Expense Reconciliation

Overview

Accepts receipt images via email attachment or upload, runs a vision model to extract vendor, amount, date, and category, posts the entry to QuickBooks or Xero, and flags any receipt that violates your expense policy for human review. Cuts finance team reconciliation time by ~80%.

What's included

Quickstart

1. 01

   Connect your accounting tool

   Authorize QuickBooks or Xero via OAuth. Chart of accounts imports automatically.

2. 02

   Define your expense policy

   Set per-category limits and flagged vendors in the policy JSON.

3. 03

   Set up the receipt inbox

   Forward receipts to your dedicated tool email address.

4. 04

   Review the first batch

   The first 20 receipts run in manual-confirm mode to calibrate the classifier.

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