a rule, export a CSV. It stages every change and waits for your confirmation.

Chat · Q1 2026Live
 |
Client lunches · Q1
$0.00
23 receipts · 50% deductible
Acts
Not just answers
Confirm
Before any change
Cited
Every answer sourced
Bulk
Edits in one ask
Receipt chat agents

Built to act, not just answer.

Every response is grounded in your actual receipt data — and every change runs past you first.

Plain English

Ask in plain English

Say "what did I spend on software in Q3?" or "show every Amazon receipt over $200." No query language, no filters, no pivot tables — just a question.

Takes action

It does the work

Tell it to "re-categorize every Figma charge as software" or "tag last month's travel" and the agent makes the change — across many receipts at once.

You're in control

You confirm every change

Anything that edits your data is shown as a preview first. Hit confirm to apply, or dismiss to walk away. Nothing changes behind your back.

What your agent can do

An assistant with hands, not just answers.

Ask for any of these in plain language. The agent stages the change and shows you exactly what it will do before anything happens.

Edit & fix
  • Set a receipt's category
  • Add tags across many receipts
  • Fix a merchant name, total, or line items
  • Re-categorize a whole batch
  • Auto-categorize items for tax
Create & automate
  • Write a routing rule from a sentence
  • Create a new spending category
  • Change a setting, like your tax set
  • Trash or restore receipts in bulk
Find & export
  • Answer questions with cited receipts
  • Find likely duplicate receipts
  • Preview a tax-deduction report
  • Export a CSV on the spot
  • Jump you to the right screen

The agent's actions — making changes, exporting a CSV, and finding anomalies or missed deductions — are on the Pro plan, and every change shows a preview you confirm or dismiss first. Asking questions and previewing changes are on the free plan, which includes 5 chat messages, so you can try it out before upgrading.

Sample transcripts

Ask a question. Or ask for a change.

The kind of thing a bookkeeper spends an afternoon on. In chat, each one is a sentence — and the edits wait for your confirmation.

You
How much did I spend on client lunches in Q1?
scan-ai
$1,284.50 across 23 receipts. Top merchants: Blue Bottle, Joe & The Juice, Sweetgreen. All mapped to Meals & entertainment (50% deductible). Tap any figure to open the source receipt.
You
Re-categorize all Figma charges as Software subscriptions.
scan-ai
Found 12 Figma receipts. Here's a preview of the change to your Software subscriptions category. Confirm to apply, or dismiss to leave them as-is.
You
Make a rule: anything from "Uber" → Travel, and tag it commute.
scan-ai
Drafted a rule — when store contains “Uber”, set category Travel and add tag “commute.” Preview matches 18 recent receipts. Confirm to save and backfill.
More features

Chat is one piece.

The same structured data powers automations, AI suggestions, and one-click exports.

Rules & automations
Turn a one-off chat request into a rule that runs on every new receipt automatically.
Learn more
AI suggestions
The agent's first pass on entity, tax category, and duplicates — ready for you to confirm.
Learn more
Exports
Ask for a CSV in chat, or build and schedule one in the report builder.
Learn more
Common questions

Receipt chat, answered.

Can scan-ai answer questions about my receipts?

Yes. Ask in plain English, like how much you spent on software last quarter, and the agent answers with the source receipts cited. Tap any figure to open the receipt it came from. Asking questions is on the free plan, which includes 5 chat messages.

Can the chat agent make changes to my receipts?

Yes. It can re-categorize a batch, add tags, fix a total or merchant, create a routing rule or category, change a setting, and trash or restore receipts. Every change is shown as a preview you confirm or dismiss first, so nothing happens behind your back. Data-changing actions are on the Pro plan.

Does scan-ai change my data without asking?

No. Any action that edits your receipts is staged as a preview that waits for your confirmation. You hit confirm to apply or dismiss to walk away. Read-only questions and the previews themselves never change anything on their own.

Does scan-ai file my taxes or connect to my bank?

No. The agent can generate a tax-deduction report, find likely duplicates and missed deductions, and export a CSV, but it does not file returns with the IRS or CRA and does not connect to your bank. It works from the receipts you add to scan-ai.

Get started

Tell it what you need.
Confirm. Done.

Start free with 20 receipts. Ask your first question — and your first edit — the moment your first receipt lands.

Start free — 20 receiptsSee pricing