sassafras
ai receipt scanner and expense tracking
articles
- 01
scan your first receipt
snap a photo or upload a pdf. sassafras pulls the date, vendor, total, and tax automatically.
4 steps·~2 min - 02
categorize receipts for tax season
tag receipts by category so your accountant can pull a clean year-end report.
3 steps·~2 min - 03
export receipts to csv
download a spreadsheet of receipts for any date range — perfect for your bookkeeper.
3 steps·~2 min - 04
fix a receipt that scanned wrong
ai scanning gets ~95% of receipts right, but the other 5% — faded thermal, glare, weird formatting — need a quick manual cleanup. takes 30 seconds.
3 steps·~2 min - 05
link a receipt to a job
for receipts tied to a specific job (materials for a customer's project, gas for a delivery), tagging the receipt to the crawdad job makes job profitability instantly visible.
3 steps·~2 min - 06
scan a stack of receipts at once
for the end-of-month catchup when you've got 30 receipts in the truck. sassafras's batch mode handles them one after the other without you tapping save every time.
3 steps·~2 min - 07
find an old receipt fast
tax season, audits, or just "did i actually pay for that?" — sassafras's search and filter tools find any receipt by vendor, date range, amount, category, or any combination.
3 steps·~2 min - 08
use buckets to keep businesses separate
if you run two businesses out of one account (or you want to keep personal receipts away from work), buckets are how you scope. every receipt belongs to exactly one bucket, and exports/searches are per-bucket.
3 steps·~2 min - 09
tag receipts for cross-cuts the categories don't catch
categories are for tax buckets (meals, vehicle, supplies). tags are for everything else — by-job, by-trip, by-project, by-vendor. a receipt can have multiple tags.
3 steps·~2 min - 10
share read-only access with your accountant
instead of emailing csvs at quarter-end, set your accountant up with a read-only share link. they get a continuously-fresh view of your receipts without ever logging into your wymzy account.
3 steps·~2 min - 11
email digital receipts straight in
for amazon, lowe's, uber, gas-station-with-email-receipts — you don't need to scan anything. forward the email to your sassafras inbox address and it parses itself.
3 steps·~2 min - 12
what happens when sassafras spots a duplicate
scan the same receipt twice and sassafras catches it before it lands in your list. saves you a real headache at quarter-end.
3 steps·~2 min - 13
delete receipts in bulk
for the catchup-month where you scanned a stack with bad lighting and need to redo them, or for moving an old bucket out, sassafras's bulk select handles it cleanly.
3 steps·~2 min - 14
the daily scan cap and what hits it
the lower subscription tiers have a daily scan limit to keep ai costs sane. the banner at the top of the page tells you what you've used. here's how the cap actually works.
3 steps·~2 min
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