Receipt keeper

Receipts forward themselves, stack up neatly, and surface the moment you need one.

Receipts should file themselves. Tell pally where they go and every new one is forwarded automatically, with batch approval for the backlog, and instant retrieval when you need one for an expense.

forward any receipts to expenses@myco.com as they arrive

Done. New receipts will auto-forward. I also found 23 from this month sitting in your inbox. Approve all 23 in one go?

yes

How it works

Give pally the bookkeeping address that should receive receipts and choose whether the rule covers Gmail, Outlook, or both. From then on, incoming receipt emails can be recognized and forwarded to the place you already use, without you reopening the message and handling the attachment each time.

If receipts have already piled up, pally can find the backlog and present it as a batch. You see how many were found and approve the group before those older messages are forwarded. That makes the first cleanup manageable while the standing rule takes care of new arrivals afterward.

Retrieval works from the other direction too. When an expense is in front of you, send pally a photo or describe the merchant and ask for the matching receipt. It searches the connected inboxes and returns a link that opens the receipt so you can use it where it is needed.

The filing rule stays conversational. Change the destination, ask whether a particular receipt was caught, or limit the automation to one inbox. Pally reports what it forwarded, and batch actions remain visible before the backlog leaves your inbox for the bookkeeping address.

Good for

• Sending new receipt emails to a bookkeeping inbox
• Clearing a month of receipts with one batch review
• Finding a receipt while an expense form is open
• Searching Gmail and Outlook without duplicate manual work
• Keeping the forwarding destination easy to change

Things to try

• forward new receipts from gmail to my bookkeeping address
• find this month's receipt backlog in outlook
• i just sent a photo, can you find the matching receipt?
• did the hotel receipt get forwarded?

Common questions

Can receipt keeper use more than one inbox?+

Yes. Connect Gmail, Outlook, or both and tell pally which inboxes the forwarding rule should cover. You can also ask it to search both when you are trying to retrieve one particular receipt.

What happens to receipts already in my inbox?+

Pally can gather the existing backlog and ask you to approve it as one batch. New receipts can follow the standing rule, while the older set stays pending until you confirm the cleanup.

How do I retrieve a receipt later?+

Send a photo of the expense or describe the purchase and ask pally to find the email. It can return a direct receipt link; if that link is no longer live when you need it, ask for a fresh one.