That shoe box full of receipts? The pile on your desk? The photos in your camera roll from six months ago?
There’s a better way. Capture receipts as you get them, match them to transactions, and have everything organized when tax season arrives or when your accountant asks for backup.
Capturing receipts Mobile upload (fastest)
Open Pluvel on your phone
Tap Add Receipt
Take a photo
Receipt uploads and processes
Do it while you’re still at the register. Future you will thank present you.
Email forwarding Forward receipts straight to Pluvel:
Find your unique receipts email in Settings
Forward receipts to that address
Receipts appear in your inbox
Good for emailed receipts — just forward and done.
Drag and drop On desktop:
Go to Receipts
Drag and drop images or PDFs
Uploaded and processed
OCR processing We extract information automatically:
Field What we find Vendor Store/merchant name Date Purchase date Amount Total amount Items Line items (when they’re clear)
Review what we extracted and confirm. Saves typing, though you should double-check.
Receipt inbox Receipts you haven’t matched to anything yet:
Go to Receipts → Inbox
See all receipts waiting
Match to transactions or create expenses
Don’t let receipts pile up here. Weekly cleanup keeps things manageable.
Matching receipts to transactions Manual matching
Open the receipt
Click Match to Transaction
Find the corresponding bank transaction
Confirm match
Receipt attaches to the transaction. Done.
Auto-matching We suggest matches based on:
Review suggestions and confirm. Usually pretty accurate for clear receipts.
Creating expenses from receipts If there’s no bank transaction (you paid cash, or it hasn’t imported yet):
Open the receipt
Click Create Expense
Details pre-filled from what we extracted
Complete and save
Organizing receipts Add tags to receipts for easy filtering:
Client name
Project
Trip (SXSW 2025, Client visit, etc.)
Category
Folders Organize into folders:
By month
By project
By employee
Find anything in seconds instead of scrolling through hundreds of receipts.
What makes a valid receipt Element Why you need it Vendor name Proves where you spent money Date Proves when Amount Proves how much Items Shows what you bought (important for audits) Payment method Sometimes required by policy
Credit card statements alone aren’t sufficient for audit purposes. The IRS wants itemized receipts showing what you actually purchased.
Finding missing receipts Track transactions that need receipts:
Go to Receipts → Missing
See transactions flagged for missing receipts
Upload receipts or mark as “Receipt unavailable”
Receipt affidavit For lost receipts over your threshold:
Describe the expense
Explain why the receipt is missing
Sign the affidavit
Attach to the transaction
Not ideal, but better than nothing for legitimate expenses.
How long to keep receipts Type Keep for Regular expenses 7 years Asset purchases Life of asset + 7 years Tax-related 7 years minimum
We store them securely with backups. No shoe boxes required.
Exporting receipts Export for:
External auditors
Tax preparation
Your own backup
Options:
PDF bundle (all receipts in one file)
Individual images
With transaction data (CSV)
Settings Configure how receipts work:
Setting What it controls Receipt required over Dollar threshold for required receipts OCR processing On/off Auto-match Enabled/disabled Email address Your unique receipts email
Employee management Manage your employees.
