Scan Receipts to Excel / CSV

If you live in spreadsheets, Portmoneo helps you move from paper receipts to clean, structured expense data — fast.

From Paper to Spreadsheet in Seconds

If you live in spreadsheets, Portmoneo helps you move from paper receipts to clean, structured expense data fast. No more manual typing at the end of the month.

Export Formats That Work for You

1. CSV Export

Universal compatibility. Import your data into Quickbooks, Xero, or any other accounting software that accepts standard CSV files.

2. Excel (XLSX)

Get formatted spreadsheets with columns for date, merchant, category, tax, and total. Ready for pivot tables and deep analysis immediately.

3. PDF Reports

Need to submit an expense report to your boss? Generate a clean, professional PDF summary with images of your receipts attached.

Perfect for Tax Season

Portmoneo organizes your data so you are ready when tax time comes.

• Categorize Deductibles: Easily filter for business expenses.
• Digitize Proof: Keep digital copies of receipts safe from fading.
• Learn more about scanning receipts for taxes.

FAQ

Can I export specific dates? Yes. You can filter by date range (e.g., “Last Month” or “2025 Fiscal Year”) before exporting.

Do extracted receipt images come with the export? For PDF reports, yes, receipt images are included. For Excel/CSV, we include a link to the receipt image if you are syncing, or you can download a ZIP of images.

Is it compatible with Google Sheets? Yes. The CSV export opens perfectly in Google Sheets.