Help Center

How can we help?

Step-by-step guides for tracking expenses, creating reports, and managing reimbursements.

Guides
📤

Expense Reports for Client & Employer Reimbursement

Track expenses, attach receipts, and submit reports to a client, employer, or any external party — via PDF export, CSV, or a live shareable review link.

Creating reports Scanning receipts Email forwarding PDF & CSV export Review links Sharing
Read guide
📥

Importing Bank & Credit Card Transactions

Import CSV or Excel statements from any bank, credit card, or brokerage. Format is detected automatically — and AI handles banks not on the built-in list.

CSV & XLSX import Auto format detection Duplicate skipping Account setup Brokerage support
Read guide
💼

Tracking Business-to-Personal Reimbursements

Track expenses you paid personally on behalf of your own business, record when the business pays you back, and monitor your outstanding balance in real time.

Importing accounts Classifying expenses Owner Reimb. tag Dashboard badge Reimbursement Tracker
Read guide

Quick tips