Features

Everything you need to track spending and get paid

From scanning and AI reading to filing, reports and invoices — SpendFlow turns a pile of receipts into spending you can see and search, bills your customers with the tax worked out, and lets your accountant collect it all in one workspace.

Capture

Snap it, and AI does the typing

The SpendFlow phone Review Receipt screen listing three items AI found on a Best Buy receipt, with the items total and an AI confidence note

Scan with your camera

Point, shoot, done. A raised Scan button is always one tap away, and the flow ends back where you were.

Gallery & PDF receipts

Import a photo you already took, or upload the PDF receipt a store emailed you.

AI receipt reading

AI reads the merchant, date, time, subtotal, tax, total, currency, payment method, and the card used.

Line items

Every item on the receipt — quantity, unit price, and line total — ready to review and edit.

Review before you save

Check what the AI read, fix anything it got wrong, and your correction is never overwritten.

Multi-page scanning

The phone app finds the receipt’s edges, straightens it, and joins a long receipt’s pages into one PDF.

Bulk upload

Drop up to 100 receipts at once on Pro and Enterprise — on the web or from your phone’s photos and files — and watch each one get read.

Organize

Filed for you, the way you think

The receipt list with All Companies selected: 364 receipts, with a Company column mixing Northwind Studio and Maple Lane Rentals

By payment card

Receipts group themselves by the card they were paid with — Visa •••• 1234, Mastercard •••• 9876.

Companies

Each business gets its own books — receipts, invoices, customers, currency and fiscal year — and on the web a header switch moves between them.

All Companies

See receipts, invoices, customers and the dashboard across every company at once on the web, then open any row in its own company.

Divisions & groups

Inside a company, file by division — a site, a team, a brand — and by group like Lunch, Office or Fuel.

Card rules

Say "anything on •••• 3456 is Office" once, and every receipt on that card files itself.

"Is this Lunch?"

When a receipt could go more than one way, SpendFlow asks — one tap to answer, and it remembers.

Search & filters

Find any receipt by merchant, card, division, group, month, date range, or amount.

Reports

See where the month went

The SpendFlow dashboard for May to October: CA$7,293.59 spent over 83 receipts, a monthly bar chart, category donut, top merchants and recent receipts

Dashboard

On the web: spending, tax and receipt counts for any period, with the change from the last one, top merchants and a breakdown by group.

Spending trend

On the web: spending by day, week, month or quarter, stacked by group, compared with the period before — click a bar to see its receipts.

Monthly summary

Total spent, tax, and receipt count for the month, on your home screen.

Spending by card

How much went on each card this month, including receipts with no card read.

By merchant

Where you spend the most, ranked.

By division & group

What each division spent, and what went on lunch versus the office.

Invoicing

Bill your customers — the tax does itself

Editing a draft invoice for a coffee roaster: two lines taxed GST 5% and PST 7%, with the invoice summary and Save buttons

Invoices in minutes

Pick a customer, add products and services from your catalog, and the invoice is built line by line.

Taxes calculated for you

Save your rates once — VAT, GST, sales tax, or two at once like GST + PST. Each line carries its taxes, and the invoice totals every tax separately.

Products & services

Keep what you sell and the work you bill — parts, hours, visits — with a price and default taxes, ready to reuse.

Customers on file

Names, contacts and billing addresses saved once, filled in on every invoice.

Payments, even partial ones

Record each payment as it comes in. SpendFlow works out what is paid, partly paid, and still owed.

Outstanding & overdue

See at a glance how much customers owe you, and which invoices are past due.

PDF invoices, emailed

Send the invoice as a PDF straight from SpendFlow, with a Cc and your own message — or download it.

A link to share

Share a private link your customer opens without an account, to see the invoice and download the PDF.

Five invoice looks

Classic, Modern, Minimal, Bold or Compact — with your logo, a QR code, signature lines, A4 or Letter.

For accountants

A workspace per client, receipts that arrive on their own

The accountant Clients page with summary cards and two client workspaces showing receipts, monthly spend, last upload, members and status

A workspace for every client

Each client gets its own receipts, divisions, groups, cards and reports — never mixed with another client’s.

Invite your clients

Send an email invite. Your client and their staff sign in and upload receipts, bills and invoices — by camera, photo or PDF.

