Scanning Receipts with Your Phone

GigBooks can extract transaction data directly from receipt photos. Snap a picture, and AI does the rest.

How to scan a receipt

1. Go to the Receipts tab in the bottom navigation
2. Tap "Take Photo" to use your camera, or "Choose File" to upload an existing image
3. You can also drag and drop images onto the upload area (desktop)

Multiple receipts can be uploaded at once.

What AI extracts

GigBooks uses Claude Vision AI to read your receipt and extract:

• Merchant name — the store or business
• Date — when the purchase was made
• Amount — subtotal before tax
• Tax (HST/GST) — extracted separately when visible
• Line items — individual items on the receipt
• Payment method — cash, debit, or credit
• CRA category — automatically mapped to a T2125 expense line

Confidence levels

Each extraction gets a confidence rating:

• High — all fields clearly extracted. The receipt is automatically saved as a transaction (auto-promoted)
• Medium — most fields extracted but some need review
• Low — the receipt was hard to read. You'll need to review and correct the extracted data

Reviewing and editing

Tap any receipt card to open the detail view where you can:

• Edit the merchant name, date, amount, or tax
• Change the CRA category
• View extracted line items
• Add a description

Saving as a transaction

Once you're happy with the extracted data, tap "Save as Transaction". This creates a categorized transaction in your current fiscal year, just like one from a bank statement upload.

High-confidence receipts are auto-promoted — no manual step needed.

Supported formats

• JPEG, PNG, and WebP images (max 10MB)
• PDF receipts (single page)
• Images are compressed to ~300KB before upload for speed

Plan limits

• Free: 3 receipt scans (lifetime)
• Pro: Unlimited scans
• Max / Tax Season Pass: Unlimited scans

Tips

• Good lighting and a flat surface give the best results
• Crop the image to just the receipt for higher accuracy
• Thermal receipts (the shiny kind) fade over time — scan them early
• Your receipt corrections train merchant memory for future uploads