Capture receipts in one place
Upload paper receipt photos, emailed PDFs, and screenshots to the same business workspace as soon as practical.
Small business receipt tracker
Track and organize small business receipts.
Slipfolio is a receipt tracker for small businesses that need organized, exportable records. Upload receipt images or PDFs, review extracted details, keep original files attached, and prepare a clean tax-year handoff for your accountant.
Start freeReceipt capture
Use AI extraction, then keep human review in the loop.
Slipfolio reads receipt details so manual entry is faster, but the workflow still expects review before the record becomes part of your year-end files.
- Upload receipt images, screenshots, or PDFs.
- Extract merchant, date, amount, and category fields.
- Correct extracted values before saving.
- Keep the source file connected to the receipt record.
A repeatable system
What is the best way to track receipts for a small business?
The best system is one your business can follow after every purchase. It should keep the original receipt, record enough context to understand the transaction, make incomplete records visible, and produce files your accountant can review. The tool matters less than using one consistent process instead of spreading records across inboxes, phone photos, paper piles, and card statements.
Check the transaction details
Review the merchant, date, total, currency, category, and any business-purpose note needed to understand the purchase later.
Keep the original attached
Preserve the source image or PDF with the record so extracted fields and summaries can be checked against the document.
Review missing information monthly
Resolve missing files, dates, amounts, categories, duplicate candidates, and unreviewed records before they accumulate.
Export by tax year
Prepare receipt summaries, original files, readiness details, and relevant mileage records as one accountant handoff.
Team collection
Keep business receipts under the business account.
When more than one person makes purchases, shared collection is as important as scanning. A central workspace helps prevent receipts from remaining in individual inboxes and makes ownership, review, and export responsibilities clearer.
- Invite members to the appropriate workspace.
- Use roles to control workspace administration.
- Keep receipt records available when staff changes.
- Prepare shared exports from one tax-year dataset.
Small business workflow
Built for owners who need records, not another complicated ledger.
Daily capture
Add receipts from mobile or desktop browsers before they disappear into email, photos, or folders.
Tax-year cleanup
Use readiness checks to find receipts missing files, amounts, dates, or categories.
Accountant export
Send summaries, PDFs, originals, and ZIP handoff files when your accountant asks for records.
More than scanning
Connect receipt records with mileage and workspace records.
Small business records often include more than one receipt image. Slipfolio keeps receipt records, mileage records, team workspaces, and export preparation in the same product surface.
- Shared team workspaces and roles.
- Receipt categories and search.
- Mileage tracker records and business trips.
- Exports designed for accountant review.
What stays with the record
Keep small business receipt records useful after the purchase is forgotten.
Original receipt file
Image and PDF uploads stay connected to the record so a later review can check the source, not only the extracted fields.
Reviewed fields
Merchant, date, amount, and category fields can be checked before the receipt becomes part of the tax-year records.
Export context
Receipt summaries, source files, mileage records, duplicate status, and readiness details can be exported for accountant review.
Owner workflow
Use receipt records as a daily habit and an export-ready archive.
Small business records often start in the wrong places: inboxes, phone galleries, shared drives, card statements, and paper piles. Slipfolio gives owners a browser-based place to upload receipts, review extracted details, connect mileage records, and prepare exports before year-end cleanup turns into a manual search project. It keeps the original receipt file, reviewed fields, and export context together so the record can be checked later. That is useful for owners who need evidence for accountant review but do not want a full accounting system just to keep receipt records and mileage tracker records organized. The workflow stays focused on capture, review, readiness checks, and handoff files for one tax-year workspace. Team workspaces keep the records and exports under the business account.
- Capture receipt files from desktop or mobile browsers.
- Keep originals attached for later review.
- Use workspace roles when more than one person handles records.
- Export receipt and mileage records for accountant review.