Full walkthrough

See luca in action

From sign-up to filing — the complete workflow that turns a shoebox of receipts into a clean ledger. Nine steps, zero spreadsheets.

For accountants · Steps 1–3, 6–9 For clients · Steps 4–5
Step 1 · Accountant

Create your firm account

Sign up in under a minute. Enter your name, firm name, and email. No credit card. The free tier supports two clients and 30 receipts a month — enough to try the whole workflow end to end.

  • 30-second registration
  • No credit card required
  • Free tier never expires
Step 2 · Accountant

Add your first client

From your dashboard, click Add client and enter their business name. luca auto-generates everything they need to send you receipts: a capture link, a 6-character code, and a unique email ingest address.

  • Auto-generated capture link
  • Unique 6-character code
  • Unique client.firm@luca.mobi ingest address
luca.mobi/accountant
Clients
+ Add client
Greenacre Farm Ltd
greenacre.johnstonco@luca.mobi
42 receipts
Smith Plumbing
smith.johnstonco@luca.mobi
Just added
Riverside Cafe
riverside.johnstonco@luca.mobi
18 receipts
Step 3 · Accountant

Share the capture link

Send your client the capture link by SMS, WhatsApp, email — whatever they prefer. There's no app to install and no account to create. They open the link, see a clean photo interface, and they're ready.

  • One unique link per client
  • Works on any phone with a browser
  • Optional QR code for printed signs
luca.mobi/accountant/client/smith
Smith Plumbing
Capture link
Copy link
Email ingest address
Copy address
Step 4 · Client

Client snaps a receipt

Your client opens the link on their phone, points the camera at the receipt, and taps the shutter. The capture page works offline — photos queue up locally on a tractor, in a workshop, on a building site, and sync automatically when there's signal.

  • No app, no account, no training
  • Works offline
  • Auto-syncs when reconnected
Smith Plumbing · K7M2QN
€ 84.60
Step 5 · Client

Or forwards an email invoice

For digital invoices, the client doesn't need to print and snap. They forward the email — PDF attached, or just the body — straight to their unique client.firm@luca.mobi address. luca extracts every attachment automatically.

  • PDF, image, DOCX, XLSX — all supported
  • Email body itself parsed if no attachments
  • Same AI extraction as photo capture
From
power@utility.ie
To
smith.johnstonco@luca.mobi
Subject
Your March invoice (INV-22418)

Dear customer,

Your invoice for March is attached.

INV-22418.pdf
142 KB
→ luca processes attachment automatically
Step 6 · AI

AI extracts every field

Within seconds, luca's AI reads the receipt — photo or PDF — and pulls out every field: date, vendor, total, net, VAT, VAT rate, supplier VAT number, payment method, category, and individual line items where present.

  • Date, vendor, totals, VAT, supplier VAT number
  • Categories applied automatically
  • Line items extracted where present
€ 84.60
AI
Date15 Mar 2026
VendorPower Utility Ltd
Net68.78
VAT (23%)15.82
Total84.60
VAT no.IE6388047V
CategoryUtilities
Step 7 · Accountant

You review and approve

Open the receipt in your dashboard. The image is on one side, the extracted data on the other. Click any field to edit. Change a vendor's category once and luca remembers it for next time.

  • Image and data side by side
  • Inline editing with auto-save
  • Category learning per vendor
luca.mobi/accountant/receipt/r-9281
€ 84.60
Date15 Mar 2026
VendorPower Utility Ltd
Total€ 84.60
VAT€ 15.82 (23%)
CategoryUtilities
Approve
Step 8 · Accountant

Generate the VAT return

One screen shows the whole period. Receipts grouped by VAT period (quarterly UK, bi-monthly Ireland), split by rate, with missing supplier VAT numbers flagged and at-risk amounts highlighted. Submit the totals to HMRC or Revenue with confidence.

  • UK quarterly / Ireland bi-monthly periods
  • Rate breakdown (23%, 13.5%, 9%, 0% etc.)
  • Missing supplier VAT flagged automatically
luca.mobi/accountant/client/smith/vat
Mar–Apr 2026
Standard 23%€ 1,284.40
Reduced 13.5%€ 218.30
Reduced 9%€ 64.80
Zero 0%€ 0.00
Reclaimable VAT€ 1,567.50
⚠ 2 receipts missing supplier VAT — at risk: € 41.20
Step 9 · Accountant

Export to your accounting software

One click. Choose your format — Sage 50, Xero, QuickBooks, Surf Accounts, Big Red Book, or generic CSV — and download a file ready to import. Field mappings and tax codes are handled. No reformatting, no manual fixes.

  • Sage 50 · Xero · QuickBooks · Surf · Big Red Book
  • Generic CSV for anything else
  • Correct tax codes per jurisdiction
luca.mobi/accountant/client/smith/export
Export receipts
Sage 50
Surf Accounts
Xero
QuickBooks
Big Red Book
Generic CSV
Download (124 receipts)

Ready to try it yourself?

Set up your firm in 30 seconds. Add your first client in another 30. They can start sending you receipts immediately.

Browse the help centre