How Receipt Runner works
Receipt Runner does the same work you would have to do without it:
It searches through emails, finds the right receipt, and delivers it as a PDF designed for accountants.
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Searching for and matching receipts
The app tries to make it 100x easier to find receipts. After you’ve set it up the first time, all you have to do is:
- Press "Run Receipts", and Receipt Runner will find receipts for you
- Review the matches, or approve all with one click
- (optional) Tweak the search if it didn’t find a receipt
- Export them!
Exporting to accounting software
Receipt Runner makes every receipt into a well named PDF, ready for accounting software or your accountant.
Most accounting software allows you to import receipts by email, and all allow you to upload PDFs. Therefore, there’s two ways to export:
- By email
- To a folder on your computer
Use Quickbooks? Head over to their site and read how to set up email imports
Setting it up the first time
The app guides you through the three-step setup:
- Connect the gmail accounts you want to search for receipts
- Import a bank statement or connect your bank
- Choose the date range you want to search through, then start finding receipts!
Importing transactions from Plaid
Autosync automatically fetches transactions for you, using Plaid to connect to your bank.
Plaid works for many US and Canadian accounts.
Plaid uses and stores your bank credentials to sync transactions from your bank. You should read the Plaid privacy statement to make sure that’s OK for you.
Receipt Runner never sees your credentials, and they are deleted by Plaid if you disconnect the account.
If you prefer not to use Plaid, you can import bank statements manually.
Importing bank statements
If your bank doesn't support autosync through Plaid you can import data from excel, CSV and many types of formatted bank statements. Send me an email at firstname.lastname@example.org, or if you use a different format!
All data is kept locally in this app, and nothing touches any servers.
The data must be formatted in a way that Receipt Runner recognizes. At minimum we need a column for the date, one for the description, and one for the sum. (Two columns for out and in are also supported).
It should work for bank statements from any bank, anywhere in the world.
Payment and refunds
You get to download and test the app for free, no credit card required, before you decide if you want to pay.
If you wish to buy the app, you do so in the app itself. Pricing is $4.99 per month, paid yearly or monthly.
I don't want you to pay for something you don't want, so if you aren't happy with Receipt Runner, for any reason, you can yourself cancel the subscription and refund the last 90 days of charges in the app settings.
Test it out here:
Security and privacy
Receipt Runner is a local app. That means that everything is done by your computer and on your computer.
No personal data is ever sent to me or shared with anyone. It’s all private and secure by default.
There are three exceptions to this:
- 1) If you use Plaid to import bank transactions automatically
- 2) If you pay for the app
- When paying your email address and subscription status is stored on my server, and Stripe handles your payment data.
- 3) If you open the chat widget, data you share with the chat widget is handled by Crisp.
Ready to try?
Test it yourself
Receipt Runner only works on Macs and PCs.
Get a link sent to your email so you can test it when you're back at your desk!
When you get the app, you can test it for free with limited exports, without entering any card information.
Don't use Gmail?
Want a heads up when your email provider is supported?