How SmartMatch Works

Taxbot automatically imports

• Photos of receipts you take with the app
• Email receipts you receive in your inbox
• Bank and Credit Card Transactions

So how does it work?

The magic starts when you take a picture of your receipt:

1. Take a photo of your receipt by tapping on 
   1. Choose “Upload Receipt for Smart Match”
   2. A pop up will appear showing that your receipt has been submitted to Smart Match

3. Your receipt is now in the Smart Match queue waiting to find matches with your email receipts or Bank/CC transactions
   1. You can see what’s in our Smart Match queue by tapping on   in Unclassified Expenses
   2. Everything remains in the queue for 4 days or until a match is found. Whichever comes first. 
4. Once a match is found (or 4 days has passed) your photo/ email receipts and Bank/ CC transactions are moved into unclassified expenses ready to classify.

That’s all there is to it!  Please feel free to contact us if you have any questions. 

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Email: [email protected]

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