1
Upload Receipts
Analyze & extract data
2
Bank Transactions
Analyze & verify data
3
Compare
Find mismatches
Step 1 — Upload Receipts
Select one or more receipt files (PDF, JPEG, CSV). We'll extract date, amount and card info.
Extracted Receipt Data
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Total Receipts
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Cards Matched
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Unknown Cards
| # | File | Date | Amount | Card Last 4 | Card Name |
|---|
🔒 Complete Step 1 first
Step 2 — Upload Bank Transactions
Upload the Chase or Citi business credit card statement (PDF or CSV). We'll extract all transaction data.
Bank Transactions Loaded
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Total Transactions
🔒 Complete Step 2 first
Step 3 — Compare Receipts vs Bank
Match extracted receipts against bank transactions by amount and card name.
Comparison Results
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Matched
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Receipts not in Bank
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Bank not in Receipts
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Mismatches
| # | Date | Amount | Card Last 4 | Card Name | Source | Status | Note |
|---|