Download for Mac
Download for WindowsWhat Receipt Matcher does
Every card payment has its receipt before month end.
- You get
- Matched payments and a missing-receipts list
- When it runs
- Every day at 19:00Receipt match · Tells you in its chat
- Asks you first
- It attaches receipts. Messages to your team, booking and approving wait for your go.
- Stays quiet when
- Every payment already has its receipt.
- Works with
- Gmail, QuickBooks and Google Sheets
Before you start
You need Incredible on your Mac or PC. If you don’t have it yet, the Set up Receipt Matcher button offers the download, and Incredible is free for 7 days.
Receipt Matcher works with Gmail, QuickBooks and Google Sheets, and uses the ones you have. Connect them when Receipt Matcher asks, or let it work in your browser, where you’re already signed in.
How to set up Receipt Matcher
Six steps, from finding Receipt Matcher in the app to its first round of work. Each picture shows what you’ll see in Incredible.
1Find Receipt Matcher in Use cases
Open Use cases from the sidebar in Incredible. Receipt Matcher is under Operations & finance, and you can also search for it by name. Tell me more on its card opens it. The Set up Receipt Matcher button on this page opens it in Incredible too.
2Read what it does, then press Add
The sheet shows what Receipt Matcher hands you, when it runs and what it asks you before it acts. Nothing is set up until you press Add.
3Incredible makes the agent
Add hands the request to Incredible in its chat. Incredible makes Receipt Matcher, adds it to your sidebar and sets its routine: every day at 19:00.
4Answer its first question
Receipt Matcher introduces itself and asks what it needs to work for you, such as which apps you use. If one isn’t connected yet, it asks you to connect it, or works in your browser where you’re already signed in.
5Approve its first round of work
Receipt Matcher does the work in your apps and tells you what it found. Anything it wants to send waits for your answer, in its chat and on your Needs you list.
6Correct it once, and it remembers
When something isn’t how you want it, tell Receipt Matcher in its chat. It saves the correction as a rule in its memory and follows it from then on. Its routine is in the same panel, where you can run it now or switch it off.
Two more agents for bookkeeping
Each is made for one kind of person. You set it up the same way, from Use cases or with its button here.
For bookkeepers: an agent that works through your month-end checklist
Closing the books runs through the same checklist every month, and most of it is matching and checking. On the second weekday of each month, Month-end Closer works through your checklist, reconciles what it can and leaves you only the items that need a person.
Month-end CloserQuickBooks and Google Sheets
Set up Month-end CloserFor operations managers: an agent that catches supplier price rises and late deliveries
Supplier prices creep up one invoice at a time, and a delivery that slips by a week only shows when something runs out. On the first Monday of each month, Supplier Watch reads your supplier invoices and order emails, compares prices and dates with past orders and lists anything that changed.
Supplier WatchGmail and Google Sheets
Set up Supplier WatchQuestions
Does Receipt Matcher send anything without asking me?
It attaches receipts. Messages to your team, booking and approving wait for your go. Everything waiting for you shows in its chat and on your Needs you list, and you can tell it which things it may do on its own.
What if I don’t use Gmail, QuickBooks or Google Sheets?
Tell Receipt Matcher which tool you use when it asks. Agents work in any app you connect to Incredible, and in your own browser on any website where you’re signed in.
Can I change what Receipt Matcher does later?
Yes. Tell it what to change in its chat, in your own words, and it updates its routine, its rules and what it does. You can also run its routine now or switch it off from its panel.
