I’ve been using FreeAgent for what must be over ten years now and have never been able to keep on top of my receipts. I’ve used various add ons and Smart Capture etc - but they just don’t cut it for me
So I have created a very simple app which for me is working perfectly. You capture a receipt (PDF, camera phone or photo) and AI pulls out the total amount, date and supplier.
Clicking on that receipt then lists FreeAgent transactions that it could match - and you can upload it from there.
Very lean and quick - I am very pleased with it. Will add the ability to email receipts in (which for me is a big missing feature with Smart Capture) shortly - but keen to hear what you all think.
Am sure you are thinking - this has all been done before - but as I say, I haven’t found anything that does this and keeps it simple. Pease tell me if I have missed an app or a service.
Transactions with no explanations
Creates an explanation (for the full amount) and adds the receipt. The category can be selected at the time of uploading the receipt or a default used.
Transactions with an explanation (approved)
It firstly deletes the explanation, then creates a new identical explanation with the receipt attached.
The aim of the app is really just to make it easier to upload receipts to transactions (as my accountant is always complaining about missing VAT receipts!). There will still be some approving of transactions to be done in FreeAgent
I’ve improved the app significantly since I did the demo - will do another one soon!
Hi Andrew, very cool. I’m trying to build something similar with n8n to do just this, but not got very far. Would be very interested to know if you’ve added emailing invoices functionality to this yet. Is this app something you’d making available to others? Cheers, Pete