What Bobby Receipts is being built to do

Documents are designed to go into your workspace only, visible to the people you have put there.

A drag-and-drop surface for adding several documents at once is part of the intended capture design.

The intended direction is PDF documents and phone photographs of paper receipts. Exact accepted formats will be confirmed as capture is built.

Gmail, Outlook, Google Drive and workspace-owned storage are planned sources.

Key fields are intended to be read from the document and presented for confirmation.

Who the document is from, where it can be read.

The date of the receipt or incoming invoice.

Document total, and line detail where the layout allows it.

Tax is extracted only where it is actually present and readable. Bobby Receipts does not compute or attest tax treatment.

The currency the document was issued in.

Whether the document reads as a receipt, an incoming invoice or an uploaded copy of an outgoing invoice.

Flagging a document that looks like one already in the workspace is a planned safeguard.

No extraction is promised to be complete or correct. Every extracted field is designed to be reviewable and correctable by a person.

Personal and company workspaces keep separate sets of documents and separate people.

Documents are organized by the period they belong to, so a month or quarter can be closed as a set.

Plain categories for personal use, configurable per workspace.

Free-form tags for the distinctions categories do not cover.

Advanced company workspaces are intended to map categories onto ledger accounts.

Each document is intended to become a searchable record with its extracted details, status and history.

Suggested categories are presented for a person to accept or change.

Any extracted field can be corrected; the record keeps what changed.

Workspaces that need it can require one or more approval levels before a document is complete.

Asking a colleague a question on a specific document is part of the intended review design.

Who approved what, and when, is intended to be recorded and readable later.

Exporting a reviewed period, with its documents and structured details, is core to the intended product.

Handing a complete, reviewed period to a bookkeeper or accountant is the main intended destination.

Pulling copies of outgoing invoices from Bobby Invoice is a future integration.

Programmatic and agent access are later platform capabilities.