Capture receipts and supplier invoices, import supported bank statements, and turn them into organised financial records. Review details, understand your spending, and create customer invoices while keeping source documents connected.
Details checked against the source.
One reviewed record, with its receipt connected.
Synthetic data illustrating the workflow. Review extracted details before saving.
Add receipts and supplier invoices, or import supported bank statements.
Check extracted details and keep records in the right organisation.
Inspect spending and statement records, then create customer invoices where enabled.
For personal and business records. Workflows depend on platform, permissions and enabled features.
Take a photo, upload a file or share a supported document into the mobile app. Keep the source connected to your record.
Check suggested details against your source, and correct them before saving. Extraction depends on the document and format.
Import supported bank statements and review the resulting transactions. Supported formats and review steps vary; check the import flow for your statement.
Use search and filters to find records in the right organisation, then inspect their details and connected source documents.
Inspect spending summaries alongside your records. Use the source details to check the information behind the overview.
Create and manage customer invoices where enabled for your organisation. Availability depends on your role, permissions and platform.
Browser workflows are currently more limited than the mobile app. Open Recidy in your browser.
Manage access to your organisation records. Read our Privacy Policy for how data is handled.
Use organisation access and record-sharing workflows to involve the people who need the records.
Manage access to your organisation records.
Works with the records shared for their role.
Compare current storage, access and features. Check the current offer in the app for member limits and included features before subscribing.
Good for getting documents organised
For people who share records with their team
Capture it, review the details and keep the record connected.