Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
The problem
Dext ($24/mo + $0.12/item) and Expensify ($5/seat) OCR receipts but still need human categorization, matching to statements, and flagging policy violations. Partners + contractors submit 100-400 receipts/month — that's 3-5 hours/week of bookkeeper time at $40/hr.
What changes
User snaps receipt photo or forwards email → agent extracts vendor, amount, tax, date, suggests GL account based on vendor patterns + recent history, matches to pending card transaction, routes to approver if over policy limit.
A day in the life
What this agent actually does.
- 1
Partner forwards Uber receipt at 6:42pm
- 2
6:42pm: agent extracts $47.83, classifies as Travel, matches to Amex transaction posted that morning
- 3
6:43pm: posted to QBO with receipt image attached — no human touch needed
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
Bookkeeping Triage & Categorizer
Categorizes 200 QBO transactions/week in 15 min. Replaces Keeper $249/mo.
Replaces
Keeper $249/mo + $400/mo bookkeeper triage time
Add Receipt & Expense Triage to your swarm.
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