Quickstart Guide
Get up and running with Outlay in under five minutes. Follow these three simple steps to automate your first expense report.
1
Create your Workspace
Sign up for an Outlay account and create your first workspace. A workspace represents your company. Be sure to input your correct 15-digit GSTIN in the workspace settings so our engine can accurately identify B2B vs B2C invoices.
2
Upload a Receipt
Navigate to your dashboard and click Upload Receipt. Select any PDF, JPG, or PNG file. Within seconds, Outlay's OCR engine will extract the Merchant Name, Date, Total Amount, and line-item taxes.
3
Approve and Export
Review the extracted data. If everything looks correct, click Approve. You can then export the data as a CSV or a direct XML file formatted for Tally Prime.