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How to use Receipt capture and match

  • Updated

Forward your receipts to receipts@letsweel.ai and Weel AI matches them to the right transaction automatically.

Before you start

  • Receipt capture and match is available on Premium and Enterprise plans.
  • Ensure receipts are clear: Forward emails with clear, legible receipt attachments.
  • Use your registered email: Always send from the email address linked to your Weel profile so receipts are assigned correctly.
  • Attachments no larger than 10MB each: PDF, PNG, JPG, HEIC accepted (note: GIF and TIFF not accepted)

Steps

  1. Go to Settings.
  2. Select AI and automations in the settings menu.
  3. In the Weel AI panel, turn on the Receipt capture and match toggle.
  4. Copy the forwarding email address that appears under the toggle, using the copy button.
  5. Forward your receipt emails to receipts@letsweel.ai from the email address linked to your Weel account.
    • This is a shared address. Weel identifies whose expenses to match against from your sender email, not a separate address per person.
  6. Attach the receipt as a file (up to 10 MB; PDF, PNG, JPG or HEIC accepted, GIF and TIFF aren't) or leave the details in the email body, which Weel converts into a document automatically.
    • Keep receipts clear and legible for the best match results.

What happens next

Once Weel receives your email, Weel AI matches the receipt to your (or, if you're a delegate, your exec's) card expenses still missing a receipt, then attaches it automatically.

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