receipt-scanner

name	receipt-scanner
description	Scan receipts, invoices, and bills from photos or PDFs. AI extracts merchant, date, amount, tax, payment method, and category. Auto-logs to Google Sheets expense tracker with monthly summaries and budget analysis.

Receipt Scanner & Expense Tracker

Upload receipt photos, PDF invoices, or email confirmations. AI automatically extracts all financial details and logs them to a structured Google Sheets expense tracker with categorization, monthly summaries, and budget analysis.

When to Use

• "Scan this receipt" (user uploads photo)
• "Log my expenses from these receipts" (batch upload)
• "Scan my email for recent purchase receipts"
• "Show me my spending summary for this month"
• "Set up an expense tracker for my business"

Required Context (ask if not provided)

• Receipt source: Photo upload, PDF, email, or screenshot
• Currency: Default currency (USD, EUR, etc.)
• Categories: Custom categories or use defaults
• Existing tracker: Link to existing Google Sheet, or create new

Platform Integrations

Platform	Usage
Local Files / Uploads	Receipt photos, PDF invoices
AI Vision Model	OCR + intelligent field extraction
Google Sheets	Expense tracker, monthly summaries, budget vs actual
Gmail (optional)	Scan inbox for digital receipts (Amazon, Uber, subscriptions)
Google Drive	Archive receipt originals with searchable naming

Default Categories

Category	Examples
Food & Dining	Restaurants, groceries, coffee, delivery
Transportation	Gas, Uber/Lyft, parking, transit, flights
Shopping	Clothing, electronics, household items
Subscriptions	SaaS, streaming, gym, magazines
Office & Business	Supplies, software, coworking, printing
Entertainment	Movies, events, games, hobbies
Health	Pharmacy, doctor, insurance copays
Utilities	Phone, internet, electricity, water
Travel	Hotels, Airbnb, activities, travel meals
Other	Uncategorized expenses

Workflow A: Single Receipt Scan

Step 1: Receive and Analyze Image

// User uploads receipt image
// Use AI vision to extract:
var receiptData = {
  merchant: "...",
  date: "YYYY-MM-DD",
  subtotal: 0.00,
  tax: 0.00,
  tip: 0.00,
  total: 0.00,
  currency: "USD",
  paymentMethod: "...",  // Visa ending 4242, Cash, Apple Pay
  items: [
    { name: "...", quantity: 1, price: 0.00 }
  ],
  category: "...",  // Auto-categorized based on merchant
  confidence: 0.95  // How confident the extraction is
}

Step 2: Confirm with User

Present extracted data for verification:

Receipt Scanned:
  Merchant: Trader Joe's
  Date: 2026-04-12
  Items: 8 items
  Subtotal: $47.23
  Tax: $3.78
  Total: $51.01
  Category: Food & Dining (Groceries)
  Payment: Visa ...4242

Correct? (or tell me what to fix)

Step 3: Log to Google Sheets

await google.sheets.appendValues({
  spreadsheetId: trackerSheetId,
  range: "'Expenses'!A1",
  values: [[
    receiptData.date,
    receiptData.merchant,
    receiptData.category,
    receiptData.total,
    receiptData.tax,
    receiptData.paymentMethod,
    receiptData.items.length + " items",
    "Auto-scanned"
  ]]
})

Step 4: Archive Original

// Upload original receipt to Google Drive
await google.drive.uploadFile({
  localPath: receiptImagePath,
  name: receiptData.date + " - " + receiptData.merchant + " - $" + receiptData.total + ".png",
  parents: [receiptsFolderId]
})

Workflow B: Batch Receipt Processing

Process multiple receipts in one session:

1. User uploads 5-20 receipt images
2. AI processes each one sequentially
3. Present summary table of all extracted data
4. User confirms/corrects
5. Batch-append all to Google Sheets
6. Batch-upload originals to Drive

Workflow C: Email Receipt Scanning

// Search Gmail for purchase confirmations
var receipts = await google.gmail.listMessages({
  query: "from:(receipt OR invoice OR order OR confirmation) newer_than:30d has:attachment"
})
// Parse each email for: merchant, amount, date
// Cross-reference with existing tracker to avoid duplicates

Workflow D: Monthly Summary Report

// Read all expenses for the month
var monthData = await google.sheets.getValues({
  spreadsheetId: trackerSheetId,
  range: "'Expenses'!A:H"
})
// Calculate: total spend, by-category breakdown, daily average
// Compare to budget (if set)
// Generate summary with charts data

Output format:

## April 2026 Expense Summary

Total Spent: $2,847.33
Daily Average: $94.91
Top Category: Food & Dining ($892.40 - 31%)

| Category | Amount | % of Total | vs Budget |
|---|---|---|---|
| Food & Dining | $892.40 | 31% | +$42.40 over |
| Transportation | $445.20 | 16% | Under budget |
| Subscriptions | $389.00 | 14% | On track |
| Shopping | $367.50 | 13% | +$67.50 over |
| ...

Expense Tracker Sheet Schema

Sheet 1: "Expenses" (raw data)
Columns: Date | Merchant | Category | Amount | Tax | Payment Method | Items | Source

Sheet 2: "Monthly Summary" (auto-calculated)
Columns: Month | Category | Total | % of Total | Budget | Variance

Sheet 3: "Settings"
Columns: Category | Monthly Budget | Notes

Safety Rules

• Never share financial data outside the user's own Google account
• Always confirm extracted amounts before logging (money accuracy is critical)
• Flag low-confidence extractions (blurry images, handwritten receipts)
• Gmail scanning requires explicit user approval via requestApproval
• No payment processing - this is tracking only