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The unglamorous service that saves the most time at year-end. Receipts and vendor invoices captured, matched against the actual transactions, and filed somewhere searchable — so nothing gets reconstructed from memory in April.
The actual sequence, start to finish.
We establish how receipts and invoices reach us so it's a habit rather than a monthly scramble.
Each document is tied to the transaction it substantiates, which is what makes it useful later.
Everything lands somewhere searchable, and anything missing gets flagged while it can still be tracked down.
Starting at $75/mo as an add-on at the Starter and Standard tiers. Included at no additional cost at the Growth tier.
Coding a transaction and chasing down the receipt behind it are different jobs. It's included at the Growth tier and available as an add-on below that.
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.
A free 20-minute consult, no obligation.