Receipt & Invoice Organizing
The unglamorous service that saves the most time, and the one that matters most if anybody ever asks a question. A legitimate expense with nothing behind it gets treated the same as one that was never legitimate, so receipts are captured, matched to the transaction they belong to, and filed somewhere you can actually search.
What's included
- Receipt and vendor invoice capture
- Documents matched to the corresponding transaction in the books
- Organized, searchable filing rather than an undifferentiated folder
- Missing documentation flagged while it's still findable
Who it's for
- Businesses whose receipts live in a phone camera roll and three inboxes
- Owners who spend the week before filing hunting for documentation
- Companies that want expenses substantiated properly, not just categorized
- Anyone who has ever lost a deduction because the paperwork vanished
How it runs
The actual sequence, start to finish.
- 01
Set up capture
We establish how receipts and invoices reach us so it's a habit rather than a monthly scramble.
- 02
Match to transactions
Each document is tied to the transaction it substantiates, which is what makes it useful later.
- 03
File and flag
Everything lands somewhere searchable, and anything missing gets flagged while it can still be tracked down.
What it costs
An add-on, priced by document volume and quoted after seeing how many receipts and invoices a month are actually in play.
Questions about receipt & invoice organizing
Isn't this included in bookkeeping?
Coding a transaction and chasing down the receipt behind it are different jobs, so they are priced as different jobs. This is an add-on, priced by how many documents a month are in play: which keeps the monthly bookkeeping fee about bookkeeping.
Do I still need to keep my own copies?
Retention requirements are yours to meet, and an organized system makes that considerably easier. We'll be straight with you about where the line sits.
More questions answered on the FAQ page.
Ready to talk about receipt & invoice organizing?
A free 20-minute consultation, no obligation.