Get receipts into Obra

However a receipt reaches Obra — snapped in the form, sent by WhatsApp or forwarded by email — the same thing happens next: Obra reads it, extracts the amount, date, vendor, sales tax and a category matched against your own list, and turns it into a draft. Nothing enters your ledger until you've looked at it.

While adding a transaction or an expense, tap the camera button to photograph the receipt — or attach an existing photo or PDF. The scan prefills the form for you, and it only ever fills fields you haven't typed in yourself: anything you entered stays exactly as you wrote it.

Photos in JPG, PNG, WebP or HEIC always get scanned. PDFs are scanned up to 5 MB — a bigger PDF still attaches to the transaction as a document, it just isn't read.

Link your own WhatsApp number once from Settings → Integrations → WhatsApp: press Connect, and send the one-time code shown there to Obra's number from your phone. From then on, any receipt photo or PDF you send arrives in your organization's Receipts inbox, already scanned.

Every teammate links their own phone. If you belong to more than one organization, you choose which one receives your receipts — on the same settings page, or by sending the word "org" in the chat.

Every organization gets its own private email address for receipts. Forward an invoice to it — from your inbox, your accountant's, or a supplier's — and it arrives scanned like everything else. An owner or admin can find (and rotate) the address on the Organization settings page; treat it like a key and share it only with your team.

Everything captured lands in the Receipts inbox as a draft. Open one, check what the scan read, fix anything it got wrong, pick the project — then confirm it into a transaction. The transaction remembers where it came from: WhatsApp, email or your own typing.