Cost-plus material purchasing
Drag & drop invoices here, or click to browse
PDF or image · AI reads the invoice, fills in all fields, saves the file, and adds the rowDetails below:
These rows were deleted and can be restored. Permanently deleted rows cannot be recovered.
Every time you edit a field in the review modal, the app remembers it and uses it to improve future extractions.
Exact matches share vendor, amount, date, and job. The "possible" section flags same vendor + amount where dates are within a week (or a year off — a misread) or a job is blank — close enough to deserve a look. Splits are never flagged; "Mark reviewed" hides a group unless another copy shows up later.
Recent activity: deletions, stage moves, Sheets syncs, workbook writes, splits. Newest first (last 500).
Choose which in-progress (0-0-0) workbook to sync to. Without an assignment, rows are matched by project name.
Choose which card register this charge posts to. Without an assignment, the push resolves it from the receipt's card # (matched to the numbers in the QuickBooks account names), falling back to the person map in Settings → QuickBooks.
Choose which QuickBooks account this expense posts to. Without an assignment, the push uses the learned category chain (merchant rules → chart memory → workbook default). Your pick is remembered for this merchant + context.
Divide this receipt across multiple jobs. The original amount stays searchable on every part.
Updates the password for everyone who uses this app.
Card expenses are pushed into each card's own QuickBooks register after workbook sync, so the bank feed can offer Match within days of purchase instead of after the monthly statement.
Review the batch, then confirm: each checked row posts as one credit-card expense to that card's register, with the receipt file attached so it's viewable right on the expense in QuickBooks. Held rows never post — pick a register/category inline (categories are remembered for next time) or map the person's card in Settings → QuickBooks. Payees are matched to existing QuickBooks vendors only; unknown merchants post with a blank payee.
Export receipts as a zip ready to send to the client: a receipts/ folder plus a manifest.csv reconciling every expense line. Lines whose receipt file is missing are flagged MISSING in the manifest, never silently left out. Optionally upload the client's expense report (Expense Log sheet) — the manifest then follows the report line by line, matching each to its receipt.