Keep money records up to date as well as helps with setting budgets, tracking expenses easily, and making tax preparation manageable
Eliminate manual input and mistake-prone work. We use intelligent OCR technology so that receipts captured from either physical or digital documents automatically capture the receipt information. It is simply a matter of snapping a picture or uploading a file, and then our CRM does the job for you to extract critical data while saving you both time and administrative burden.
You can store your receipts in a neat and easy-to-access order using customizable categories. Organize the receipts by project or vendor, or date them, so you can easily follow past transactions whenever you need them. This way, maintaining thorough organization will keep your team more productive while keeping cluttered pieces of paper at bay.
No lost receipts anymore. Our CRM ensures that digital storage with respect to all advanced encryption protocols in order to keep sensitive financial information completely secure. With full protection from unauthorized access and data breaches, recover any receipt anywhere, anytime.
Our automated validating process reduces the chance for errors. Our system looks at the captured receipt data set against your predefined rules thus every entry will be accurate for approval. Saves time to have integrity in your finance records for smooth auditing free from stress.
Now go into tax season with confidence. Our Receipts feature lets you export all those organized receipts into a tax-ready format, making reporting much easier to do. Generate comprehensive reports with a few clicks that make tax filing less painful and efficient.
Have control over who has access to sensitive financial information. Our user permissions feature allows you to tailor access levels for different members of your team, meaning only authorized personnel can view or manage receipts. Protect your financial data while allowing collaboration within your team.
