Send it to a job
Assign the purchase to the customer work and match it to a product the job still needs.
Receipts & expenses
Scan the receipt.Send every item where it belongs.
AI reads the purchase. You decide which line items go to a job, into stock, or back to the vendor.
Start free—no credit card
Review every extracted detail before saving.
Receipt #184
The Container Store
August 12, 2026 · $486.42
AI can make mistakes. Check the extracted vendor, date, totals, and line items before saving.
DescriptionQtyPriceAssignment
Clear storage bins8$280.008 → Job
Drawer dividers6$72.006 → Stock
Shelf brackets4$48.004 → Return
Label tape3$29.973 → Job
11
To Jobs
6
To Stock
4
Returns
One purchase. Several destinations.
The receipt is not the end of the story.
The products still need to reach the customer job, the right storage location, or the return pile. Portara keeps that decision attached to each line.
Put it into stock
Connect it to a catalog product and choose the storage location receiving the quantity.
Mark it for return
Move the product to the vendor return list instead of letting it disappear into a corner.
AI handles the typing
Upload. Extract. Review. Assign.
Portara reads the receipt into editable fields. You stay in control of the final vendor, date, totals, quantities, prices, and destinations.
01
Upload the receipt
Take a photo or choose the receipt image from your device.
02
Parse with AI
Extract the vendor, date, totals, and individual purchased products.
03
Check the results
Correct anything the scan misread before the purchase affects a job or stock.
04
Assign the products
Send all the lines together or choose a different destination for each one.
A separate workflow for employee expenses
Purchases and mileage, submitted from a phone.
Employees can submit a purchase for reimbursement or enter their mileage. Add supporting documentation and select the related job when there is one.
Purchase amount and receipt photo
Mileage and automatic reimbursement total
Optional customer job
Pending, approved, rejected, and paid status
New Expense
Submit for reimbursement
PurchaseMileage
Description
Extra label tape and hooks
Amount
$47.82
Job (Optional)
Hillside residence
Receipt attached
IMG_1842.jpg
Submit Expense
Manager approval
Review the expense before it becomes a reimbursement.
See who submitted it, what it was for, the amount, receipt, and related job. Approve several at once, reject with a note, or mark approved expenses as paid.
Submitted
Employee sends the expense
Reviewed
Manager checks the details
Approved
Expense is cleared to reimburse
Paid
Reimbursement is recorded
No retyping the whole receipt
AI turns the image into line items you can check and route.
No mileage math
Portara calculates the total from the configured rate and submitted miles.
No mystery job costs
Attach purchases and mileage to the customer work they supported.
Questions, answered
Receipts without the end-of-month cleanup.
Clear answers about receipt parsing, product assignments, and employee reimbursement.
What does Portara extract from a receipt?
Portara can use AI to extract the vendor, receipt date, totals, and individual line items. Because automated extraction can make mistakes, the processing screen asks you to review the results before saving.
Where can receipt line items go?
A line item can be assigned to a customer job, added to stock at a storage location, or placed on a vendor return list. Quantities can also be split when part of a purchase has a different destination.
Can a receipt purchase fulfill something already needed on a job?
Yes. When assigning a receipt line to a job, you can match it to an unfilled job product and record the quantity fulfilled.
Can employees submit their own expenses?
Yes. Employees can submit purchase or mileage expenses, attach a receipt or supporting image, and optionally select the related job.
Can managers approve several expenses at once?
Yes. Managers can review pending expenses by employee, select multiple submissions, approve them together, reject with notes, and mark approved expenses as paid.
How are mileage expenses calculated?
The employee enters the miles driven and Portara calculates the reimbursement using the mileage rate configured for the business.
Deal with the receipt while the purchase is still fresh.
Scan purchases, route the products, and keep employee expenses moving through approval.
Start free—no credit card