Invoicing, Payment, and Financial ManagementPurpose
1.2. Eliminate manual entry, reduce errors, and accelerate financial closing by extracting data from physical and digital receipts.
1.3. Seamlessly match receipts against invoices and payments related to welding materials, subcontractors, and equipment rentals.
1.4. Centralize expense documentation for audits, tax compliance, and job costing accuracy in the metalwork industry.
1.5. Enable real-time expense tracking, reporting, and approval workflows for field technicians and finance teams.
Trigger Conditions
2.2. Submission of a digital expense report by a welder or supervisor.
2.3. Receipt generated by a supplier integration or POS synced to cloud storage.
2.4. Weekly or monthly scheduled reconciliation sweep.
2.5. Receipt attachment to a payment, PO, or project record in ERP/CRM.
Platform Variants
3.1. QuickBooks Online
• Feature: Receipts API (POST /v3/company/{companyId}/receipt)
• Setting: Enable auto-import and receipt-to-expense matching.
3.2. Xero
• Feature: Receipts endpoint in Files API
• Setting: Attach receipt image to expense claim or bill.
3.3. Expensify
• Feature: API – Create Expense endpoint
• Setting: Configure auto-processing & smart scanning.
3.4. SAP Concur
• Feature: Expense Report Item Entry API
• Setting: Link receipt images and auto-match to transactions.
3.5. Zoho Expense
• Feature: Receipts API
• Setting: Enable auto-scan and categorize rule.
3.6. Bill.com
• Feature: Document Upload API
• Setting: Auto-match uploaded receipts with bills and payments.
3.7. Microsoft Power Automate
• Feature: OCR engine + Outlook/OneDrive trigger
• Setting: Identify receipt in email/drive, extract and push to finance app.
3.8. Google Workspace
• Feature: Google Apps Script + Drive/Sheets API
• Setting: Receipt folder monitoring and insertion to finance tracker.
3.9. Dropbox
• Feature: File Upload Webhook
• Setting: Trigger automation for new receipts in shared folder.
3.10. Dext (formerly Receipt Bank)
• Feature: Mobile/Email receipt capture API
• Setting: Auto-extract and sync to accounting software.
3.11. Hubdoc
• Feature: Fetch & Receipt Capture
• Setting: Route receipts by vendor category automatically.
3.12. Sage Intacct
• Feature: Attachments API
• Setting: Upload and link receipts to payable/expense transaction.
3.13. MYOB
• Feature: In Tray document upload API
• Setting: Automatic data extraction setup.
3.14. ReceiptCat
• Feature: Capture Email/Upload API
• Setting: Auto categorize and export receipts to Excel.
3.15. Wave Accounting
• Feature: Receipts Mobile App
• Setting: Automatic upload to business account and matching.
3.16. Oracle NetSuite
• Feature: SuiteScript & REST attachment API
• Setting: Route and match receipts by project code or PO.
3.17. FreshBooks
• Feature: Receipt Scanning API
• Setting: Configure direct upload and auto-tagging rules.
3.18. Pleo
• Feature: Receipt attachment endpoint
• Setting: Enforce receipt with card spend, auto forward to ledger.
3.19. Square
• Feature: POS API & Webhook
• Setting: Trigger on receipt issued, sync to reconciliation workflow.
3.20. Docparser
• Feature: Document Parsing API
• Setting: Extract, structure and export data for reconciliation.
3.21. Airtable
• Feature: Attachment field & API
• Setting: Store and link receipts to project master table.
3.22. Slack
• Feature: File upload webhook
• Setting: Receipt submission channel triggers workflow.
Benefits
4.2. Real-time visibility into welding project expenses across teams.
4.3. Improved compliance with cost allocations and tax/audit requirements.
4.4. Faster approvals and reduced payment processing delays.
4.5. Enhanced detection of duplicate or erroneous entries.
4.6. Better decision-making with timely, accurate job costing data.
4.7. Seamless documentation trail from receipt capture to reconciliation.