Help Desk
How can we help?
Short, step-by-step guides to get you up and running with SpendFlow — from your first scan to your first monthly report.
Getting started
How to Create Your Account
Sign up, confirm your email, and you are ready to scan.
1 min read
Scanning receipts
How to Scan a Receipt
Snap a receipt, let AI read it, check it, save it.
2 min read
Scanning receipts
How to Fix What the AI Read
Correct a total, a date, or a line item — your fix is kept.
1 min read
Scanning receipts
How to Re-read a Receipt
When a read failed, or AI was off when you scanned.
1 min read
Scanning receipts
How to Upload Many Receipts at Once
Drop a whole stack of receipts and let SpendFlow read them in the background.
2 min read
Organizing
How to Add a Company
Give another business its own books in SpendFlow.
1 min read
Organizing
How to Add a Division
File receipts under a division of a company, such as a branch or a project.
1 min read
Organizing
How to Add a Group
Lunch, Office, Fuel — sort spending inside a division.
1 min read
Organizing
How to Set Up a Card Rule
File everything paid on one card into a division or group automatically.
1 min read
Organizing
How to Switch Companies
Move between your companies, or see them all together.
1 min read
Organizing
How to Invite a Client to Upload
Give a client a workspace and let them send you receipts.
2 min read
Invoicing
How to Create and Send an Invoice
Bill a customer, email the invoice and share a PDF in a few clicks.
3 min read
Invoicing
How to Record an Invoice Payment
Log a full or part payment and keep each balance up to date.
1 min read
Reports
How to Read Your Monthly Report
Total spent, by card, by merchant, and the trend.
1 min read
Plans & teams
How to Change Your Plan or Add-ons
Switch plans, turn on an add-on and update your card.
2 min read
Account & security
How to Sign In With an Email Link
No password needed — we email you a one-time link.
1 min read
Account & security
How to Reset Your Password
Forgot it? We will email you a secure reset link.
1 min read