Receipt capture by textReal-time receipt capture by text
Employees can text a receipt instead of using an app. The moment a card is swiped, Clyr texts the employee. They reply with a photo. Clyr reads it, matches it to the transaction, codes it to the job, property, or GL account, and syncs it to accounting. It works on the cards you already have.
How it worksFrom the swipe to the books
- 1
A card is swiped. On a card the company already has.
- 2
Clyr texts the employee about that swipe.
- 3
The employee replies with a photo of the receipt. No app to open.
- 4
Clyr codes it to a job, property, or GL account. Rules cover the predictable cases. An AI suggestion is applied only when it clears a confidence threshold.
- 5
It syncs to accounting with the receipt attached, after any approvals the policy requires.
What you get with ClyrThe 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.
No app for field crewsField crews reply by text
Field crews do not need another app. Clyr texts them when the card is swiped, and they reply with a photo. Nothing to install. The same path covers construction crews and other teams who will not open an expense app.
The main path. The employee replies to the text Clyr sends when the card is swiped. No app.
Forwarding what the vendor already sent.
Capturing an on-screen invoice or receipt.
For subcontractors, cleaners, and vendors who will never have an account.
No-login receipt links →Email, the Chrome extension, and a no-login link cover receipts that do not come back as a text. Same extraction, same coding rules, same books. Setup for text and email is in how to implement automatic receipt submission via SMS or email.
Matching and codingMatched 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.
Follow-upProactive 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.
The loop closesFrom 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.
FAQFrequently asked questions
Can employees text receipts instead of using an app?
Yes. When a card is swiped, Clyr texts the employee and they reply with a photo of the receipt. There is no app to install. Email, the Chrome extension, and a no-login share link cover receipts that do not come back as a text.
How does SMS receipt matching to card transactions work?
Clyr texts the employee about that swipe. They reply with a photo. Clyr reads the receipt and matches it to the card transaction, then codes it to a job, property, or GL account.
How does automated receipt capture and coding work?
A card is swiped, Clyr texts the employee, and they reply with a photo. Rules code the predictable cases. AI suggestions apply only above a confidence threshold, to a job, property, or GL account. The expense then syncs to accounting with the receipt attached.
What tools help construction companies capture receipts from field crews?
Clyr texts the crew when a card is swiped. They reply with a photo. No app. The receipt is coded to the job and synced to accounting.
What if the AI is not sure how to code a texted receipt?
It waits for a person. Suggestions apply only above a confidence threshold, and any human edit wins. The AI adjusts to how the team actually codes.
What if an employee never texts the receipt back?
Text and email reminders go to the people with open items, and team compliance shows on a leaderboard so finance is not left writing the follow-ups.
Get a demoSee 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.