First-Time Setup: AI Receipt Scanning (Start Here)

This quick guide helps you set up AI Receipt Scanning so you can turn receipts into expenses in just a few clicks.

If something doesn’t work, the most common fixes are included below, so you don’t need to contact support.

✅ Before You Start (Quick Checklist)

Make sure you have:

• A Fynlo account

• Access to AI Expense Beta

• A clear photo or PDF of your receipt

✅ Tip: Blurry or cropped receipts may fail to scan.

Step 1: Open AI Receipt Scanning

1. Log in to Fynlo

2. Click AI Expense Beta in the left menu

3. You’ll see two tabs:

   • Receipts → for uploads

   • Drive → for Google Drive sync

Step 2: Add Your First Receipt

Option A: Upload a Receipt (Easiest Way)

1. Go to the Google Drive -> Select the folder connected to Fynlo

2. Click Upload or drag your receipt 

3. Go back to Fynlo, wait for the AI to finish scanning

If nothing happens:

• Refresh the page

• Try uploading again

Step 3: Fix Missing or Wrong Details (If Needed)

After scanning, Fynlo auto-fills:

• Amount

• Merchant

• Date

• Currency

• Payment method

To fix errors:

1. Click the Edit in the dropdown menu

2. Correct the field

3. Click Save

✅ Most errors come from unclear receipts.

Step 4: Save Your Receipt as an Expense

1. Click Save as Expense

2. Your receipt is now saved

3. It will appear in Expenses

✅ If the button doesn’t work, refresh and try again.

🚨 Common Problems & Easy Fixes

Optional: Connect Google Drive (Advanced)

You can automatically scan receipts from Google Drive.

1. Go to the Drive tab

2. Click Connect Google Drive

3. Log in and allow access

4. Click Sync Drive

✅ Receipts will be scanned automatically when added to Drive.

Still Need Help?

Before contacting support, try:

• Refreshing the page

• Re-uploading the receipt

• Checking your internet connection

If it still doesn’t work, contact support with:

• A screenshot

• What you were trying to do

• The exact error message