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APSense documentation

Quick start guide

We’ll help you set up your workspace, scan your first receipt with Cortexa AI, and generate a professional expense report ready for reimbursement.

Create your account

Establishing your secure profile ensures your preferences and expenses sync across your mobile and desktop devices.

  1. Open the APSense app or web dashboard.
  2. Choose your preferred sign-in method: Email, Google, or Apple.
  3. Follow the prompts to complete your profile.

What to look for: You’re logged into the APSense dashboard and greeted by the onboarding wizard with video tutorials.

Initialize your first Workspace

Workspaces are organizational containers that keep your business and personal expenses completely separate.

  1. Open the navigation menu and select Workspaces.
  2. Tap Create Workspace.
  3. Give it a name (like “Consulting” or “Personal”) and choose a custom color or icon.
  4. Tap Save.

What to look for: Your new workspace is now active and visible in the navigation menu.

Set a Default Report

A Default Report acts as an automatic destination for new expenses, allowing you to organize your spending with a single tap.

  1. Navigate to the Reports tab.
  2. Tap the + icon to create a new report (e.g., “December Travel”).
  3. Open the report details and tap the Star icon or toggle the Set as Default switch.

What to look for: The report now displays a star icon, indicating it’ll automatically receive all new scans.

Scan your first receipt

APSense uses proprietary Cortexa AI to read your receipts so you don’t have to type in the details manually.

  1. Tap the Scan button in the center of the navigation bar.
  2. Align your receipt in the camera view and snap a photo.
  3. Review the extracted data on the next screen.

What to look for: Notice that Cortexa AI identifies the vendor, total amount, and date. For popular merchants, the vendor’s logo appears automatically.

Submit your report

Once your expenses are captured, you can send a professional documentation package to your accounting department or client.

  1. Open your Default Report.
  2. Tap the Submit button.
  3. Enter the recipient’s email address in the submission dialog.
  4. Tap Confirm.

What to look for: APSense generates a professional PDF report—complete with receipt thumbnails and category breakdowns—and sends it to your designated contact.

Verification

To confirm your first success, check the following:

  • The report status in your list has changed from Active to Submitted.
  • Your scanned expense appears in the centralized list with its recognized vendor logo.

Next steps

Now that you’ve mastered the basics, try these advanced automation features:

  • Forward receipts: Generate a Personal Inbox Token in Settings to forward digital receipts from your email directly to APSense.
  • Track mileage: Open the Mileage module and start a GPS trip to automatically calculate your next travel reimbursement.

Support

If you need assistance, we’re here to help: