Sentinel Documents · Receipt and expense scanning
Receipts read the moment they are snapped.
Crumpled receipts in wallets and photos in chat threads become clean, categorised expense records, matched to the right person and ready for your accounts.
What it does
- Reads receipts from phone photos, scans, email and WhatsApp
- Extracts merchant, date, amount, currency and tax
- Matches each receipt to the person or customer who sent it
- Posts expenses to your accounting system
- Keeps the original image on file for audit
How it works
Receipt and expense scanning, step by step.
- 1
Snap or send
A photo by email, WhatsApp or upload is all it takes.
- 2
Read
Merchant, date, amount and tax are extracted from the image.
- 3
Match
The receipt is matched to the right person, claim or customer.
- 4
Record
The expense is posted and the image is filed.
Works with
Connected to the systems you already use.
QuickBooks Online
Bills and receipts posted from extracted data.
Sentinel and QuickBooks OnlineXero
Bills and receipts posted from extracted data.
Sentinel and XeroWhatsApp Business
Answer messages and receive photos of documents.
Sentinel and WhatsApp BusinessSharePoint
Original files, and extracted data in SharePoint lists.
Sentinel and SharePointFAQ
Questions about receipt and expense scanning.
Do people need an app?
No. They can email the photo or send it on WhatsApp.
Can customers send receipts too?
Yes. Receipts for warranty claims or refunds sent in a chat are read and attached to the customer’s case.
Where are the images kept?
Originals are filed in your document library, such as SharePoint.
Also in Sentinel Documents
More of what Sentinel Documents does.
Invoice processing
Scan, photograph or email supplier invoices. Sentinel extracts every field and line item, posts the bill to QuickBooks, Xero or Sage and files the PDF.
Read morePurchase orders and forms
Sentinel reads purchase orders, delivery notes, contracts and forms, extracts the details, updates your CRM and files every original in SharePoint.
Read moreSee it on your own documents.
Sign in with your work account, or talk to Sibasi about setting it up for your team.