ReceiptMatrix
Reads receipts from PDFs and images, extracts key data, categorizes into Schedule C, and exports to CSV, PDF, or ZIP.
ReceiptMatrix is a Mac application that reads receipts from PDFs and images, extracts vendor, total, tax, and date, and sorts them into Schedule C categories for tax preparation. It solves the problem of scattered receipts and manual sorting for freelancers and small businesses. The app runs locally on the Mac, with no cloud or account required, and exports data in CSV, PDF, or ZIP formats for accountants. It offers a free tier with basic features and premium plans with automation and advanced exports.
Key features
- Folder automation for new receipts
- Extracts vendor, total, tax, date
- Suggests Schedule C categories
- Learns from corrections
- Tax ZIP export with CSV, PDF, images
- CSV and PDF export
- Local-only data handling
- No account or sign-up needed
- No social media activity within the last 30 days
GTM channels
- Blog
- Docs
- Changelog
ICP
- Freelancers solopreneurs
- SMB owners
- Finance accounting teams