About Checkly

About Checkly

Your all-in-one solution for receipt management, payment confirmations, and financial tracking.

📸

📸 Receipt Management

Easily manage and organize your receipts with smart features

  • Easy receipt collection: Upload a photo or PDF of a receipt (with QR code) and search or aggregate them effortlessly.
  • Smart QR scanning: If a photo is unclear, use the camera to scan and extract receipt data directly.
  • Categorization: Assign categories to receipts for deeper insights into your spending.
  • Reports: Generate detailed monthly, yearly, or custom-range reports to analyze spending patterns.
📑

📑 Payment Confirmations

Keep track of all your payment confirmations in one place

  • Simple collection: Upload a photo or PDF of payment confirmations and manage them in one place.
  • Search & organization: Quickly find confirmations when needed.
  • Reports: Track payment patterns through monthly, yearly, or custom reports.
💳

💳 Transactions

Import and analyze your bank transactions

  • CSV uploads: Import transactions from banks such as Caixa or Revolut.
  • Unified reporting: Combine transaction data with receipts and confirmations to get a complete financial overview.
👥

👥 Team Management

Collaborate with your team efficiently

  • Multi-user accounts: Create separate accounts for collecting, managing, and viewing financial data.
  • Role-based access: Divide responsibilities across team members while keeping everything organized and secure.

⭐ Premium Feature
Premium

Advanced features for power users

  • Receipt–transaction matching: Automatically link receipts to specific transactions, creating accountant-ready reports for faster and easier processing.

🚀 Coming Soon

Exciting features we're working on for you

AI-powered receipt recognition: Automatically detect items on a receipt and categorize them.
Enhanced statistics: Get deeper insights into spending patterns with advanced analytics.
Automatic accountant sync: Seamlessly upload matched receipts and transaction data to your accountant's system.