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, and matches each charge to its receipt automatically — so your records are always complete, accurate, and effortless.

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

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

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

Light Bookkeeping & P&L
Turn transactions into clean books. Mark items Reviewed to finalize them or Exclude ones that shouldn't count — restore anytime. Watch 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) graded across budget adherence, savings rate, credit card behavior, spending consistency, and fraud-free rate. See last month's final score alongside your live in-progress score — with a plain-English AI brief and three personalized recommendations.

Budgets & Spending Insights
Set category spending limits manually or let AI generate a budget from your real spending history. Track progress in real time with alerts before you overspend.

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

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

Wallet & Gift Cards
Track gift card balances, log cash purchases, and manage your full wallet in one place — including transactions that never touch a bank account.

Purchase Inventory
Every receipt becomes an inventory record — serial numbers, warranties, and item status, all in one place. Selling something? Log the sale price directly from inventory and let AI match it to the bank deposit automatically. 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 you again.

Tags, Notes & Custom Organization
Tag, annotate, and categorize any transaction. Filter and search your full history the way you think about it.

Team & Family Sharing
Invite family, team members, or advisor (bookkeeper or accountant) to your workspace. Pool capacity and advisor shared spending with role-based access.

Private & Secure
Face ID / Touch ID login. Auto-lock on inactivity. AES-256 encryption for sensitive data. Read-only bank access — we can never move your money. CASA Tier 2 security 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 features, higher limits, and extended forecasting.

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