ExpenseBot
expensebot.ai
What it is
ExpenseBot collects receipts and transactions from sources such as Gmail, photos, banks, and files, then organizes them into tax-ready reports. Its AI extracts vendor, amount, date, and tax details, assigns categories, checks deductibility, and identifies duplicates across sources. It can match receipts with bank and credit-card statement lines to flag missing or duplicate records. When both income and expenses are present, it can build a profit-and-loss report; other reports cover spending, mileage, and year-end summaries. Exports include QuickBooks or Xero files and a ZIP of receipts. Accountants can invite clients, work in act-as mode without a client password, and use a multi-client dashboard. ExpenseBot runs in a browser on phones, tablets, and computers, with no download required. The free accountant client-management option does not include client scanning unless the client subscribes or the accountant sponsors it. Per-seat plans are $10 a month or $100 a year; past-year access options are also listed.
Spec sheet
- What it does
- ExpenseBot captures receipts and income from Gmail, banks and cards, then organizes them in Google Sheets and Drive.Read 15 Oct 2026 · expensebot.ai
- Purpose
- ExpenseBot collects receipts and transactions from sources such as Gmail, photos, banks, and files, then organizes them into tax-ready reports.Read 2 Oct 2026 · expensebot.ai
- Integrations
- The product describes connections with Gmail, Plaid, Google Photos, Google Drive, Google Maps, QuickBooks, and Xero.Read 2 Oct 2026 · expensebot.ai
- Accountant access
- Accountants can invite clients, work in act-as mode without the client's password, and use a multi-client dashboard.Read 2 Oct 2026 · expensebot.ai
- Accounting integrations
- Official pages list QuickBooks, Xero, Sage, FreshBooks, Wave, NetSuite, Business Central and Zoho Books workflows.Read 15 Oct 2026 · expensebot.ai
- AI assistant access
- ExpenseBot says it works with Claude, ChatGPT, and Cursor through an MCP server, using a scoped token that users can revoke.Read 2 Oct 2026 · expensebot.ai
- AI assistant connections
- ExpenseBot advertises connections to ChatGPT, Claude, Gemini, GitHub Copilot, VS Code, Zapier and other MCP clients.Read 15 Oct 2026 · expensebot.ai
- AI processing
- Its AI extracts vendor, amount, date, and tax information, categorizes items, checks deductibility, and removes duplicates across sources.Read 2 Oct 2026 · expensebot.ai
- App availability
- ExpenseBot says it runs in a browser on iPhone, iPad, Android devices, and computers, and does not require a download.Read 2 Oct 2026 · expensebot.ai
- Bank and card reconciliation
- Users can connect bank or card feeds and match transactions against recorded receipts.Read 15 Oct 2026 · workspace.google.com
- Bank connection security
- The privacy policy says Plaid handles bank credentials, and ExpenseBot accesses transaction data relevant to expense tracking.Read 2 Oct 2026 · expensebot.ai
- Capture methods
- Receipt intake supports Gmail, camera photos, Google Photos, Google Drive, PDFs and forwarded emails.Read 15 Oct 2026 · workspace.google.com
- ChatGPT app
- The ChatGPT app directory lists ExpenseBot as a finance app developed by Robert E Balahura, version 2.0.2.Read 15 Oct 2026 · chatgpt.com
- Corporate-card limitation
- The Google Workspace guidance says ExpenseBot does not issue cards or create bank spending limits.Read 15 Oct 2026 · expensebot.ai
- Data residency limit
- ExpenseBot says it does not currently offer UK-only or EEA-only data residency.Read 2 Oct 2026 · expensebot.ai
- Data residency limitation
- ExpenseBot states that it does not currently offer UK-only or EEA-only data residency.Read 15 Oct 2026 · expensebot.ai
- Email data handling
- The privacy policy says email content and attachments are processed transiently and not kept as permanent server copies.Read 15 Oct 2026 · expensebot.ai
- Founded year
- G2 lists ExpenseBot as serving customers since 2013 and gives 2013 as its founding year.Read 15 Oct 2026 · g2.com
- Founder
- The official site identifies Rob Balahura as founder and says he previously had two exits.Read 15 Oct 2026 · expensebot.ai
- GetApp feature ratings
- GetApp reports 5.0 ratings from one review each for mobile receipt upload, automated receipt matching, duplicate detection, mileage, receipt management and reporting.Read 15 Oct 2026 · getapp.com
