Receipt Inbox: upload your receipts and let dash.fi match them for you
Skip manual expense tracking. Upload receipts in bulk to Receipt Inbox and let it automatically match them to your card transactions. Perfect for faster, easier month-end reconciliation.
Receipts have a way of piling up. You mean to attach each one whenever a charge hits, then a busy week happens, and by month-end you’re staring at a screen full of expenses, waiting to reconcile one by one. We built our Receipt Inbox to take care of this for you.
What it is
Receipt Inbox is the newest part of dash.fi’s expense management suite. Instead of matching receipts to card transactions one at a time, you drop them all into a single inbox, dash.fi reads each one, finds the respective card transaction and matches it for you. Upload receipts as you go, or drop in a whole month's worth in one go.
Why it matters
The real cost of expenses is time. Chasing receipts, fixing inconsistent coding, and matching a statement line by line at close. Because both your card and your books are all one system with dash.fi, that work happens as you spend, not in a pile at month-end. Receipt Inbox is built for how people actually work - collect receipts now, sort them later, with far less manual cleanup.
How it works
- Company Administrators can activate the Expense Management product inside the dash.fi app under Company > Products. Once it’s on, you can code transactions, add memos, upload receipts, and connect your ERP so everything flows through automatically.
- Connect your ERP if you use one. Dash.fi syncs with QuickBooks Online, QuickBooks Desktop, NetSuite, Xero, and Sage Intacct. If you’re using an unsupported ERP you can also export coded transactions to a csv.
- Drop receipts into the inbox, one at a time or in bulk. You can also email them directly from your email inbox using your company's personal receipt email inbox.
- Let dash.fi do the matching. We read the details off each receipt, find the transaction it belongs to, and match automatically when the match is clear. If we’re ever unsure, resolving conflicts is done easily by selecting from the suggested options.
Smart where it counts
Receipt Inbox uses AI to identify a receipt from a random file, and will flag and reject anything that is not actually a receipt. When two charges look alike - same day, similar amount, the kind of thing that trips people up on recurring ad-network bills, Receipt Inbox hands you a shortlist and lets you pick the right one. Once an expense is submitted for approval it locks, so an approved receipt match cannot be quietly changed after the fact.
What it looks like for you
Say you get back from a trip with 30 receipts. You drop the lot into the inbox and get on with your day. Dash.fi reads each one and lines it up against your card activity, an $8.40 Microsoft 365 charge here, a supplier invoice there, and matches what it can. You come back to a clean list, review anything ambiguous, and submit. What used to be a tedious afternoon’s work is now just a few minutes.
Get started
If you’re already spending on a Dash.fi card, Company Administrators simply activate the Expense Management product inside dash.fi under Company > Products. Then it’s time to try Receipt Inbox on your next batch of receipts.
New to Dash.fi? Get started here or book a demo with one of our product experts.