Kit 06 · Record preparation
Receipt Shoebox
Extract visible receipt fields, flag uncertainty, and prepare a review queue before bookkeeping.
Field sheet
Turn the pile into a queue—not automatic truth.
Receipt Shoebox collects copies, extracts visible fields, preserves the source image, and routes low-confidence items for review. It assists record preparation rather than acting as a bookkeeper.
Worked exampleIllustrative workflow
Current dragA month of receipts arrives as photos, scans, and crumpled paper.
Control addedCopy each source into a controlled folder and assign a stable file name.
System preparesExtract vendor, date, amount, tax, and visible category clues with confidence flags.
Human releaseA reviewer corrects uncertain fields and approves the export for system entry.
Processing boundary
Local by default. External by decision.
The operating record remains useful without a connected service. External assistance is limited to approved context and explicit tasks.
Runs locally
- Source receipt copies
- Extraction table
- Duplicate register
- Review queue
- Approved export
May run externally
- Reading approved images
- Extracting visible text
- Suggesting likely categories for review
Never automatic: guessing an amount, deleting the source, or posting directly to the ledger.
Ownership and hand-off
The workflow remains useful when the tool changes.
- Client keeps the sourceEvery row links to a source image.
- Decisions remain visibleUncertainty remains visible.
- Review stays attributableCorrections are recorded.
- Tools remain replaceableExports remain ordinary files.
Human review checklist
Before the work moves.
- Does every record link to a source?
- Are unreadable fields blank rather than guessed?
- Were duplicates checked?
- Did a person approve uncertain values?
- Is posting to the accounting system still separate?