EXPENSES

    Track every dollar.
    Stay in control.

    Receipt scanning, auto-categorization, and budget tracking to manage business expenses effortlessly.

    Receipt ScanningBudget AlertsSpending Analytics

    How it works

    From receipt to report in three simple steps.

    1

    Log Expenses

    Snap a receipt photo or manually enter expenses. Categories auto-assign with smart detection.

    • Receipt photo scanning
    • Manual entry forms
    • Vendor auto-detection
    • Multi-location support
    2

    Categorize & Approve

    Organize by vendor, category, or project. Set approval workflows for teams.

    • Smart categorization
    • Approval workflows
    • Custom tags & labels
    • Project assignment
    3

    Report & Analyze

    Generate expense reports, track budgets, and identify cost-saving opportunities.

    • Period reports
    • Budget vs. actual
    • Vendor spending trends
    • Cost reduction insights

    Expense features

    Every tool you need to track, categorize, and report on business expenses.

    01 / 06

    Receipt Scanning

    Snap a photo and auto-extract vendor, amount, date, and category. Works with any receipt format.

    Receipt Scanner

    02 / 06

    Auto-Categorization

    Smart expense categories with custom rules and tags. Expenses sort themselves based on vendor and type.

    Auto-Categorization

    Internet BillUtilities
    Paper SuppliesOffice
    Client LunchMeals
    03 / 06

    Budget Tracking

    Set budgets by category and get alerts when approaching limits. Visual gauges show real-time spending.

    Budget Tracking

    Office Supplies$720 / $1,000
    Marketing$2,250 / $5,000
    Travel$4,450 / $5,000

    ⚠ Approaching limit

    04 / 06

    Vendor Management

    Track spending by vendor with payment history, terms, and outstanding balances in one view.

    Vendor Spending

    Office Depot$3,420

    12 payments

    AWS$1,890

    6 payments

    FedEx$980

    24 payments

    05 / 06

    Recurring Expenses

    Auto-log recurring bills like rent, utilities, and subscriptions. Never miss a payment or forget an expense.

    Recurring Bills

    RentDue: 1st
    $3,500
    InternetDue: 15th
    $149
    SoftwareDue: 20th
    $299
    06 / 06

    Expense Reports

    Generate detailed reports by period, category, or location. Export to PDF or CSV for accounting. Expenses flow straight into your live P&L on the dashboard.

    March Expense Report

    Total Expenses

    $12,840

    Integration

    One platform.
    Perfectly integrated.

    Expenses connect to POS, inventory, staff, and accounting automatically.

    Expenses
    Point of Sale
    Inventory
    Analytics
    Staff
    Accounting

    6+

    Integrated Modules

    1

    Unified Database

    0

    Manual Syncing

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    Frequently asked questions

    Yes. Receipt scanning pulls the details off a photo of the receipt, so expenses get logged in the moment instead of piling up in a shoebox until tax season.

    Yes. Auto-categorization sorts expenses as they come in, and you can override any category. Consistent categories are what make your P&L and your year-end handoff actually usable.

    Yes. Budget tracking runs against your categories so you can see where you stand during the month rather than after it.

    Yes. Set them up once with their cadence and they post on schedule, so your fixed costs are always reflected in your numbers.

    Expenses feed directly into your live P&L alongside sales and cost of goods, which is what turns revenue reporting into an actual picture of whether you made money.

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