Help
How do I get started?
Sign up free, then upload or photograph your first receipt from the dashboard.
What file types are supported?
JPG, PNG, HEIC, and PDF (up to 30 pages).
How do I import a bank statement?
Export a CSV, Excel, or PDF statement from your bank and upload it under Transactions.
How does matching work?
Receipt2Books scores each bank line against your receipts by amount, date, and vendor, then you confirm the match.
What is a credit?
One image or one PDF page = one credit.
What happens when I run out of credits?
Viewing, editing, and exporting keep working; new scans pause until you top up, reset, or upgrade.
Can I cancel anytime?
Yes, from Billing. Access continues until the end of the paid period.
How does yearly billing work?
20% off the monthly price, billed once a year.
How does the AI extract data?
Google Gemini reads the image and returns vendor, date, VAT, and category against UK HMRC rules.
How is this different from Xero or QuickBooks?
Receipt2Books isn't a ledger — it feeds one. It handles capture, extraction, and matching; Xero/QuickBooks remain your books of record.
Can I export my data?
Yes — CSV export is available on every plan, including Free.
Is my data secure?
Receipts and bank data are encrypted in transit and at rest.
Where is my data stored?
In UK/EU-region infrastructure.
How do I delete my account?
From Settings → Delete account. This removes your data and cannot be undone.
Do you support UK VAT?
Yes — VAT rates, treatments, and HMRC expense categories are built in.
What are HMRC expense categories?
The fixed set of expense classifications Receipt2Books uses instead of US/Canadian tax lines.
Still need help?
Email support@recipts2books.com