Get the apps
The native apps are live and use the same backend as the web app — one account, everything syncs:
- iOS — download on the App Store
- Android — get it on Google Play
Scanning a receipt
The Upload tab offers three sources: Camera (take a photo), Photo Library (pick up to 10 images at once), and Choose File (PDF/JPG/PNG picker). Files can be up to 20 MB in PDF, JPG, PNG, or HEIC — iPhone HEIC photos are handled automatically, no conversion needed on your side.
After you snap, the guided scan view takes over: your own photo with viewfinder brackets and a scan line sweeping over it, a narrated stage label ("Uploading…" → "Reading your receipt…" → "Finding amounts & VAT…" → "Almost done…") and a live progress bar. The progress is honest — the bar never claims completion until the backend confirms the scan actually finished. A typical scan takes 10–40 seconds; if processing takes unusually long, the app shows a distinct "still processing" state instead of a false success. The view respects the iOS reduce-motion setting.
What you see after the scan
The document detail has a sticky action bar that tells you plainly what happened:
- Scan produced an invoice — vendor name, amount, a payment-status badge, and an Edit Invoice button that opens straight into edit mode.
- Confidence too low — an honest "OCR confidence too low" hint plus a Create anyway button so you decide.
- Scan failed — a Rescan button. Rescans are limited to 3 per document.
If you upload a file that already exists in your company (byte-identical), the app shows a dedicated duplicate screen with a link to the original — no second scan, no double booking.
Finding documents: folders are filters
Documents are auto-filed into year and month folders by invoice date. On mobile, folders work as filters, not a drill-in hierarchy: open the folder sheet, pick a folder, and the document list filters to it. All Documents, Inbox, and Trash are always available at the top.
You can create folders inline, rename them, and delete them (documents and subfolders move to the parent — the confirm dialog says exactly that). The automatic year/month folders can't be deleted. "Move to folder…" lives in the document's action menu, and long-press starts a bulk selection with Delete/Move actions. Documents deleted on mobile go to Trash; restoring is done in the web app.
Global search works from any tab — three characters minimum, and it searches inside scanned content, not just filenames ("Matched in content" appears on content hits). See search inside your documents.
The Matching inbox on your phone
The Matching inbox shows bank-payment suggestions in three segments: All, Probable, and Matched.
- Swipe right to approve, swipe left to reject, or tap to open the review sheet — transaction, invoice, and a plain-language reason ("Invoice number and amount match"), plus a "Why this match?" disclosure with the four signal bars.
- The Matched segment lists everything already linked, with an "Auto" badge on system matches. One tap unlinks; an Undo toast re-links if that was a mistake.
- After approving, a "Matched · Undo" toast shows for 3 seconds — and any match can be permanently unlinked later.
- A sticky bulk-approve bar clears high-confidence suggestions in one go.
Details on the explanation and undo paths: why this matched, and how to undo.
Face ID / Touch ID
The login screen offers biometric quick unlock — Face ID or Touch ID, on by default for new sign-ins. Your token is stored in the device keychain, never in plain storage. In practice: no authenticator-code prompt at the restaurant table; your paired device plus biometrics acts as the second factor on mobile.
Push notifications
Push notifications are live on iOS today: scan results, matching reviews, and tax-advisor requests, each deep-linking to the right screen. Payloads deliberately carry no sensitive data — no amounts, no vendor names. Notification preferences (push and email, per category) live in Settings. Android push isn't available yet; Android users get the in-app notification center and email.
No install? The web app works on phones too
The web app at app.taxiteasy.org is responsive, and the file picker on iOS Safari and Android Chrome includes a take-photo option. The native apps add the guided scan view, biometric unlock, batch photo pick, and push — but the web path remains fully supported.
Related
- Upload via the web — desktop drag-and-drop upload
- Set up email forwarding — the no-camera path for emailed invoices
- Supported file types and sizes — full format + limit reference
- Why this matched, and how to undo — the mobile matching inbox in depth
- Search inside your documents — content search on mobile and web