Scanning
Open Scan in the app and choose Take a photo, Upload photo, Upload PDF, or Manual entry. On the web, the Transactions page has Scan receipt, which accepts JPEG, PNG, HEIC, WebP and PDF. Files up to 10 MB. There is no limit on how many receipts you scan.
What RevvFi reads
AI (Claude) extracts the merchant, amount, date and the line items. Line items are added to My Items, where RevvFi can look for cheaper replacements. The scanner does not choose a category; the category comes from the matched bank transaction or from the automatic categorizer once the receipt is saved.
Matching to a bank transaction
- Automatic match: same amount (to the cent), a clear merchant match, within three days. The receipt is attached without asking.
- Close match: amount within 20%, a looser merchant match, within five days. RevvFi shows up to three candidates under Is this the same transaction? with No, it's separate. Pick one or keep it separate.
- No match: the receipt becomes its own transaction, which is what you want for cash purchases.
A receipt attached to a pending bank transaction stays attached when it posts.
Finding a receipt later
Receipts live on their transactions. Search on the Transactions screen covers vendor, items, category, notes, account and amount. Open the transaction to see the image. Connected AI assistants can search receipt details through Agent Connect but never receive the images.
Receipts in exports
The Deductions PDF offers Include receipts, which adds a page listing a link to each receipt image for verification. Receipt images are not bundled into a ZIP.
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