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The document lifecycle

How a document is intended to travel

Bobby Receipts is designed around one path that every document follows, from the moment it arrives to the moment bookkeeping can take it. None of these steps are running yet.

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 intended lifecycle

  1. Step 1: Create a personal or company workspace

    A workspace decides how much structure you get: plain categories for personal use, ledger accounts and approval for a company.

  2. Step 2: Answer onboarding questions

    A short set-up conversation is intended to configure the workspace before any document arrives.

  3. Step 3: Upload incoming documents privately

    Receipts and incoming invoices are added by you into your workspace.

  4. Step 4: Review extracted details

    Check what was read from each document and correct anything that is wrong.

  5. Step 5: Select or confirm categories

    Accept a suggested category or choose your own — including a ledger account in company workspaces.

  6. Step 6: Run approval where it is enabled

    Documents pass through the approval levels the workspace configured.

  7. Step 7: Export or hand off

    Send the reviewed, approved set onward to bookkeeping.

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 are expected to arrive

Only private upload is the initial direction. Every other route is planned and not connected; nothing here links an account.

  • Private upload

    Initial direction

    Manual upload of receipts and incoming documents into platform-managed storage is the first intended way documents arrive. It is being built; it is not usable yet.

  • Gmail

    Coming soon

    Bringing receipts in from a mailbox is planned. No mailbox connection exists and none can be authorized here.

  • Outlook

    Coming soon

    Mailbox capture for Outlook is planned on the same footing as Gmail.

  • Google Drive

    Coming soon

    Reading documents you already keep in Drive is planned.

  • Workspace-owned storage

    Coming soon

    Connecting a workspace's own storage location, rather than only platform-managed storage, is planned.

  • Bobby Invoice synchronization

    Future

    Pulling copies of your outgoing invoices from Bobby Invoice is a future integration between the two products.

  • REST API and MCP

    Future

    Programmatic access for teams and agents is a later platform capability. Nothing is published or callable today.