- GetApp integrations
- GetApp lists QuickBooks Online, Xero, Sage Intacct, Gmail, Zoho Books, FreshBooks, Google Photos and Google Calendar among integrations.Read 15 Oct 2026 · getapp.com
- GetApp support listing
- GetApp lists web, Android and iPhone/iPad support plus knowledge base, email/help desk and chat options.Read 15 Oct 2026 · getapp.com
- Gmail history scanning
- The service can scan Gmail history for receipts, invoices, payables and income notices, including prior years.Read 15 Oct 2026 · expensebot.ai
- Google Drive storage
- Created spreadsheets, reports and durable receipt files remain in the customer’s Google Drive.Read 15 Oct 2026 · workspace.google.com
- Google permissions
- Requested Google access includes Gmail read and label modification, Google Photos read/add, and limited Drive file access.Read 15 Oct 2026 · expensebot.ai
- Income and profit
- ExpenseBot tracks income alongside expenses and can automatically build a profit-and-loss report when both are present.Read 2 Oct 2026 · expensebot.ai
- Income and profit tracking
- ExpenseBot records income from Stripe, PayPal, invoices and cash and reports profit and cash flow by client and month.Read 15 Oct 2026 · expensebot.ai
- Legal operator
- The privacy policy identifies J2Play Ltd. in Toronto, Ontario, Canada as the operator.Read 15 Oct 2026 · expensebot.ai
- Limit of automation
- The FAQ says ExpenseBot handles data entry but does not replace professional judgment; uncertain extraction is flagged for review.Read 2 Oct 2026 · expensebot.ai
- Marketplace update
- The Google Workspace Marketplace listing was updated on August 10, 2026.Read 15 Oct 2026 · workspace.google.com
- MCP endpoint
- The service exposes a hosted MCP endpoint at https://mcp.expensebot.ai/mcp with OAuth discovery, dynamic client registration and PKCE.Read 15 Oct 2026 · expensebot.ai
- MCP package licence
- The read-only npm package @expensebot/mcp-server is published under the MIT licence.Read 15 Oct 2026 · npmjs.com
- Praise: G2 automation
- A G2 reviewer praised photo receipt capture, background AI review, multi-currency handling and report generation.Read 15 Oct 2026 · g2.com
- Praise: G2 ease and support
- G2 reviewers repeatedly describe fast setup, simple account linking, useful QuickBooks syncing and very responsive customer service.Read 15 Oct 2026 · g2.com
- Praise: Trustpilot support
- Trustpilot reviewers repeatedly praise quick help, feature turnaround and assistance configuring tags when recognition needs correction.Read 15 Oct 2026 · trustpilot.com
- Rating on G2
- 4.8 out of 5 from 12 reviewsRead 15 Oct 2026 · g2.com
- Rating on GetApp
- 4.8 out of 5 from 11 reviewsRead 15 Oct 2026 · getapp.com
- Rating on Trustpilot
- 4.5 out of 5 from 13 reviewsRead 15 Oct 2026 · trustpilot.com
- Receipt extraction
- Its AI extracts vendor, amount, date, tax and category from photos, PDFs, screenshots and email receipts.Read 15 Oct 2026 · expensebot.ai
- Reconciliation
- It can match receipts against bank and credit-card statement lines to identify missing or duplicate records.Read 2 Oct 2026 · expensebot.ai
- Reports and exports
- Reports include profit and loss, spending breakdowns, mileage logs, and year-end summaries, with exports to QuickBooks or Xero and a ZIP of receipts.Read 2 Oct 2026 · expensebot.ai
- Security and data storage
- The privacy policy says source documents and spreadsheets remain in the user's Google Drive, while email content and receipt files are processed transiently rather than permanently stored on ExpenseBot's servers.Read 2 Oct 2026 · expensebot.ai
- Security assessment
- The Google Workspace Marketplace listing says ExpenseBot completed a CASA Tier 2 security assessment.Read 15 Oct 2026 · workspace.google.com
- Tax filing limitation
- The year-end page says ExpenseBot does not file tax returns or close books in a general ledger.Read 15 Oct 2026 · expensebot.ai
- Tax support
- The product provides deduction rules for 43 countries and prepares Schedule C or T2125 material, while some other-country forms are beta worksheets.Read 15 Oct 2026 · expensebot.ai
- Who it serves
- The FAQ describes modes for freelancers, employees seeking reimbursement, incorporated businesses, team admins, and accountants or bookkeepers.Read 2 Oct 2026 · expensebot.ai
Plans and prices
Strong points and limits
Strong points
- Collects receipts from email, photos, banks, and files.
