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Documentation
Comprehensive guides for users and developers working with Receiptify
User Documentation
Getting Started
Connect your Gmail account using secure OAuth 2.0 authentication. The platform automatically scans your incoming emails for PDF attachments and uses AI to identify receipts.
No manual setup required - everything happens automatically once you're connected!
How Receipt Processing Works
Email Monitoring
Platform continuously watches your Gmail for new messages
PDF Detection
Automatically finds emails with PDF attachments
AI Classification
Gemini AI analyzes PDFs to determine if they're receipts
Data Extraction
Extracts merchant name, amount, date, and line items
Ledger Entry
Organized data is saved to your personal ledger
Understanding Your Dashboard
Your dashboard shows the processing status of each email with visual indicators:
Receipt successfully processed
AI is analyzing the document
Waiting to be analyzed
Could not process document
Managing Your Ledger
Access your complete financial data with powerful management tools:
Filter & Sort
By date, merchant, amount
Export Data
Download as CSV
Reconcile
Compare with bank
Privacy & Security
Your Data Stays Private
All receipt data is stored locally on your device. Nothing is shared or uploaded to external servers.
Limited Email Access
We only access emails with PDF attachments - no other email content is ever viewed.
Secure Authentication
OAuth 2.0 with Google means we never see your password. Revoke access anytime in your Google settings.
Troubleshooting
No Receipts Showing?
Check if emails have PDF attachments and try refreshing your dashboard
Processing Failed?
Some PDFs may be scanned images - AI works best with text-based PDFs
Connection Issues?
Re-authenticate with Gmail if emails stop syncing