01
Receipt attachments
Keep the receipt with its expense record so you can refer to the original purchase later.
Expense Tracking
Keep the receipt with the expense.
Save receipts with the amount, vendor and category they belong to. Enter details yourself or review suggestions from the receipt scanner before saving an expense.
Free 14-day trial with full Team features. No credit card required.PARTS SUPPLIER
Receipt
September 21
Replacement parts$160.00
Shop supplies$24.00
Total$184.00
THE DETAILS BEHIND THE COST
Keep it accounted for.
- Category
- Parts & supplies
- Amount
- $184.00
- Receipt
- Attached ✓
Receipt attachments
AI-assisted entry
Receipt category splits
Built for the work
Keep receipts and spending organized.
02
AI-assisted entry
The scanner suggests receipt details for you to check. Clear images help; scan usage limits apply, and manual entry remains available.
03
Receipt category splits
Review category splits suggested by the scanner and save separate expense records when a receipt covers different cost categories.
04
Work order links
Associate an expense with a work order to keep a reference to the job that prompted the purchase.
05
Category budgets
Set monthly budgets and compare recorded spending with the amount allocated to each category.
06
Tax categorization
Record a tax category and deductibility setting for later review. These entries do not determine whether an expense legally qualifies for a deduction.
In your working day
Record the purchase while it is fresh
If you buy a part while working on a job, capture the receipt, review the amount and category, and select the related work order. That creates a useful record for later cost review rather than a receipt with no job context.
Keep the receipt
Upload a receipt attachment or use a clear receipt photo for AI-assisted entry.
Check the details
Review the amount, date, vendor and suggested category. Correct the scanner’s suggestions before you save.
Add business context
Choose a category, add notes and optionally link the expense to a work order. Review category spending against your monthly budget.