Features
Tips and tricks for all main features of SparkReceipt
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AI Fields: extract custom data from your documents
Define your own AI Fields to automatically pull extra details — like supplier VAT IDs, project codes, or serial numbers — from receipts and invoices that the standard scan doesn't capture.
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AI Processing Rules and Sender Rules
Two ways to teach SparkReceipt how to handle incoming scanned email — free-form AI Processing Rules that shape what gets recognised, and Sender Rules that auto-approve or auto-reject specific senders at the approval stage.
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AI-based chart of accounts import
Upload any chart of accounts or P&L spreadsheet and let SparkReceipt's AI turn it into a structured category tree — no manual reformatting required.
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Approval circulation for receipts/documents?
Does SparkReceipt have a process for approving the expense reports uploaded by the employees?
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Automatic email scanning
Connect Gmail, Outlook, or any IMAP mailbox so SparkReceipt imports receipts and invoices from your inbox automatically.
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Bank statement extraction: the complete guide
How to upload a bank or credit card statement, extract its transactions, convert them into expenses and income, and match them to your receipts.
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Can I bulk import historical data into SparkReceipt?
Yes — mass upload your backlog of receipts and invoices, pull older receipts from a connected mailbox, or import a spreadsheet of expenses (Excel, CSV, or a downloaded Google Sheet) by uploading it as a bank statement so each row becomes its own expense.
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Can I download all my documents from SparkReceipt?
Export your receipts and documents from SparkReceipt as XLSX, CSV, or PDF, with filters for date, payment method, user, and tags.
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Can I Import Categories into SparkReceipt?
Yes — you can pick a pre-defined chart of accounts template, upload your own file with AI assistance, build categories manually, or sync them from QuickBooks Online.
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Can I mass upload receipts that are photos on my phone?
Mass upload in mobile
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Can I scan a multi-page (2-page) invoice / Receipt?
Yes.
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Can I split the tax rate for different tax %?
How SparkReceipt splits a receipt's tax into VAT, GST, PST and HST lines, how tax-inclusive and tax-exclusive (net) pricing work, and how to switch a document to net so tax is added on top instead of subtracted from each line.
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Closing accounting periods to lock past documents
Protect finalized months, weeks, or custom date ranges from accidental edits while keeping them visible and exportable.
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Connect your AI tools to SparkReceipt with MCP
Connect Claude, Cursor, and other MCP-capable AI tools directly to your SparkReceipt account so they can search, tag, and act on your documents for you.
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Email history extraction
Import receipts and invoices that already live in your connected mailbox, not just new incoming mail.
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Export an IRS Schedule C worksheet and filled form
Map your categories to Schedule C lines, check the readiness preview, and export a worksheet PDF, an Excel file and the filled Schedule C for a tax year.
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Export files for Sage 50, DATEV, Wave and Sage 200/300
Download your expenses and income as a file already formatted for Sage 50, DATEV, Wave or Sage 200/300, then import it into your accounting software.
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How do I bulk edit categories and tags in the Transaction Manager?
Select several transactions in the Transaction Manager to assign or clear a category, add or replace tags, and run other bulk actions, plus how tags on transactions carry over to your matched receipts and invoices.
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How to create reports in SparkReceipt 📈
In this article, we cover how to generate reports from your expense and income documents.
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How to delete documents (receipts and invoices)
Delete a single receipt or invoice, bulk-delete many at once, and find, restore, or permanently empty the Trash bin — on web and mobile.
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How to find and resolve duplicate documents
How SparkReceipt detects duplicate receipts and documents, how to review them side by side, and how to merge documents the system didn't flag.
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How to forward e-receipts from your email
Get receipts out of your inbox and into SparkReceipt — either by connecting a mailbox for automatic scanning or by forwarding individual emails to your personal SparkReceipt address.
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How to Group Expenses (e.g., for a Client) and Create an Expense Report
If you want to group and report expenses by client, project, or any other purpose, tags are currently the best way to do it in SparkReceipt.
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How to match receipts to bank OR credit card statements
Extract transactions from bank statements or credit card statements and automatically match them to your receipts and invoices
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How to Move Documents Between Linked Accounts in SparkReceipt
If you’ve accidentally added a receipt or document to the wrong Linked Account — no worries! SparkReceipt makes it easy to move documents between your accounts.
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How to set up automations in SparkReceipt
Use automations to create recurring expenses or income, auto-assign details on matching documents, and steer AI extraction with custom instructions.
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How to share your documents with anyone
Create a time-limited live link that lets anyone view and download the documents in a monthly collection.
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How to track mileage with Trips in SparkReceipt
Record business mileage with the built-in Trips feature — GPS auto-tracking on mobile, manual entry on mobile and web, vehicles, reimbursement rates, and round trips.
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How to use ✨ SparkAgent ✨ – Introduction and examples
This article covers how to use SparkAgent, our agentic AI assistant for handling your finances.
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How to use tags (dimensions)
Use tags to organize documents by project, department, region, or any other dimension you care about.
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I can't find my receipt to match
What to do when a receipt isn't showing up in the manual matching list for a bank or credit card transaction.
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Matching transactions to receipts in the Transaction Manager
How automatic matching works, how to approve or reject suggested matches, and how to match a transaction to one or several receipts by hand.
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Pre-defined chart of accounts templates
Start your bookkeeping with a ready-made chart of accounts — IRS Schedule C, US Small Business, European VAT, Finnish Tilikartta, or the SparkReceipt default.
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Refunds, transfers and other special cases on bank statements
How SparkReceipt classifies refunds, transfers between your own accounts, returned payments and other unusual lines on extracted bank statements — and how to correct them.
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The Transaction Manager: reconcile every bank transaction in one place
What the Transaction Manager is, how transactions from bank statements and connected bank accounts flow into it, and what each transaction status and queue means.
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Transfers, exclusions, and creating entries in the Transaction Manager
How to handle transactions that have no receipt — transfers between your own accounts, transactions to exclude from your books, and bank fees or interest you turn into expenses and income.
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Using the Overview screen
In this article we'll explain what the Overview screen is and how to include it in your workflow.
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What data is collected automatically from Receipts / Invoices?
SparkReceipt extracts a wide range of information automatically from receipts and invoices using OCR and AI processing. This article explains which data points are automatically collected and which can be added or edited manually.
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What happens when you delete a bank statement?
Deleting a bank statement trashes the expenses and income that were created from its transactions, but keeps your own uploaded receipts and simply unmatches them. Here's exactly what's affected and how to restore it.
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What to enter in each Schedule C settings field
A field-by-field reference for SparkReceipt's Schedule C settings form, explaining what each box means on the IRS form and what to type.
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Why aren't my bank statement transactions showing in my reports?
Reports count your actual income and expense entries, not the raw lines on a bank statement. Here's why, and how to turn statement transactions into entries that count.
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Why aren't my receipts matching bank transactions?
How SparkReceipt's automatic receipt-to-statement matching works, the most common reasons a match is missed, and how to match transactions manually.