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",
    "currency": "USD",
    "lowest_monthly_usd": 7,
    "monthly_usd": 7,
    "headline": "Free tier, then from $7/mo",
    "summary": "Free tier, then from $7/mo. ClickUp offers a free plan, paid workspace plans from $7 per user/month billed yearly, AI plans from free to $28 per user/month, and custom-priced Enterprise service.",
    "confidence": "high",
    "source_url": "https://clickup.com/pricing",
    "checked_at": "2026-07-28T05:46:23.643Z",
    "amount": 7,
    "display": "From $7/mo",
    "plans": [
      {
        "name": "Free Forever",
        "price": "Free",
        "period": null,
        "persona": "free",
        "highlights": [
          "60MB storage",
          "Unlimited tasks",
          "Unlimited free plan members",
          "Collaborative Docs"
        ]
      },
      {
        "name": "Unlimited",
        "price": "$7 per user/month, billed yearly",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "Unlimited spaces, folders, and forms",
          "Unlimited integrations",
          "Unlimited storage",
          "Native time tracking"
        ]
      },
      {
        "name": "Business",
        "price": "$12 per user/month, billed yearly",
        "period": "month",
        "persona": "team_sme",
        "highlights": [
          "Advanced dashboards",
          "5K automations per month",
          "Google SSO",
          "Unlimited proofing"
        ]
      },
      {
        "name": "Enterprise",
        "price": "Get a custom demo; contact sales",
        "period": null,
        "persona": "enterprise",
        "highlights": [
          "Enterprise permissions and governance",
          "SAML SSO and SCIM provisioning",
          "Audit log",
          "Customer success manager"
        ]
      },
      {
        "name": "AI Free",
        "price": "Free",
        "period": null,
        "persona": "free",
        "highlights": [
          "Try AI across chat, tasks, and docs",
          "Trial access to advanced AI features"
        ]
      },
      {
        "name": "Brain AI",
        "price": "$9 per user/month",
        "period": "month",
        "persona": "individual",
        "highlights": [
          "Unlimited Brain Assistant",
          "Unlimited Brain Agent",
          "Unlimited AI chat",
          "Unlimited AI writing"
        ]
      },
      {
        "name": "Everything AI",
        "price": "$28 per user/month",
        "period": "month",
        "persona": "pro",
        "highlights": [
          "Unlimited Ambient Answers",
          "Unlimited AI Notetaker",
          "Full agentic suite"
        ]
      }
    ],
    "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": "2026-06-16",
  "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": []
  },
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 1240,
    "uptime_7d": 1,
    "checked_at": "2026-07-28T02:32:09.480Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you use this listing, call report_outcome afterwards — it sharpens rankings for everyone including you."
}