Scanning Documents

Learn how to scan and upload documents with AI-powered OCR

How to Scan

Yomio uses advanced AI to extract data from your document photos. Here's the process:

1

Open the scanner

Tap the camera icon on your home screen
2

Take a photo

Center your document and tap capture
3

AI processes it

Yomio extracts merchant, date, individual line items (product name, price, quantity), and totals
4

Review results

Check the extracted data for accuracy
5

Add categories

Assign categories to each item
6

Save

Tap save to add to your expense history

Upload Methods

Yomio offers multiple ways to add expenses to match your workflow:

📱 Camera

Take a new photo of your document in real-time. Automatic focus and lighting detection help capture the perfect shot.

🖼️ Photo Gallery

Upload document photos you've already taken from your device's photo library.

📄 Files

Upload PDF files or documents stored on your device. Great for email invoices and receipts.

✏️ Manual Entry

Manually enter expense details without needing a physical or digital document. Tap the + button and choose "Create Expense".

📤 Share from Gallery

Share receipt images directly from your Photos or Gallery app to Yomio using the system share sheet. Available on both iOS and Android.

⚡ Home Screen Quick Action

Long-press the Yomio app icon on your home screen and tap "Scan Receipt" to jump straight into the camera.

Upload Limits

Yomio plans include different upload quotas:

Free Plan

5 uploads total (lifetime)

Manual entry is always unlimited

Premium Plan

100 uploads per month

Unlimited retention

💡When You Reach Your Limit

  • You'll see a notification when attempting to upload
  • Manual entry still works (doesn't count toward limit)
  • Premium quota resets on the first day of each month

Supported File Formats

Yomio supports the following file formats:

📷 Images

JPEG, PNG (max 10MB each)

📄 Documents

PDF (single page, max 10MB)

⚠️File Size Limits

Maximum file size is 10MB

  • Most smartphone photos are well under this limit
  • If a PDF is too large, try scanning as an image instead

Best Practices

Follow these tips for the best document scanning results:

✅ DO

  • Scan documents in good lighting
  • Keep the document flat and straight
  • Frame the entire document in view
  • Hold camera perpendicular to document
  • Avoid shadows and glare

❌ DON'T

  • Don't scan in dim lighting
  • Don't cut off any part of the document
  • Don't use extreme angles
  • Don't use heavily angled shots
  • Don't use blurry or out-of-focus images

Troubleshooting

Common issues and solutions:

⚠️Upload failed or 'File too large' error

  • Check file size (maximum 10MB)
  • If using PDF, ensure it's only 1 page
  • Try compressing the image using your phone's built-in tools

⚠️'Upload limit reached' message

  • You've used all your monthly upload quota
  • Use manual entry (doesn't count toward limit)
  • Upgrade to Premium for 100 uploads/month

⚠️Processing taking too long (stuck 'Processing...')

  • Check your internet connection
  • Wait a bit longer (processing can take up to 30 seconds)
  • If the receipt doesn't appear, try uploading again