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APSense documentation

Quick start guide

Quick start guide

Track your first expense and generate a professional report in under five minutes. We’ll guide you through setting up your profile, capturing a receipt with AI, and preparing a document for reimbursement.

Create your account

Establish a secure user profile to sync your data across mobile, web, and desktop platforms.

  1. Open APSense and select your preferred sign-in method: Email, Google, or Apple ID.
  2. Complete the authentication process.
  3. Notice that you land on the dashboard and a default Personal workspace is automatically created for you in the top navigation.

Capture your first receipt

Use Cortexa AI to automatically extract expense details from a photo so you don’t have to type them manually.

  1. Tap the Camera icon on the main screen.
  2. Snap a clear photo of a receipt or upload an existing image from your gallery.
  3. Observe the AI processing badge while the system analyzes the image.
  4. Review the extracted details. The system automatically identifies the Vendor, Total Amount, and Date.

Create an expense report

Organize your individual expenses into a group for easier submission to accounting or clients.

  1. Navigate to the Reports tab.
  2. Tap New Report.
  3. Give your report a descriptive name, such as “Monthly Travel” or “Client Project X”.
  4. Select a custom color to help identify this report in your list.

Assign the expense to your report

Link your captured data to your newly created report to track your total spend.

  1. Open the details of the expense you just captured.
  2. Select your new report from the Report dropdown menu.
  3. Save the changes.
  4. Notice the report’s color tag now appears on the expense item in your list, and the expense total is added to the report summary.

Generate and share your report

Produce a branded PDF containing your itemized expenses and receipt images for reimbursement.

  1. Open your report and tap Submit or Share.
  2. Choose PDF Full Report to generate a professional document.
  3. Preview the final document to see your itemized table, category breakdowns, and embedded receipt thumbnails.
  4. Send the report directly to an email address or export it to your device.

Get support

If you run into any issues during setup or have questions about advanced features, our team is here to help.