AI does the data entry

Every upload is read into totals, tax and line items, and filed by your card rules — before you open it.

Uploaders see only their own

Client staff upload and, if you allow it, see what they uploaded themselves — never a colleague’s receipts or the books.

Review, correct, report

Fix what the AI read, set up the client’s divisions and groups, and run every report — spending, tax and cards.

Private notes per client

Keep a note on each workspace — "year end March, VAT quarterly" — that the client never sees.

Teams

One plan for the whole team

The Enterprise plan’s Team section: 3 of 10 seats used, two joined members, one pending invite and an Add to team field

Up to 10 people

Enterprise adds up to 10 people to your plan, each invited by email.

Up to 5 companies

As the owner, keep up to 5 companies on the plan, each with its own books, all on one bill.

One bill

One subscription and one invoice for the whole team.

Trust

Private by design

Card data stays safe

Only the last four digits of a card are ever stored — even if a full number is printed on the receipt.

Your receipts are yours

Receipt images live in private storage and are only served to your account and the people you invite.

Password-free sign-in

Sign in with a secure one-time link sent to your email — or use your password.

Nothing lost to a hiccup

Your receipt is saved before the AI reads it, so a failed read never costs you the photo. Re-read any time.

Explore

Explore each feature

Receipt scanner

From paper to saved in five taps

Open the app, tap Scan, and snap the receipt. SpendFlow reads it, shows you what it found, and saves it — then drops you back exactly where you were.

AI receipt reading

Stop typing receipts by hand

SpendFlow uses Google Gemini to read every receipt — merchant, receipt number, date and time, subtotal, tax, total, currency, payment method, card, and every line item.

Payment cards

Every receipt, by the card that paid

SpendFlow reads which card paid for each purchase and groups your receipts by it — so "what went on the Visa this month?" is one tap.

Companies, divisions & groups

Every business on its own books

Give each business its own company with separate receipts, invoices and reports. Inside a company, file receipts by division and into groups like Lunch or Office.

Card rules

Set it once, filed forever

Tell SpendFlow that everything paid on a card belongs somewhere — "anything on •••• 3456 is Office" — and every receipt on that card files itself, with no questions asked.

Smart filing

The AI files — it never invents

SpendFlow matches each receipt against your own divisions and groups — by name and by kind of spend, so "restaurant" finds your "Lunch" group. When it is not sure, it asks.

Search & filters

Find any receipt in seconds

Search and filter across every receipt you have ever scanned — and combine filters, so "this card, in September, over $50" is one search.

Spending reports

Where the month went, at a glance

A dashboard for any period, a spending trend you can drill into, and breakdowns by card, merchant, division and group.

Invoicing

Invoice customers, taxes worked out for you

Turn on the Invoicing add-on and bill your own customers from the same account you track expenses in. Add products and services to an invoice, and SpendFlow calculates every tax and the total.

Accountant workspaces

Your clients upload, the AI files, you review

Accountants create a workspace for each client and invite the client and their staff by email. They upload receipts, bills and invoices; SpendFlow reads and files each one, so the firm starts from finished records instead of a shoebox.

Multiple companies

Every business on its own books, one sign-in

Run more than one business? Give each its own company in SpendFlow — its own receipts, invoices, customers, currency and fiscal year — and on the web switch between them from the header.

Dashboard & spending trend

Spot the change before it’s a habit

The web dashboard shows spending, tax and receipt counts for any period next to the period before. The spending trend breaks it down by day, week, month or quarter.

Bulk upload

A shoebox of receipts in one go

On Pro and Enterprise, upload up to 100 receipts at once from the web or your phone’s photos and files. SpendFlow reads each one in the background while you carry on.

Invoice PDFs & sharing

Send it, share it, get paid

Every invoice becomes a PDF in the look you choose. Email it from SpendFlow with your own message, download it, or share a private link your customer opens without an account.

Team plans

One plan for the whole team

SpendFlow Enterprise puts up to 10 people on one plan and lets you keep up to 5 companies of your own, with receipt and invoice allowances set for your company and one bill.

Security & privacy

Built so your data stays yours

Receipts hold more about you than most apps do. SpendFlow is built so a full card number has no way to be stored, and your receipts are shown only to you and the people you invite.

Ready to stop losing receipts?

SpendFlow for iPhone and Android.