Buy & owe

Photograph the receipt. The bill fills itself in.

Rent, hydro, fuel, a wholesaler's invoice: the paper that arrives every week is where bookkeeping falls behind. SeroBooks reads it. Photograph a receipt beside New Expense, or upload a PDF on New Purchase, and the document is read against your own categories, tax rates, suppliers and products. Nothing posts until a person reviews it — reading is automatic, approving is not.

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What you get

✓
Receipts and PDFs
Photos (JPG, PNG, HEIC, WebP) and PDF invoices, first page read; a failed read tells you what to do next instead of failing quietly.
✓
Your categories, your rates
The reader works from the business's own expense categories and tax rates — so a 12% BC receipt is GST + PST, not 'tax'.
✓
Lines placed against products
On a supplier invoice, lines are matched by SKU, then purchase history, then description. A case of twelve is a different product from a single, and it will not auto-create anything.
✓
Review, then approve
Every read lands on a review sheet with the document beside it. The bill, the stock location, the tax and the attachment are kept together.
serobooks.app / receipt invoice scanningLive

Expenses, finally a screen

Until August 2026 there was no place in SeroBooks to enter rent, hydro, wages, fuel, insurance or subscriptions — the product was so inventory-centred that a cost with no stock behind it had no door. Expenses is that door: a category, an amount, a tax treatment, a supplier if there is one, and a journal it writes itself. Scan a receipt sits beside New Expense, not instead of it.

What review looks like

The review sheet shows the document on one side and the proposed entry on the other: date, supplier, reference, amount, tax split, category or lines. Change anything. Choose the outcome — an expense, a supplier bill with stock landing at a named location, or discard. Approve, and it posts with the document attached and the audit trail naming who approved it.

Two honest edge cases the reader was taught on real paper: a foreign invoice with 18% Indian GST is not 'no tax', and 12% is deliberately absent from the rate list because BC and Manitoba compose it from two components that must be booked separately.

Frequently asked questions

Is this OCR?

It is a model, not a template-based OCR — it reads the document as a whole and proposes the entry. That is also why nothing posts without review: it is very good, and it is still a proposal.

Does this need Maya?

Document reading runs on the Maya engine and is part of the Maya add-on, which is in early access. The review-and-approve step is the same governed action model every Maya proposal uses.

Where does the original go?

It is attached to the ledger entry as a source document — the CRA's six-year retention rule, kept inside the books rather than in a folder somebody has to remember.

Related

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