- Matches receipts with bank and card statement lines.
- Exports to QuickBooks or Xero and ZIP receipts.
- Runs in a browser without requiring a download.
Limits
- Free accountant client management excludes client scanning without subscription or sponsorship.
- Does not offer UK-only or EEA-only data residency.
- Uncertain extraction is flagged for review.
Who it suits
ExpenseBot is suited to freelancers, employees seeking reimbursement, businesses, team administrators, and accountants or bookkeepers. Accountants can manage clients, while client scanning requires a subscription or sponsorship under the free management option.
ExpenseBot in depth
Read the full write-up
Overview
ExpenseBot is an expense and receipt workflow for freelancers, businesses, employees seeking reimbursement, and accounting practices. It is strongest when receipts need to be gathered from several sources, checked against card or bank activity, and turned into tax-oriented reports; it is not a substitute for an accountant’s judgment.
Its reach extends from capture to client management, but flagged uncertainty still calls for human review. Readers who need that review-and-reconcile workflow may find the breadth worthwhile; those seeking only occasional receipt scanning may prefer a narrower tool.
Key features
ExpenseBot draws receipts and transactions from Gmail, photos, banks, and files. AI extracts vendor, amount, date, and tax information, categorizes expenses, checks deductibility, and looks for duplicates across sources. This can reduce repetitive entry, while review flags keep responsibility for uncertain records with the user.
Receipt matching against bank and credit-card statement lines can surface missing or duplicate records. ExpenseBot also tracks income; when income and expenses are both present, it can build a profit-and-loss report. Other reports cover spending, mileage, and year-end activity. QuickBooks and Xero exports, plus a ZIP of receipts, provide ways to pass records into other workflows.
Connections include Gmail, Plaid, Google Photos, Google Drive, Google Maps, QuickBooks, and Xero. An MCP server also enables access from Claude, ChatGPT, and Cursor using a scoped token that users can revoke. According to the privacy policy, source documents and spreadsheets stay in the user’s Google Drive; email content and receipt files are processed transiently rather than permanently stored on ExpenseBot’s servers. Plaid handles bank credentials, and ExpenseBot accesses transaction data relevant to expense tracking. The absence of UK-only or EEA-only data residency may rule it out for organizations with those requirements.
Accountants can invite clients, work in act-as mode without a client password, and use a multi-client dashboard. That makes ExpenseBot more relevant to practices managing multiple client records than to a standalone scanning app. Automation supports data entry, not professional judgment, and uncertain extraction is flagged for review.
Pricing
ExpenseBot combines a free accountant client-management option with paid per-seat scanning and separate access to completed years. The free plan suits accountants who want to manage clients without paying for that function, but client scanning requires the client’s own subscription or accountant sponsorship.
Accountant / bookkeeper client management: free. Managing clients is free; client scanning requires the client’s own subscription or accountant sponsorship.
Monthly: $10 a month, billed $10 USD per seat each month, for current-year and ongoing scanning. This fits users who want ongoing access without an annual commitment.
Annual: $100 a year, billed $100 USD per seat each year, for current-year and ongoing scanning. It is the annual option for the same ongoing scanning need.
One selected completed year: $79, paid once, billed $79 for one selected completed year. This suits a one-year catch-up rather than ongoing scanning.
Any Past Year access: $199, paid once, billed $199 for access to every completed year available when purchased. It is the broader one-time choice for records spanning multiple completed years.
ExpenseBot also offers a 60-day trial. The current-year plans are priced per seat, so teams should account for each seat; completed-year access is sold as a one-time purchase.
