AI Receipt Categorizer from Text

WHAT IT DOES

Manually categorizing receipts for budgeting, expense tracking, or tax preparation is tedious and error-prone. The AI Receipt Categorizer from Text automates the process. Simply paste any receipt text—whether it's from an email confirmation, a photo OCR scan, a copy-pasted transaction, or even a handwritten note—and the agent extracts the key details. You get a clean, structured breakdown: merchant name, transaction date, total amount, an assigned expense category (from a standard personal or business budget taxonomy like Groceries, Dining, Transportation, Office Supplies, Entertainment, Utilities, Healthcare, or Shopping), and a one-sentence reasoning note explaining why that category was chosen. It's like having a virtual bookkeeper for your receipts.

HOW TO USE

Open the agent in BotSurf from your library. After pasting your API key once (handled securely by the host), paste your receipt text into the text area. The agent accepts any text that contains merchant, date, and amount information—it's flexible with formats. Click "Categorize receipt" or press Ctrl+Enter (Cmd+Enter on Mac). The agent processes your text and returns a structured summary with labeled fields for merchant, date, total, category, and reasoning. You can also highlight receipt text from any webpage, email, or document and click "Use selection" to auto-fill. Try the example tags above the input to see how different receipt types are handled. Copy the output to your clipboard with one click for pasting into spreadsheets, accounting software, or expense reports.

WHAT IT SENDS

When you press "Categorize receipt," the agent sends only the exact text you pasted into the text area—your receipt text. Nothing else. No browsing history, no cookies, no account data, no hidden telemetry. The request is a simple text prompt to the AI model. The host records usage counts for billing (each press counts as one run) but does not log or store the content of your receipts, merchant names, amounts, or categories. Your financial transaction data remains entirely private.

SUBSCRIPTION

This agent costs $19.99 per month, with a 7-day free trial. You receive 100 runs per billing cycle—enough to categorize receipts from a busy month of personal or business spending. Cancel anytime from your BotSurf account settings. Unused runs do not roll over.

THE PANEL

The agent runs in a draggable, resizable panel that snaps to screen edges. Collapse it to a floating bubble (✨) when you need more screen space, and expand it again with one click. Press Escape to close the panel. The panel remembers its position across sessions via secure state storage.

PLEASE NOTE

This is a general categorization suggestion, not tax or financial advice. Category assignments are based on common budget frameworks and may vary by personal preference, accounting standards, or tax rules. Always consult a tax professional or accountant for deductibility questions. The AI can make errors—verify that merchant, date, amount, and category are correct before using the data for official purposes.