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APSense documentation

Getting started guide

Getting started with APSense

APSense is a cross-platform expense tracking application that helps you manage business finances with ease. By using AI-powered scanning and automated reporting, you can stop manually entering data and start tracking smarter across mobile, web, and desktop.

Create your account

To keep your data synced across all your devices, you must first establish a secure profile.

  1. Choose a sign-in method: Open APSense and select Sign Up. You can use your existing Google or Apple account for a one-tap setup, or register with an email and password.
  2. Verify your email: If you choose the email and password option, check your inbox for a verification link. You must click this link to activate your account.
  3. Complete the wizard: Once logged in, an onboarding wizard introduces you to the core features: tracking expenses, logging mileage, and building reports.

Result: You are now logged into the APSense dashboard and ready to configure your environment.

Configure your first workspace

Workspaces allow you to separate different financial contexts, such as keeping your personal spending separate from client projects or specific business entities.

  1. Open workspace selection: Navigate to the Workspaces section in your settings or use the switcher located in the top navigation bar.
  2. Create a new workspace: Tap the + or Create Workspace button.
  3. Customize your space: Enter a name for your workspace and select a distinct color and icon. This helps you visually identify which context you are working in at a glance.
  4. Set as active: Select your new workspace to make it the primary destination for new expenses.

Result: Your active workspace is now ready to receive transactions.

Scan your first receipt

The Cortexa AI automatically reads your receipts so you don’t have to type in the details manually.

  1. Initiate capture: Tap the Camera icon on the main screen.
  2. Capture the image: Point your camera at a physical receipt and take a photo. If you have a digital receipt saved on your device, choose the Gallery option to import it.
  3. Wait for extraction: The AI begins processing the image immediately. You will see a progress indicator while it identifies the financial data.

Result: APSense identifies the vendor, total amount, and date from the image.

Review and save the expense

Before finalizing the entry, you can verify the information and add additional context.

  1. Verify details: On the Review screen, check the extracted vendor name, amount, and date. If the AI recognizes the merchant, you will see their official logo next to the entry.
  2. Assign a category: Use the dropdown menu to select a category (e.g., Meals, Travel, or Supplies). APSense learns from your choices and will suggest the same category for this vendor in the future.
  3. Save the transaction: Tap Save.

Result: The expense is saved to your local list and automatically synced to the cloud for access on other devices.

Create your first expense report

Reports bundle your individual expenses into professional documents for reimbursement or tax purposes.

  1. Navigate to Reports: Tap the Reports tab in the navigation menu.
  2. Create a new report: Tap Create Report, give it a title (like “January Sales Trip”), and pick a theme color.
  3. Assign expenses: Select the expenses you just created and add them to the report. You can also set a “Default Report” in your preferences to have new expenses assigned here automatically.
  4. Generate the document: Once your report is complete, you can export it as a professional PDF or a CSV file for accounting software.

Result: Your report is now visible in the Reports tab, ready to be shared or submitted.

Platform availability

You can access your APSense data anywhere using the following platforms:

  • Mobile: Native apps for iOS and Android.
  • Web: Access the full dashboard at apsense.app.
  • Desktop: Dedicated applications for Windows, macOS, and Linux.

Automatic email ingestion

For digital receipts like those from Amazon, Uber, or airlines, you can use the hands-free ingestion method. Every user receives a personalized inbox token. Simply forward your receipt emails to expenses@apsense.app, and the system will automatically extract the data and add the expense to your account.

Support

If you encounter issues during setup or have questions about features, please contact our support team: