Skip to content
APSense documentation

Getting started guide

APSense is an expense management platform that automates the tedious parts of tracking business spending. By using AI-powered extraction, you can turn a photo of a receipt into a structured expense entry in seconds.

Create your account

Your journey begins by establishing a secure profile. APSense supports multiple ways to join the platform.

  1. Open the APSense app on your mobile device or navigate to the web dashboard.
  2. Select Sign in with Google for a one-click setup, or choose Sign Up to register with your email and a unique password.
  3. Follow the on-screen prompts to verify your identity.
  4. Once authenticated, a welcome splash screen appears while your dashboard initializes.

Result: You land on the main dashboard. APSense automatically creates a default Personal workspace for you so you can start tracking immediately.

Set up your workspace

Workspaces help you keep your financial life organized. You can separate personal errands from business projects or client-specific spending.

  1. Locate the Workspace Selector in the sidebar or the top navigation bar.
  2. Click the current workspace name to see your list of available areas.
  3. Select Create Workspace to add a new one (e.g., “Consulting Business” or “Project X”).
  4. Customize your workspace by choosing a unique color and an avatar or text label to make it easy to identify.

Result: You now have a designated area to group related expenses and reports, ensuring your data stays segmented.

Scan your first receipt

Instead of typing in every detail, let the APSense AI do the heavy lifting.

  1. Tap the prominent Scan Receipt or camera icon on the home screen.
  2. Position your receipt within the frame and capture the image.
  3. Wait a moment while the system processes the image.
  4. Review the extracted data on the Review Screen. Notice the AI Extracted badge, which indicates the system successfully identified the vendor, total amount, and date.
  5. Confirm the details are correct and tap Save.

Result: The system populates the expense form automatically. Your new expense is now saved and visible in your list.

Create an expense report

Reports allow you to group multiple expenses together for easy submission to accounting or for your own records.

  1. Navigate to the Reports tab.
  2. Tap the + icon or New Report button.
  3. Enter a title for your report (e.g., “November Travel”) and select a workspace.
  4. Go back to your Expenses list and select the expense you just scanned.
  5. Tap Assign to Report and select your newly created report.

Result: Your expense is now linked to a structured report. The report view automatically calculates the total amount for all included items.

Verify your dashboard stats

The dashboard provides a high-level view of your financial activity.

  1. Return to the main Dashboard.
  2. Look at the summary cards at the top of the screen.
  3. Confirm that the Not Submitted or Pending totals reflect the amount of the report you just created.
  4. Check the Recent Expenses list to see your latest activity at a glance.

Result: Your spending activity is correctly tracked. As you add more receipts, these stats update in real-time to give you a clear picture of your budget.

Support

If you encounter any issues during setup or have questions about AI extraction, please reach out to our support team: