AI Business Tools Operational Playbooks

Receipts to Xero or QuickBooks in three taps

Staff snap a receipt in AI Receipt & Expense Tracker, AI reads it, and it lands in your accounts with the photo attached.

4 min read

Lost receipts cost you the VAT back. ExpenseFlo gets every one off the dashboard of the van and into your accounts the same day.

  1. 1

    Connect your accounts

    Settings › Integrations › connect Xero or QuickBooks.

  2. 2

    Give staff access

    Settings › Team › tick Expenses against each person.

  3. 3

    Snap on the phone

    In SmartFloApps tap Expenses, take the photo, check what AI read, pick the job or van and send.

  4. 4

    Approve

    In the office, approve or reject with the photo side by side — or switch on Approve automatically if you work alone.

  5. 5

    Send to your accounts

    Tap Send to Xero or Send to QuickBooks. Each receipt becomes a bill with the photo attached.

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