Bookkeeping — Expense Tracking
Log business expenses, categorize them (software, marketing, travel, payroll, meals, etc.), and feed them into the P&L. Includes AI categorization for receipts.
Steps
- Go to Bookkeeping (sidebar > Bookkeeping; requires Finance suite).
- Click "+ New Expense" — enter vendor, amount, date, category, and notes.
- Or upload a receipt image — AI extracts the vendor, amount, and category automatically (uses receipt-analysis prompt).
- Filter by category or date range; monthly totals roll up to the P&L dashboard.
Good to know
- IRS standard mileage deduction is auto-calculated for trips logged via the Mileage Tracker.
- Recurring expenses (rent, software subscriptions) can be set to auto-create monthly.
Example: A solo agency owner photographs 22 receipts at a conference (rideshares, hotel, dinners with prospects). She uploads each into Bookkeeping; AI extracts vendor + amount + suggests "Travel" or "Meals" category. 8 minutes later her trip is fully expensed and the totals show up in the P&L the same day.