Read invoices, pull contract terms, log expenses. Every one is ready to run, and you can adjust it in plain language.
Keep invoice entries linked to their source PDFs in email.
Your supplier invoices stay easy to find in filed emails, with their details in your invoice spreadsheet.
Add invoice dates and totals to the sheet with source links.
Copy less during vendor invoice management: your spreadsheet gets clear invoice details, and your clerk gets links to the invoice and its row.
Flag uncertain receipt amounts for correction in the log.
Your expense tracker gets linked receipt entries from work chat, with unclear amounts or dates called out for review.
Create categorized transaction records and flag balance differences.
Get a transaction list and spending breakdown in your finance database when your team adds a bank statement.
Link card charges to receipts before reviewing the expense log.
Your shared expense log tracks company card charges, links available receipts, and shows what your finance reviewer needs to check.