Receipt Processing

Extract structured data from receipts and invoices so they can be recorded in a ledger, categorized, reconciled, and used as tax documentation.

This skill is operational. Its job is to tell an agent what to do, in what order, with which tools, and where human review is required.

Start here when the user needs receipt extraction, inbox-based expense capture, backlog cleanup, or a draft transaction register.

Tool priority

Use tools in this order:

1. An email-native extraction tool for receipts and invoices already present in Gmail or Outlook
2. Direct digital sources such as PDFs, exported CSVs, or accounting exports
3. Photos or scans with OCR
4. Bank or credit card statements only as a gap-finding source, not as a substitute for an actual receipt

Do not start with browser automation or manual data entry if an email-native extractor can supply the source material faster and with better provenance. Receiptor AI is one example when available.