Receipt tracking that keeps your records ready

Receipts arrive from everywhere: email confirmations, supplier invoices, subscription renewals, and online orders. Most small business owners mean to log them as they come in. Then the month gets busy, and the receipts pile up until your bookkeeper or accountant asks for them.

Receipt tracking automates the record-keeping, so the information is organized and ready when it's needed.

What receipt tracking does

• Collects receipt details. Receipts that arrive by email are picked up automatically, and the key details (vendor, date, and amount) go into one review sheet.
• Suggests categories. Each entry gets a suggested expense category, based on categories you or your bookkeeper choose. You review and correct them.
• Keeps the original. A link to the original email or file is saved next to each entry.
• Sends a summary. A weekly or monthly summary shows what was added and what still needs a look.

The result is a clean, organized record that you hand to your bookkeeper or accountant, in the format they prefer.

What it isn't

Receipt tracking is record-keeping, not bookkeeping. We don't do your books, file taxes, or give tax or accounting advice. Your bookkeeper or accountant still makes those calls. This just saves everyone the time spent digging through an inbox for receipts. If you don't have a bookkeeper yet, the log is still a simple, organized record you can review on your own or share later.

An example

For example, a small bakery might get supplier invoices, equipment receipts, and software renewals by email every week. With receipt tracking, each one is logged in a shared sheet with the vendor, date, amount, and a suggested category like "ingredients" or "equipment." The owner checks the sheet once a week. At the end of the month, the bookkeeper gets a tidy list with links to every receipt.

This is an illustration, not a past project.

What we need from you

Access to the email account where receipts arrive, the categories you or your bookkeeper use, and how your bookkeeper or accountant likes to receive records.

What you get

• A working receipt log, tested on real examples from your inbox.
• Written instructions for reviewing entries and changing categories.
• A clear note of any outside services involved and their costs, flagged before you commit.

How it starts

We start with a free 20-minute process review. After that, we send a clear scope and quote before any work begins. You keep control of your accounts and your records.