Receipt workflow

Convert receipts to CSV

Upload receipt PDFs or phone photos and turn them into clean CSV data for expense tracking, bookkeeping cleanup, and everyday spreadsheet workflows.

Built for receipt PDFs, screenshots, and everyday phone photos.

Extracted fields

What gets extracted

Receipt extraction is focused on the fields people usually need when cleaning up expenses and transaction records.

Vendor or merchant name

Identify the shop, restaurant, travel provider, or service on each receipt.

Transaction date

Pull the purchase date into a clean column for sorting and expense review.

Total

Capture the final paid amount for each receipt where it is visible.

Tax where present

Extract GST, VAT, or sales tax when the receipt includes a separate tax line.

Currency

Preserve currency values for travel expenses or mixed-location receipt batches.

Receipt reference details

Keep merchant-side identifiers when the receipt includes a clear receipt number.

Expense-friendly rows

Prepare receipt data for CSV export so it is easier to review in spreadsheets.

Batch processing support

Handle multiple receipts at once instead of cleaning them up one by one.

Audience

Who it’s for

This workflow is useful anywhere receipt cleanup is repetitive, messy, or stuck in image form.

Freelancers

Turn scattered travel, meal, and supply receipts into one clean CSV export.

Small business owners

Organize expense receipts for bookkeeping without manual spreadsheet entry.

Admin staff

Prepare employee or company receipt batches for review and reimbursement.

Anyone cleaning up expense receipts

Make receipt photos and PDFs easier to work with in a structured spreadsheet format.

How it works

How it works

The receipt-to-CSV flow is built for real-world receipts that arrive as photos, screenshots, or PDFs.

1

Upload receipt images or PDFs

Add travel receipts, meal receipts, store receipts, or expense batches from one place.

2

Extract key receipt fields

Docs to Data identifies dates, merchant names, totals, currency, and tax where readable.

3

Export receipt data to CSV

Download structured rows for expense spreadsheets, bookkeeping prep, or manual review.

Example output

Example output

Example receipt rows below show how mixed expense receipts can be normalized into CSV-friendly data.

File name Type Vendor Date Total Currency
taxi-receipt.jpg Receipt City Taxi 2026-04-05 38.20 AUD
client-lunch.png Receipt Market Bistro 2026-04-08 64.50 USD
stationery-store.pdf Receipt Paper Lane 2026-04-09 21.95 AUD

Example rows are illustrative and show the structure of spreadsheet-ready output.

FAQ

Frequently asked questions

Common questions about this specific workflow.

Can I upload receipt photos?

Yes. Receipt photos from a phone camera can be uploaded alongside PDFs and other supported image files.

What receipt fields are extracted?

Common receipt fields include merchant name, transaction date, total, currency, and tax where the receipt shows it clearly.

Does it work for blurry receipts?

Blurry or low-resolution receipts can reduce accuracy. Clear photos with readable text usually produce better results.

Can I export multiple receipts at once?

Yes. The homepage flow supports batch processing so you can upload several receipts together and export the structured output.

Get started

Ready to clean up receipt batches?

Head back to the homepage uploader to turn receipt photos and PDFs into structured CSV-ready data.