Supported Input Types
You can feed the OCR engine documents in several formats:Paper Receipt Photo
Take a photo with your phone or webcam. Supports JPEG and PNG.
Scanned PDF
Upload a scanned invoice or receipt as a PDF file.
Bank Statement Image or CSV
Upload a bank statement — as a PDF, image, or exported CSV — to import multiple transactions at once.
What the AI Extracts
For each document you upload, the AI identifies and extracts:How to Use Receipt OCR
1
Go to the Finance Module
From the main navigation, click Finance to open the Finance module.
2
Click Add Transaction
Click the + Add Transaction button in the top-right corner of the Transactions page.
3
Choose Upload Receipt
On the Add Transaction form, select the Upload Receipt tab instead of filling in the fields manually.
4
Select Your File or Take a Photo
Click Choose File to upload an image or PDF from your device, or click Take Photo to use your camera directly in the browser.
5
AI Extracts the Data
Snishop ERP sends the document to the OCR engine. A loading indicator appears while the AI reads the document — this typically takes 3–8 seconds depending on document complexity.
6
Review and Confirm
The extracted fields are pre-filled into the transaction form. Review each field, make any corrections if needed, and click Save Transaction to post it to your books.
AI extraction achieves high accuracy for clearly printed or typed receipts and standard PDF invoices. Handwritten receipts or documents with heavy background noise may require manual correction of one or more fields. Always review the extracted data before confirming.
Bulk Import from Bank Statements
When you have an entire month’s worth of transactions to import, upload your full bank statement (PDF or CSV) using the Bulk Import option. The AI reads every line item in your statement and automatically:- Parses each transaction’s date, amount, and description
- Matches each transaction to the most appropriate expense or income category using smart category matching
- Flags any transactions it’s uncertain about for your review
- Navigate to Finance → Transactions → Bulk Import.
- Upload your bank statement file.
- Review the AI-categorized transactions in the preview table.
- Adjust any categories as needed, then click Import All to post them.