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Receipt capture and coding

Stop chasing, matching and coding receipts

The moment a card is swiped, the spender gets a text. They reply with a photo. Clyr reads the receipt, matches it to the transaction, and codes it to the right job and account. Works on the cards you already have.

Messages · Clyr
$318.42 at Home Depot on Amex •4417. Reply with a photo of the receipt.
📷 Photo sent
Read it: $318.42, Home Depot, today. Matched to your transaction and coded to Maple St. · Materials. Done.
Illustrative SMS thread: alert, photo reply, confirmation.
What you get with Clyr

The receipt chase, ended

Captured in seconds, not at month-end

The receipt is submitted while the person is still standing at the counter, so nothing depends on anyone remembering in three weeks.

Read and coded automatically

Clyr extracts the details from the receipt image and predicts the coding from how your team has coded before. Anything the AI is not confident about waits for a person instead of being guessed at.

Visible while it is still fixable

Finance sees what is missing as it happens, not during close, and reminders chase the stragglers automatically.

Four ways in

Instantly capture and code receipts

Receipts reach Clyr four ways, all of them built for people who will not open an expense app.

By text

Replying to the alert Clyr sends when the card is swiped.

By email

Forwarding what the vendor already sent.

Chrome extension

Capturing an on-screen invoice or receipt.

Share link

For subcontractors, cleaners, and vendors who will never have an account.

No-login receipt links →

Whichever door the receipt comes through, the same extraction, the same coding rules, the same books.

Matching and coding

Matched to the transaction, coded to your ledger

The receipt matches itself to its card transaction in the background. Then coding fills in: rules handle the predictable cases, and AI predicts the rest from your own history, assigning the account, job, property, cost code, and any custom field you use.

Clyr only applies an AI suggestion when it clears a confidence threshold. Below it, the transaction waits for a person rather than being guessed at, and any human edit always wins, with the AI learning from the correction.

See Coding Rules and AI →
Clyr showing a receipt matched to its transaction seconds after the swipe
Follow-up

Proactive reminders for missing receipts

Scheduled text and email reminders go to the people with open items, listing exactly what is missing, so your bookkeeper stops writing awkward follow-up emails. Team compliance is visible on a leaderboard, which turns receipt collection into something the team manages instead of something finance polices.

Field crew checking their open receipt items on a phone
The loop closes

From coded to closed

Coding is not the finish line. Once an expense is coded, your approval policies route the exceptions to the right people, and the finished expense syncs to your accounting or management platform with the receipt attached: QuickBooks, Xero, Sage Intacct, and NetSuite, plus property management, field service, and construction platforms.

Because this happens continuously, month-end is a review of what already reconciled rather than a rebuild of the month.

Approval Workflows →All Integrations →
FAQ

Frequently asked questions

How do employees submit receipts?

By replying to the text Clyr sends at the swipe, by email, with the Chrome extension, or through a no-login share link for people outside your team.

What happens if the AI is not sure how to code something?

It waits for a person. Suggestions only apply above a confidence threshold, and any human edit wins.

Can we correct the coding, and does Clyr learn from it?

Yes to both. Corrections are applied immediately and the AI adjusts to how your team actually codes.

What if an employee never sends the receipt?

Automatic reminders keep going to the people with open items, and team compliance is visible on a leaderboard so it stops being finance’s job to chase.

Where does the coded expense end up?

Synced to your accounting or management platform with the receipt attached, after any approvals your policy requires.

How long do I need to keep receipts?

The IRS generally expects records supporting a tax return to be kept for at least three years, and longer in some situations, up to seven. Clyr keeps the receipt image attached to the transaction, so the record travels with the expense. Confirm your own retention requirements with your tax professional.

Keep exploring
Coding Rules and AINo-Login Receipt LinksCompliance Leaderboard
Get a demo

See it on your own spend

Book a 20-minute demo. Send us one receipt from your phone during the call and watch it arrive read, matched, and coded.

Book a 20-minute demo Already a customer? Log in