Synceipt: Auto Receipt Match

Synceipt — Your complete financial picture, automatically.

Stop chasing receipts and wondering where your money went. Synceipt connects your banks and email accounts, captures every receipt, matches each charge to it, and invoices your customers — so your records stay complete, accurate, and effortless.

Automatic Receipt Capture
Connect your Gmail, Outlook, or Yahoo inbox and Synceipt pulls the merchant, amount, date, and line items from every purchase email — no manual entry. Snap a photo of any paper receipt; our AI does the rest.

Bank Sync — 12,000+ Banks
Link banks and credit cards via Plaid for automatic sync, or upload PDF statements manually. Transactions arrive categorized and ready to match.

Multi-Currency
Transactions in major global currencies stay in their own currency and convert to your primary at the day's rate — nothing lands in the wrong total.

Smart Matching
Our engine links every bank charge to its email or photo receipt — so you know what you bought, not just where you swiped. Manual matching gives you full control.

Invoices & Getting Paid
Bill customers from saved customer and price lists, or upload an invoice you made elsewhere for AI to read in. Email it with the PDF attached, then track Outstanding, Overdue, and Collected. When the deposit lands, Synceipt matches it to the invoice — in full or in part — and closes it out. Cash and bounced payments handled. (Pro & Pro+)

Light Bookkeeping & P&L
Turn transactions into clean books. Mark items Reviewed or Exclude ones that shouldn't count — restore anytime. Money In, Money Out, and Net update live as you filter. Split a deposit (Stripe, Shopify, Square) into revenue, fee, and tax lines. Add custom categories, close and lock a period, and run a Reviewed-only P&L with Revenue by Customer. Export to Excel with per-category tabs, split lines, and a ZIP of your receipts. (Pro & Pro+)

Financial Health Score
Get a monthly score (0–100) on budget adherence, savings rate, credit card behavior, spending consistency, and fraud-free rate. See last month's final score beside your live one, with a plain-English AI brief and three personalized recommendations.

Budgets & Insights
Set category spending limits manually, or let AI generate one from your spending history. Track progress live, with alerts before you overspend.

Projects
Track a trip, renovation, wedding, or any big spend on its own timeline — budget cap, linked transactions and receipts, checklist, and vendor contacts. (Paid plans)

Cash Flow Forecasting
See your projected balance 30 days ahead from your history and recurring bills. Pro+ extends the forecast to 90 days.

Wallet & Gift Cards
Track gift card balances, log cash purchases, and manage it all in one place — including money that never touches a bank account.

Purchase Inventory
Every receipt becomes an inventory record — serial numbers, warranties, and item status in one place. Selling something? Log the sale price and let AI match it to the deposit. Pro users can keep a sale open while adding items, or reopen a finalized one to fix mistakes.

Recurring Bills & Subscriptions
Automatically detect repeating charges. Get renewal alerts, spot price increases, and cancel what you no longer use before it charges again.

Tags & Notes
Tag, annotate, and categorize any transaction, then filter and search your history the way you think about it.

Team & Family Sharing
Invite family, team members, or an advisor (bookkeeper or accountant) into your workspace — pooled capacity, shared spending, role-based access.

Private & Secure
Face ID / Touch ID login. Auto-lock on inactivity. AES-256 encryption. Read-only bank access — we can never move your money. CASA Tier 2 verified. Your data is never sold.

Available on iPhone, iPad, and web at synceipt.com.

Free plan available. Upgrade to Pro or Pro+ for advanced AI, higher limits, and extended forecasting.

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