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How document upload works

eggz uses AI to automatically extract data from your receipts and bills. Upload a document, and eggz reads the merchant name, date, amounts, line items, and categories — no manual data entry needed.

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Supported file types

FormatExtensionsNotes
PDF.pdfSingle and multi-page supported. Each page counts as one document toward your plan limit.
JPEG.jpg, .jpegPhotos of receipts work well
PNG.pngScreenshots and scanned documents
WebP.webpCompressed web images
Other file types (Word documents, Excel files, HEIC photos, GIFs, TIFFs) are not supported. Convert them to PDF or JPEG before uploading.

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Upload methods

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Drag and drop (desktop)

The fastest way to upload on desktop:
1

Navigate to the upload area

The drag-and-drop zone appears on the Dashboard (home page) and the Expenses page.
2

Drag files from your computer

Drag one or more files from Finder or Explorer onto the upload zone. The zone highlights when files are hovering over it.
3

Drop to upload

Release the files. eggz immediately starts processing each document.
You can upload multiple files at once. Each file is processed independently.

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File picker (desktop and mobile)

Click the upload zone to open your system file picker. Select one or more files and confirm.

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Camera capture (mobile)

On mobile, use the camera button in the bottom navigation dock:
1

Tap the camera button

The camera icon sits between Home and Expenses in the mobile bottom dock.
2

Take a photo

Point your camera at a receipt or bill and capture the image. eggz converts the photo to JPEG for processing.
3

Confirm upload

The captured image uploads automatically. If you prefer, tap Upload from Photos Instead to pick an existing image from your gallery.

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What happens after upload

1

Document stored

The file is securely stored in eggz and a new receipt record is created with status Pending.
2

AI extraction

eggz uses AI (powered by Claude) to read the document and extract:
  • Merchant/vendor name
  • Transaction date
  • Total amount and currency
  • Individual line items with quantities and prices
  • Expense category
3

Review extracted data

Once processing completes, the receipt status changes to Processed. Open the receipt to review and correct any extracted data before syncing to Xero.

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Publishing to Xero

After a receipt is processed, you can publish it to Xero. eggz creates the appropriate record based on whether the receipt is paid or unpaid:
Payment StateXero Record TypeWhat it creates
UnpaidBill (ACCPAY)A purchase invoice in Xero for your supplier
PaidSpend Money (Bank Transaction)A bank transaction in Xero. Requires selecting a bank account.
Each receipt can only be published to Xero once. Make sure the extracted data is correct before publishing.

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Document limits

Your plan determines how many documents you can process per month:
PlanMonthly LimitAnnual Limit
Starter20300
Professional1001,500
Business1,000Unlimited
EnterpriseUnlimitedUnlimited
Multi-page PDFs count each page as a separate document. A 3-page PDF uses 3 of your monthly allowance.

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Troubleshooting

Check that the file is a supported format (PDF, JPEG, PNG, or WebP) and that the image is clear and readable. Blurry photos or very low-resolution images may fail to extract correctly. Try re-uploading a clearer version.
AI extraction is not perfect. Open the receipt detail page and edit any incorrect fields before publishing to Xero. Common issues include misread dates, incorrect totals on faded receipts, and missing line items on complex multi-page documents.
Your plan has a monthly processing limit. Upgrade your plan from Settings > Billing to increase your allowance. Documents uploaded after hitting the limit will not be processed until the next billing cycle or after upgrading.
Ensure your Xero connection is active in Settings > Integrations. The receipt must be in Processed status before it can be published. If publishing a paid receipt as Spend Money, you must select a bank account first.