Bookkeeping basics

Check & save what we read

Confirm the details before it's saved.

Before a receipt is saved, take a second to confirm what we read off it.

  1. Open the receipt that's waiting.
  2. Check the merchant, date, and total.
  3. Fix anything that looks off, then save.

The AI is usually spot on, but a quick glance keeps your records clean.

What happens next — it's saved to your receipts, ready to match to a transaction.