AI help for HSA receipts

HSA Butler.

Keep medical receipts organized for future HSA reimbursement. AI reads the receipt details, HSA Butler keeps the proof searchable, and you can see what is still available to withdraw tax-free.

โœ“ 10 trial receipts โœ“ No credit card to start โœ“ Plus from $6/month
Butler AJ
Available to withdraw
$1,610.00
Tucked away
$2,348.50
AI drafts
7 ready
๐Ÿ’Š
CVS Pharmacy Reimbursed
$48.20
๐Ÿฆท
Sunset Dental Open
$210.00
๐Ÿ‘“
Riverside Optical Reimbursed
$175.50
๐Ÿงพ
Forwarded receipt Needs review
$96.40
Three jobs, done well

Less spreadsheet. More proof.

HSA Butler focuses on the records that make future reimbursement possible: qualifying medical receipts, searchable proof, and a clear reimbursed-versus-open balance.

๐Ÿงพ

Receipts tucked away.

Upload receipts, add notes, and keep the proof you need for future HSA reimbursements.

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Forward the email.

Send receipt emails to your HSA Butler inbox and keep the evidence connected to the right expense.

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AI drafts the details.

HSA Butler extracts vendor, service date, amount, category, and member details so you can review a clean draft.

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Know what is available.

Track reimbursed versus open receipts and see the amount you can still withdraw, tax-free.

Trusted strategy

A trusted HSA strategy, made easier to keep up with.

The Money Guy Show has covered a strategy many long-term HSA savers use: when cash flow allows, pay qualified medical expenses out of pocket, keep strong records, invest the HSA dollars, and reimburse later.

HSA Butler is not affiliated with, sponsored by, or endorsed by The Money Guy Show. We reference their public education because it explains the receipt-first strategy clearly.

AI inbox

Forward receipts. Review clean drafts.

Forward a receipt email and HSA Butler can extract the payment details, attach evidence, and route anything uncertain to review. You keep control of the final record.

Try the inbox
Forwarded receipt draft

Bright Dental

AI found a dental cleaning receipt for Alex Garcia and marked it ready for review.

Service date May 16, 2026
Category Dental
Amount $148.00
High confidence Needs your OK
How it works

A simple recordkeeping loop.

The point is not to replace judgment. It is to make the receipt trail easy to keep current while you still control the final record.

01

Add or forward a receipt.

Upload a file manually or forward receipt emails from pharmacies, dentists, clinics, and vision shops.

02

Review the draft.

HSA Butler suggests receipt details, flags uncertain fields, and keeps you in control of the final record.

03

Withdraw when ready.

Your ledger keeps open and reimbursed receipts clear for future tax-free HSA withdrawals.

What you can use

The HSA Butler workflow is available today.

Capture proof, review AI-drafted details, track reimbursement status, and keep your records ready for future withdrawals. Planned capabilities are separated below.

Available now

Capture receipts without rebuilding a spreadsheet.

  • โœ“Manual receipt uploads
  • โœ“Email forwarding
  • โœ“OCR and AI extraction
  • โœ“Draft review before anything is saved
Available now

Keep reimbursement status and proof clear.

  • โœ“Service categories
  • โœ“Receipt attachment checks
  • โœ“Reimbursed and open receipt tracking
  • โœ“Advanced search and export
Available now

Plan around the HSA strategy you are already using.

  • โœ“Planning insights
  • โœ“Notifications and digests
  • โœ“Banking integrations
  • โœ“Family and household support
Coming later

More automation as the product grows.

  • โœ“Deeper eligibility checks
  • โœ“Native app options
  • โœ“Expanded AI assistant workflows
  • โœ“Additional HSA provider integrations
Simple pricing

Try it, then choose Plus.

Start with a short free trial. Plus unlocks unlimited receipts, email forwarding, AI extraction, reimbursement tracking, reporting, planning tools, and family support.

Free trial

14 days to make sure it fits your HSA workflow.

$0/trial
  • โœ“Up to 10 receipts during trial
  • โœ“Manual receipt tracking
  • โœ“No credit card to start
Start free
Founding annual price

HSA Butler Plus

Same Plus features with a lower annual price while founding pricing is available.

$49/year
  • โœ“Unlimited receipts
  • โœ“Email forwarding
  • โœ“AI receipt extraction
  • โœ“Reimbursement tracking
Choose yearly
FAQ

Plain answers.

Is HSA Butler tax or financial advice?

No. HSA Butler is a tracking and documentation tool. You should confirm HSA eligibility and reimbursement decisions with your tax or financial professional.

Does the AI automatically change my records?

No. AI helps extract and draft receipt details, but HSA Butler keeps review and confirmation in your hands.

What happens after the trial?

You get 14 days and up to 10 receipts during the trial. HSA Butler Plus keeps receipt creation open with monthly or yearly billing.

Can I cancel?

Yes. You can manage billing in Stripe and cancel any time. Your active subscription remains available through the current billing period.

What is coming later?

Planned capabilities include deeper eligibility checks, native app options, expanded AI assistant workflows, and additional HSA provider integrations. Those are future features, not part of the current Plus plan.

Ready when the next receipt shows up

Start with the next medical receipt.

Start 14-day trial