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.
- Open the receipt that's waiting.
- Check the merchant, date, and total.
- 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.