Reporting Feature

Professional PDF Expense Reports in One Click

Turn your scanned receipts into polished, professional PDF expense reports. Complete with cover page, category summaries, detailed line items, tax deduction breakdowns, and reimbursement tracking — generated instantly.

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What Your Report Looks Like

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A

Acme Consulting LLC

Expense Report

Jan 1 - Jan 31, 2024

$3,847.22

Total Expenses

Receipts:42
Categories:6
Report ID:ER-2024-0131

Page 1 — Cover

Category Summary

Travel$1,240 (32%)
Meals$890 (23%)
Office$720 (19%)
Software$540 (14%)
Transport$320 (8%)
Other$137 (4%)
Total$3,847.22

Page 2 — Category Summary

Detailed Line Items

01/03Delta AirlinesTravel$342.00
01/05Hilton HotelsTravel$189.00
01/07UberTransport$24.50
01/07Nobu RestaurantMeals$86.40
01/10StaplesOffice$67.30
01/12Adobe CreativeSoftware$54.99
01/15ChipotleMeals$14.25

+ 35 more items...

Page 3 — Line Items

Everything Your Expense Report Needs

ReceiptLyzer generates comprehensive, multi-page PDF expense reports that include every section a finance department, accountant, or tax preparer could ask for.

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Cover Page

Professional cover page with your business name, report period, total expenses, and submission date. Customizable with your logo.

  • Business name & logo
  • Report date range
  • Total expense amount
  • Report ID & submission date
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Category Summary

Visual breakdown of expenses by category with totals, percentages, and receipt counts. See exactly where your money went at a glance.

  • Category-by-category totals
  • Percentage of total spend
  • Receipt count per category
  • Bar chart visualization
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Detailed Line Items

Every receipt listed with date, vendor, category, amount, and payment method. Sorted chronologically or by category — your choice.

  • Date & vendor for each receipt
  • Category & GL code
  • Amount & payment method
  • Running total column
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Tax Deductible Section

Separate section highlighting all tax-deductible expenses with deduction categories mapped to Schedule C lines.

  • Deductible vs. non-deductible split
  • Schedule C line mapping
  • Deduction totals by category
  • Estimated tax savings
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Reimbursement Tracker

For employees submitting expense reports to employers: clear reimbursement totals, approval status fields, and manager signature line.

  • Reimbursable amount total
  • Out-of-pocket vs. company card
  • Approval signature line
  • Policy compliance notes
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Receipt Appendix

Optional appendix with thumbnail images of every original receipt, cross-referenced by line item number for full audit trail.

  • Receipt image thumbnails
  • Cross-referenced to line items
  • Original file names
  • Upload timestamps

Customize Your Reports

Every business has different reporting requirements. ReceiptLyzer lets you customize what appears in your expense reports, how data is grouped, and what the final PDF looks like.

Date Range Selection

Generate reports for any time period: weekly, monthly, quarterly, yearly, or custom date ranges.

Category Filtering

Include all categories or filter to specific expense types. Create a travel-only report or a meals-only report.

Sort & Group Options

Sort by date, vendor, amount, or category. Group line items by category, by week, or by project.

Branding & Logo

Upload your company logo to appear on the cover page. Set your business name, address, and contact info.

Section Toggle

Include or exclude any section: cover page, category summary, tax deductions, receipt images, reimbursement tracker.

Report Configuration

January 2024 Expense Report
Jan 1, 2024
Jan 31, 2024
Category
Cover Page
Category Summary
Detailed Line Items
Tax Deduction Breakdown
Reimbursement Tracker
Receipt Image Appendix
Generate PDF Report

Reports for Every Use Case

Whether you are a freelancer tracking expenses, an employee submitting for reimbursement, or a bookkeeper preparing client reports — ReceiptLyzer has you covered.

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Employee Reimbursement

Generate clean expense reports your finance department will love. Includes itemized expenses, receipt images, category totals, and a clear reimbursement amount. Add project codes and cost centers for precise allocation. Manager approval signature lines included.

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Freelancer Tax Prep

Create annual or quarterly expense summaries organized by Schedule C categories. Share with your accountant or use them when filing your own taxes. Includes deductible vs. non-deductible split, estimated tax savings, and receipt backup for every claimed deduction.

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Client Billing

Consultants and agencies can generate expense reports per client or per project. Attach them to invoices to justify billable expenses. Filter by client tag, project code, or date range. Professional formatting that clients trust when reviewing expense pass-throughs.

Under 10 Seconds

Average time to generate a complete, multi-page PDF expense report from 50+ scanned receipts. What used to take hours now takes seconds.

Share & Export Your Way

Once your report is generated, share it however works best for your workflow.

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Download PDF

Save the full report as a professionally formatted PDF to your device. Print-ready at any size.

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Email Directly

Send the report via email to your accountant, manager, or client directly from ReceiptLyzer.

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Shareable Link

Generate a secure, password-protected link that anyone can use to view the report online.

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CSV Export

Prefer raw data? Export the underlying data as CSV for use in Excel, Google Sheets, or custom tools.

Generate Your First Expense Report in Minutes

Upload your receipts, and ReceiptLyzer turns them into a professional PDF expense report automatically. No formatting, no spreadsheets, no hassle.

Start Free — No Card Required