The document journey
What you do, what Bobby does, and who decides
One path, followed by every document. At each step it is explicit which part is automated and which part is a human decision.
This is the workflow Bobby Receipts is being designed around. It is a design sequence, not a demonstration of a working product — none of these steps can be performed today.
Step by step
The journey of one receipt
- Step 01 · Current
Add the document
You
Drag a receipt, scan or supplier invoice into your workspace.
Bobby
Stores the file in EU object storage, private to that workspace.
Human decision
Nothing to review yet.
- Step 02 · Planned
Check the file
You
Nothing.
Bobby
Malware scanning is built but disabled in the pilot, so each document is disclosed as unscanned rather than presented as clean. Anything quarantined stays quarantined and is never opened.
Human decision
You see the scan state on the document before you work with it.
- Step 03 · Current
Read the page
You
Nothing.
Bobby
Reads the text layer where the file has one, and reads the page visually where it does not.
Human decision
Nothing to review yet.
- Step 04 · Current
Propose the details
You
Nothing.
Bobby
Proposes supplier, date, totals, tax where detectable, currency and line items, and records where each value came from.
Human decision
Every proposed value waits for you.
- Step 05 · Current
Review and correct
You
Confirm what is right and correct what is not.
Bobby
Keeps the original proposal next to your correction, immutably.
Human decision
This step is the review. Nothing counts before it.
- Step 06 · Current
Categorize and file
You
Choose or accept a category and the period it belongs to.
Bobby
Suggests a category as a proposal only.
Human decision
You have the last word on the category.
- Step 07 · Planned
Approve where required
You
Approve, or pass it to whoever must.
Bobby
Records who decided what, and when.
Human decision
Approval is a human decision by your workspace, not a verdict from Bobby.
- Step 08 · Current
Export the period
You
Close the period and export it.
Bobby
Produces an immutable export of the reviewed set.
Human decision
You confirm the period is complete before it is produced.
After the journey
Everything lands in one searchable place
Once reviewed, a document sits in the workspace library with its status, category and period visible at a glance. The illustration is synthetic; no real document is shown.
Workspace setup
What company onboarding is intended to ask
This onboarding does not exist yet. It is listed so the intended shape of workspace configuration is visible and reviewable.
- Company name
- Company type
- Tax country
- Relevant accounting preferences
- How sophisticated categories or ledger accounts need to be
- Whether approval is required
- How many approval levels are needed
Arrival routes
How documents arrive
No mailbox, drive or provider connection can be authorized from this site, and none is linked to an account.
Working in the pilot today
Private upload from your device
EU object storage
Structured extraction and review
Period export
Planned, not connected
Gmail and Outlook capture
Google Drive
Workspace-owned storage
Bobby Invoice synchronization
REST API and MCP