1. Capture
Scan your receipts
- Take a picture of your receipt
- Review the auto-filled result and assign an expense category
- Your receipt is securely stored in our cloud
- Search, review and edit anytime
Email receipts to your dedicated inbox
- You and your teammates receive a personalised email address when you sign up
- Forward your email receipts there, we’ll convert it into an expense item
Import bank transactions
- Upload csv files downloaded from your online banking
- Include any account: chequing, savings or credit card
- Foreceipt automatically converts them to expenses and income items
2. Categorize
Customizable expense categories to meet your needs
- Use our pre-made categories to organize your expenses
- Default IRS / CRA categories for US / Canadian users
- Create your own categories and deploy them across the team (admins only)
Track recurring expense or income items
- Create powerful rules for recurring expenses or incomes so you’ll have one less thing to worry about
3. Report
Generate your expense reports with one click
- Excel report breakdown by month, category and account
- PDF report with receipt images
- Send the reports to your accountant or use them for DIY tax filing
- Invite your accountant as a Team Member for hands-on access to your expenses
Securely stored in cloud
- Never lose another receipt for a return, reimbursement or refund again
- Search them by date, name or tags and access instantly
- Instantly synced between app and web portal, across all team accounts
- With saved images, never worry about keeping paper receipts