Automatic receipt capture - from email and WhatsApp to your books
A receipt sent to the business's dedicated email address, or over WhatsApp - to the business's own number or to Lynxbe's official WhatsApp number - is read automatically, its amount and currency are detected, and an expense draft is created on its own. A duplicate receipt is flagged before it can be booked twice.
What automatic receipt capture does
Automatic receipt capture means a receipt or invoice from a supplier does not need to be typed in by hand. In Lynxbe it works two ways: an email that reaches the business's dedicated receipt address, or an ordinary email whose subject or filename is recognized as a receipt; and an image or document sent over WhatsApp with a keyword, to the business's own number or to Lynxbe's official WhatsApp number. The file is read with OCR, the vendor, amount, date and currency are identified, and an expense draft is created with its source recorded on it.
What receipt capture actually does
Receipts that arrive by email
Set up a dedicated receipt email address, and every file sent to it is captured automatically. You can also turn on automatic detection on the business's own regular mailbox, by subject or filename recognized as a receipt or invoice - no separate address needed.
Receipts that arrive over WhatsApp
An image or file sent with a keyword to the business's WhatsApp number is captured as a receipt. A business with no WhatsApp Business number of its own can send to Lynxbe's official WhatsApp number instead.
Two-tier OCR reading
The first read is free and local, and a receipt that needs a more accurate read goes through a second tier that cross-checks what was read. Disagreements between the two reads are flagged for review instead of being filed as a guess.
Currency detection and conversion to shekels
The platform detects whether a receipt is in shekels, dollars, euros or pounds. For a foreign-currency receipt it looks up an exchange rate for the receipt's date and converts to shekels automatically; if no rate is found, the amount stays in its original currency with a note that it still needs manual conversion.
A duplicate receipt is not booked twice
A receipt that arrives twice - for example once by email and once over WhatsApp - is detected and flagged for you to decide: keep it as a separate expense or discard it, instead of it quietly becoming two expenses.
A receipts package for the accountant
Export a package for a chosen period: every receipt as a file plus a CSV of the expenses, to download or send directly by email to the accountant.
One Platform. Everything Connected.
Every module works together seamlessly. Your data flows automatically between CRM, Booking, Payments, Communications, and more.
No More Switching Apps
Everything you need in one place. No juggling between 10 different tools.
Automatic Data Sync
Customer data, bookings, payments, and communications sync automatically.
Smart Automation
Create workflows that span multiple modules. Book → Invoice → Remind → Follow-up.
Unified Analytics
See your entire business performance in one dashboard with cross-module insights.
See How Modules Work Together
Click any connection to see how two modules combine to create powerful automations
WhatsApp + CRM
See full customer history when they message. Auto-tag contacts, track conversations, and personalize responses based on purchase history.
Booking + Invoicing
Auto-generate invoices when appointments complete. Send payment reminders, track revenue by service, and reconcile automatically.
Payments + Booking
Collect deposits at booking time. Deposits and reminders can reduce no-shows. Process full payments, offer installments, and manage refunds.
AI + WhatsApp
24/7 intelligent responses. Answer FAQs, book appointments, send quotes - all automatically while you sleep.
Contracts + Payments
Auto-trigger payment collection when contract is signed. No chasing clients - funds transfer on signature.
Automation Flows
Build powerful workflows: New lead → WhatsApp welcome → Book demo → Send contract → Collect payment → Add to CRM.
Real Example: The Perfect Customer Journey
Zero manual work. Every step automated.
Power Combinations
See how 3 and 4 modules create complete business workflows
Smart Booking Experience
Booking + WhatsApp + CRM
Customer books online → WhatsApp confirmation with their name from CRM → Personalized reminder with past service history → Post-visit follow-up based on preferences
Automated Billing Cycle
Invoicing + Payments + Email
Invoice generated → Payment link embedded → Email sent → Reminder at 7 days → Thank you email on payment → Receipt auto-delivered
24/7 Smart Scheduler
AI + WhatsApp + Booking
Customer messages at 2am → AI understands intent → Shows available slots → Books appointment → Confirms instantly → No human needed
Smart Call Center
Voice + CRM + Analytics
Call comes in → Customer card pops up with full history → Agent sees previous purchases & preferences → Call logged automatically → Analytics tracks call duration, outcomes & agent performance
Multi-Channel Reminders
SMS + WhatsApp + Booking
Customer books appointment → WhatsApp confirmation sent → SMS reminder 24h before → WhatsApp reminder 1h before → No-show? Auto-reschedule message sent on both channels
Omnichannel AI Support
Voice + WhatsApp + AI
Customer calls → AI voice assistant answers → Can't resolve? Transfers to WhatsApp for detailed help → AI continues conversation seamlessly → Full transcript saved
Complete Service Business
CRM + Booking + Invoicing + Payments
New customer added to CRM → Books service → Appointment completed → Invoice auto-generated with customer details → Payment collected → History updated in CRM
Intelligent Customer Engagement
CRM + AI + WhatsApp + Analytics
AI identifies high-value customers in CRM → Sends personalized WhatsApp offers → Tracks engagement → Analytics shows ROI → AI optimizes next campaign
Deal Closing Machine
CRM + Contracts + Payments + Email
Lead marked 'ready' in CRM → Contract auto-generated with details → Sent for e-signature → Payment triggered on sign → Welcome email sent → Deal closed
Receipt capture FAQ
Which channels can send a receipt for automatic capture
How does the platform know a received file is a receipt
What happens when a receipt is in dollars or euros
What happens when a receipt is sent twice by mistake
What if the automatic reading of a receipt is wrong
Which plan includes automatic receipt capture
We will show you how a receipt sent by email or WhatsApp turns into an expense draft, with currency and duplicates handled before it reaches the books.
Get the Lynxbe app