Platforms
ExpenseBot runs in a browser on iPhone, iPad, Android devices, and computers, with no download required. The product identifies web, iOS, Android, and API among its platforms. Browser access is convenient across devices, while readers specifically seeking a downloadable mobile app should note the browser-based approach.
Who it's for
Freelancers and incorporated businesses can use it to collect receipts, reconcile transactions, track income, and prepare reports. Employees seeking reimbursement and team admins are also among its intended users. Accountants and bookkeepers have a distinct reason to choose it: free client management, invitation and act-as workflows, and a multi-client dashboard. It is less suitable for users who want unattended accounting or organizations requiring UK-only or EEA-only data residency.
Pros and cons
Pros: Captures records from multiple sources and matches receipts to statement lines, helping users identify gaps and duplicates.
Pros: Combines income tracking, tax-oriented reports, and QuickBooks or Xero exports, which can support a fuller reporting workflow.
Pros: Accountants can manage clients without paying for that management function, and work without client passwords.
Cons: Client scanning is not included in the free accountant plan; it needs a client subscription or accountant sponsorship.
Cons: Current-year scanning costs per seat, and uncertain extraction still requires review rather than replacing professional judgment.
Cons: UK-only and EEA-only data residency is not offered, which can make the service unsuitable for some data-location requirements.
Alternatives
For a broader comparison of receipt tools, browse Receipt Management Software.
Receipt Reader AI is another freemium option for Android, iOS, web, and API; its free plan includes 10 AI scans per month, one account, and PDF export, while Personal is $5.99 a month for 50 scans. Choose it when a defined monthly scan allowance and lower-cost personal tier matter more than ExpenseBot’s accountant client-management and reconciliation workflow.
Finago eTasku is a freemium Android, iOS, and web alternative with a free DOKUMENTTI plan offering read access to documents added by the accountant under a 12-month subscription period, with VAT added. Consider it when read access to accountant-added documents is the requirement.
ReceiptsAI is a freemium Android, iOS, and web option whose Start Free plan provides 30 one-time credits for image or PDF extraction and basic categorization. It may fit a finite extraction task better than ExpenseBot’s ongoing scanning plans.
Veryfi Invoices OCR API is a freemium option across Android, iOS, web, and API, with a Starter plan at $500 a month and a $500 monthly minimum commitment. Choose it when an API-oriented invoice workflow and its transaction-based pricing structure fit better than ExpenseBot’s per-seat expense scanning.
AutoEntry is a paid Android, iOS, web, and Windows alternative with a free trial but no free plan. Its Bronze plan costs $13 a month, excluding VAT, for 50 monthly credits, unlimited users, and unused credits kept up to 90 days. It may suit teams prioritizing unlimited users and a credit allowance.
Parsio Receipt OCR is a freemium web and API option; its free plan includes 30 credits per month, 30-day data retention, and one user. Consider it when a capped OCR allowance and retention period are a better fit than ExpenseBot’s broader reporting and accountant workflow.
Receipt Stash is a paid Android, iOS, and web alternative with a free trial but no free plan. Its 25 document scans/month plan costs $6 a month, plus $0.29 per additional document. It is worth considering when a small monthly document allowance and per-document overage suit the workload.
Shoeboxed is a paid Android, iOS, web, and API alternative with a free trial but no free plan. Its Starter plan costs $9 a month and includes 30 digital scans per month, 20 paper scans per year, one Magic Envelope per year, unlimited mileage, and one user. Choose it when paper scanning and the included mileage allowance matter more than ExpenseBot’s income tracking and accountant client management.
Verdict
ExpenseBot is a strong choice for freelancers, businesses, and accounting practices that need receipts gathered, reconciled, and organized into reports, especially where multi-client accountant workflows matter. Its central advantage is connecting capture, matching, and reporting in one service; its main caveats are per-seat ongoing scanning, the separate cost or sponsorship requirement for client scanning on the accountant plan, and the need for human review of uncertain entries. Look elsewhere if you need unattended professional accounting or UK-only or EEA-only data residency.
Verdict
ExpenseBot combines receipt collection, transaction matching, and tax-oriented reporting with accountant client-management tools. Its automation supports data entry but does not replace professional judgment.
Where Specifiction places it
- Receipt Management Software#1 of 279.3