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.Supported file types
Any file up to 25 MB.
Upload methods
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.
File picker (desktop and mobile)
Click the upload zone to open your system file picker. Select one or more files and confirm.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 take the photo.
3
Confirm upload
The captured image uploads automatically. If you prefer, tap Upload from Photos Instead to pick an existing image from your gallery.
From the eggz Chrome extension
If you use the eggz Chrome extension with a connected eggz account, you can upload without opening the web app:- Upload document in the side panel — PDF, JPG, PNG, WebP, GIF or HEIC up to 25 MB.
- Send tab screenshot — captures the page you’re viewing (for example an invoice in webmail) and uploads it as an image.
- Capture the bill on this page — a banner offers it whenever the page looks like an invoice, and a PDF is sent as the original file, not a picture. See Capture bills from any page.
- Collect a whole billing page — three or more documents on one page becomes a single approval, and anything eggz already holds is skipped. See Collect every bill on a page.
Email forwarding
Forward a receipt or bill to your workspace’s own eggz address and each attachment arrives as a pending receipt automatically — no app to open. See Email-in: forward receipts to eggz for how to get your address and who’s allowed to send.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 (a receipt that shows only ” or USD)
- 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.
Publishing to Xero
After a receipt is processed, you can publish it to Xero from the Publish to Xero card on its detail page — you review the pre-filled details, then approve. eggz creates the appropriate record based on whether the receipt is paid or unpaid:Each receipt can only be published to Xero once. Make sure the extracted data is correct before publishing.
Document limits
Your plan sets how many documents eggz processes for you. Your live usage is on Settings > Billing in the web app, which shows how many documents you have left and, on Solo, Growth and Business (whether billed monthly or yearly), when the monthly allowance refills.
Settings > Billing shows the paid plans with their current prices, and your document usage on every plan. Yearly plans are billed once a year and have the same monthly document allowance as the monthly plan; there is no separate yearly cap. Prices and every other limit, AI messages included, are in Plans and prices.
Document usage on Settings > Billing leads with the documents you have left, then where they come from: your plan’s allowance, packs (yours until used) and repeating packs. When you change plan, it shows the new plan’s allowance beside the pack documents you still have. The upload button shows the same number, as Select files (104 left), or Select files (Unlimited) on Scale.
Document packs
Need more documents than your plan includes? Ask eggheadz how many documents you have left, in the web app or the Chrome extension, and buy a pack from the card it shows. To have one bought for you when you run low, turn on Auto top-up in Settings > Billing. Packs are sold on every plan except Scale. Scale’s documents are unlimited, so there is no pack to buy.- Packs run from 100 to 10,000 documents. A pack of 100 to 499 documents costs A0.30 a document.
- Repeating packs come in blocks of 100 documents, at A0.15 a document billed yearly.
How document credits are counted
- One document, one credit. eggz charges one document credit for each document it processes, however many pages it has. A 3-page PDF is one document and uses one credit, not three. Only documents eggz successfully processes count towards your usage, which is the same rule the Settings > Billing usage card states.
- A file eggz already holds is not charged again. Drop, pick or capture a file eggz already has, byte for byte, and eggz says receipt.pdf is already in eggz. instead of processing it, even when you’re out of documents. When the eggz Chrome extension collects the invoices or receipts listed on a page, it also recognises documents it already holds from that same website, and the approval card tells you the split before you decide, as 3 new, 51 you already have. A new copy whose bytes differ, such as a fresh Send tab screenshot or a PDF the website makes again, is a new document and counts.
Troubleshooting
My document failed to process
My document failed to process
Check that the file is a supported format (PDF, JPG, PNG, WebP, GIF or HEIC), under 25 MB, 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.
The extracted data is wrong
The extracted data is wrong
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.
I've hit my document limit
I've hit my document limit
Your plan has a document allowance. Once you reach it, new uploads are refused with an upgrade prompt and nothing is stored, so keep those documents and upload them again after you upgrade from Settings > Billing or, on Solo, Growth and Business (billed monthly or yearly, the allowance refills every month either way), after it refills. You can also buy a document pack. On Free the allowance does not refill, so upgrading or buying a pack is the way to process more.
Does a multi-page PDF use more than one credit?
Does a multi-page PDF use more than one credit?
No. One document is one document credit, however many pages it has. See How document credits are counted.
Am I charged again for a document eggz already has?
Am I charged again for a document eggz already has?
Not for the same file. eggz recognises a file it already holds, byte for byte, however it arrives, and tells you it’s already in eggz. A collect also skips documents eggz already holds from the same website. A new copy whose bytes differ, such as a fresh tab screenshot, is processed as a new document and counts. See How document credits are counted.
I can't publish to Xero
I can't publish to Xero
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.