Fyle's Conversational AI - the future of tracking your expenses
You can use your text message to submit the receipts to Fyle directly!
1. With text messages, you can simply click pictures of your receipts for your credit card expenses and reimbursable expenses on the go. Receipts are automatically matched to the right card transaction.
2. Fyle's AI will ask you to code in any mandatory fields like project, category, cost center, etc., and you can complete it right from the text message.
3. The best part — there is a zero-learning curve. You don't need to download the app, and you can submit your expenses 5X faster.
Here is how it works
Currently, we support text-based receipt submission for US and CAD orgs. You need to ensure that you have opted in to use text messages to submit expenses.
If you are part of an organization with USD currency and have your mobile number verified on your Primary Org on Fyle, here's how you can submit receipts.
For corporate card transactions
If the transaction is already on Fyle, as soon as you send a picture of the receipt, we will match it with the expense associated with the transaction and extract the details. If there are mandatory fields required to complete your expense, we will ask you to input and confirm those fields to complete your expense.
If the receipt you send does not match a transaction, we will create a new expense with your organization's default payment mode. Read here to learn more about Payment Mode.
For personal cash/card transactions
Open your Messages app on your mobile
Open your Fyle (+13024402921) message thread.
Click a picture of your receipt or attach it from your gallery.
Click on Send. A new transaction will be created for you.
Please note that standard messaging rates are applicable. The receipts submitted via text messages will have corresponding expenses only on Primary Org on Fyle.
FAQs
Is mobile number verification mandatory for submitting receipts via text message?
Yes. We need the mobile number verification to capture the receipt submitted via text message. Please follow the steps mentioned here to verify your mobile number.
I'm part of multiple entities (organizations) on Fyle. How does it work, then?
Currently Text message support is available only for one org, i.e., Primary Org on Fyle. Please ensure to complete mobile number verification on Primary Org. You can check your Primary Org and change it as mentioned here. Note that all receipts submitted via SMS will be present in Primary Organization on Fyle.
If you want to use Text message for all entities, you can add and verify different mobile numbers for each entity.What is the maximum size of the receipt allowed via text message?
The receipt(s) size should be less than 5 MB.
What file types are allowed to submit the receipts?
Only PDF, PNG, JPG, and JPEG are allowed for the receipts.
What happens if I submit multiple receipts at once?
All the receipts will be captured as individual receipts, and an expense will be created for each expense. If we find the matching transaction for any receipt(s), we will match the receipts to the transactions.
Feel free to reach us at [email protected] for any clarifications or issues.