Receipt Organizer AI Agent

{
  "agent_id": "clickup_receipt_organizer",
  "name": "Receipt Organizer AI Agent",
  "url": "https://clickup.com/brain/agents/templates/listings/receipt-organizer",
  "logo": "https://agentery.com/logos/CP-DBAMDR-256.png",
  "niche": "expense-report-processing",
  "category": "finance-ops",
  "short_summary": "Reads uploaded receipt images/PDFs, extracts vendor, date, line items, tax, and total, assigns spending categories, and creates structured ClickUp task entries…",
  "task_performed": "Reads uploaded receipt images/PDFs, extracts vendor, date, line items, tax, and total, assigns spending categories, and creates structured ClickUp task entries; flags uncertain entries for review",
  "inputs_accepted": [
    "Receipt photos or PDFs attached to ClickUp tasks (via email forwarding",
    "mobile upload",
    "or drag and drop)",
    "expense policy documents"
  ],
  "outputs_produced": [
    "Structured ClickUp task entries with populated fields (vendor",
    "amount",
    "date",
    "category) and original receipt image attached",
    "flagged entries for human review"
  ],
  "integrations_available": [
    "ClickUp"
  ],
  "protocols_or_interfaces": [],
  "industry_fit": [
    "finance",
    "accounting",
    "freelancers/solopreneurs",
    "general business"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "sometimes required",
  "pricing_model": "free",
  "price": {
    "observed": true,
    "billing": "freemium",
    "source_kind": "vendor",
    "currency": "USD",
    "lowest_monthly_usd": 12,
    "monthly_usd": 12,
    "headline": "Free plan; paid from $12/mo ($12 per user/month × 1); $9/mo equivalent billed annually",
    "commercial": {
      "entry_offer": {
        "line": "Core",
        "monthly_native": 12,
        "monthly_usd": 12,
        "commitment": "monthly",
        "basis": "$12 per user/month × 1",
        "billing_verified": true
      },
      "annual_option": {
        "line": "Core (annual billing)",
        "monthly_equivalent_native": 9,
        "total_native": 108
      },
      "currency": "USD",
      "lines": [
        {
          "name": "Free Forever",
          "price": "$0",
          "kind": "free",
          "billed": "monthly"
        },
        {
          "name": "Core",
          "price": "$12/user/mo",
          "kind": "base_subscription",
          "unit": "user",
          "billed": "monthly"
        },
        {
          "name": "Core (annual billing)",
          "price": "$9/user/mo billed yearly",
          "kind": "base_subscription",
          "unit": "user",
          "billed": "annually"
        },
        {
          "name": "Business",
          "price": "$25/user/mo",
          "kind": "base_subscription",
          "unit": "user",
          "billed": "monthly"
        },
        {
          "name": "Business (annual billing)",
          "price": "$17/user/mo billed yearly",
          "kind": "base_subscription",
          "unit": "user",
          "billed": "annually"
        },
        {
          "name": "Enterprise",
          "price": "Custom",
          "kind": "custom"
        },
        {
          "name": "MAX",
          "price": "$120/user/mo",
          "kind": "base_subscription",
          "unit": "user",
          "billed": "monthly"
        },
        {
          "name": "MAX (annual billing)",
          "price": "$100/user/mo billed yearly",
          "kind": "base_subscription",
          "unit": "user",
          "billed": "annually"
        }
      ]
    },
    "summary": "Free plan; paid from $12/mo ($12 per user/month × 1); $9/mo equivalent billed annually. ClickUp offers a free plan, paid Core and Business subscriptions from $12 per user per month month-to-month, a MAX plan at $120 per user per month, and custom-priced Enterprise access.",
    "confidence": "high",
    "source_url": "https://clickup.com/pricing",
    "checked_at": "2026-10-29T01:29:49.894Z",
    "amount": 12,
    "display": "From $12/mo",
    "plans": [
      {
        "name": "Free Forever",
        "price": "$0",
        "period": "month",
        "persona": "free",
        "highlights": [
          "No credit card required",
          "Unlimited tasks and subtasks",
          "Unlimited free members",
          "60 MB storage",
          "ClickUp Brain trial with 500 credits per workspace"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "Core",
        "price": "$12/user/mo",
        "period": "month",
        "persona": "individual",
        "highlights": [
          "Custom fields and task types",
          "Unlimited storage and spaces",
          "Unlimited forms",
          "1K automations per month",
          "ClickUp Brain trial with 1K credits per user per month pooled"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": "$9/user/mo billed yearly"
      },
      {
        "name": "Business",
        "price": "$25/user/mo",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "Advanced dashboards",
          "Webhooks and automation integrations",
          "10K automations per month",
          "Google SSO and SMS 2FA",
          "ClickUp Brain with 1.5K credits per user per month pooled"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": "$17/user/mo billed yearly"
      },
      {
        "name": "Enterprise",
        "price": "Custom",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Contact sales",
          "Enterprise permissions and governance",
          "Advanced SSO, SCIM, and SAML",
          "Audit logs and session management",
          "ClickUp Brain with 3K credits per user per month pooled"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": null
      },
      {
        "name": "MAX",
        "price": "$120/user/mo",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "Maximum premium model usage",
          "Custom skills",
          "Context engine and auto-memory",
          "Unlimited AI notetaker",
          "Unlimited autopilot agents"
        ],
        "promo_note": null,
        "price_promo": null,
        "price_annual": "$100/user/mo billed yearly"
      }
    ],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "SOC 2 CERTIFIED",
    "ISO 27001 CERTIFIED",
    "GDPR COMPLIANT",
    "HIPAA COMPLIANT"
  ],
  "evidence_quality": "high",
  "entity_type": "agent",
  "regulated_data_suitability": "possibly suitable (HIPAA stated, SOC2 stated, GDPR stated, ISO 27001 stated)",
  "evidence_urls": [
    "https://clickup.com/brain/agents/templates/listings/receipt-organizer"
  ],
  "last_checked": "2026-10-29",
  "profile_checked": "2026-06-16",
  "price_checked": "2026-10-29",
  "how_to_connect": {
    "website": "https://clickup.com/brain/agents/templates/listings/receipt-organizer",
    "docs": "https://clickup.com/docs",
    "mcp": null,
    "a2a": null,
    "api": {
      "docs_url": "https://clickup.com/api",
      "endpoint": null
    },
    "protocols": [],
    "install": null,
    "repository": null
  },
  "deployment": {
    "model": "unknown",
    "both_offered": false,
    "hosted_endpoint": null,
    "install": null,
    "note": "No deployment evidence held — Agentery has no endpoint, install instruction or directory attribute for this listing.",
    "evidence": null
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "source_url": "https://clickup.com/pricing",
      "last_observed_day": "2026-10-29",
      "age_days": 1,
      "verified_day": null,
      "note": "from the listing's current price record; no separate page-text verification is held"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "product_group": null,
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 182,
    "uptime_7d": 1,
    "checked_at": "2026-10-29T02:33:27.986Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": {
      "amount": 500,
      "unit": "credits",
      "per": "total",
      "raw": "500 credits",
      "plan": "Free Forever"
    },
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}