Month-end close in 30 minutes

Step 1: fill the gaps

Compare the month's bank statement against the records and look for spending that has no record.

Bank statements are the outside check. A payment to a supplier with no matching record is either a receipt you forgot to photograph or a transfer that is not an expense. Both need a decision, and both are easier to decide now than next quarter.

Step 2: check the four fields

Vendor, amount, date, tax. Anything the scan guessed wrong gets corrected here, once.

The app marks a field as manually corrected when you change it, so the next person reading the report can see which records were touched. That marker is more useful than a perfectly clean report that hides its corrections.

Step 3: read the category split

Look for one category that grew faster than the others. That is the whole point of the month-end read.

Rent and utilities should be flat. Meals, transport and supplies are the ones that move. A category that jumped is where a question gets asked — not a punishment, a question.

Step 4: export

CSV out, then hand it over. The report is for you; the export is for whoever keeps the books.

Export is included on the Pro and Business plans. The free plan covers 5 receipts a month and basic reports, which is enough to test whether the scan handles your particular receipts before paying for a month of them.

Frequent questions