Smart expense tracking

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Revenue vs ExpensesLast 12 months
Revenue Expenses
Top Expense Categories
    Revenue by Source
      Profit & Loss
      PeriodRevenueExpensesNet ProfitMargin
      Recent Activity
      DateTypeDescriptionCategoryAmount
      DateMerchantCategoryAmountSourceStatus
      Reports
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      Monthly Revenue
      By Source
        DateSourceDescriptionCustomer PaidPlatform FeeYou Earned
        Revenue Forecast
        By Source
          Active Subscriptions
          ProductSourcePlanAmountStatusNext Renewal
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          Two-Factor Auth
          Getting started
          Two-Factor Authentication
          Passkeys

          Sign in with Face ID, Touch ID, or your device PIN — no password or authenticator code needed. Passkeys are phishing-resistant and count as two-factor on their own.

          Email Receipts In

          Forward or send receipt emails to the address above and they file themselves into your ledger. Add email addresses you send receipts from. Receipts emailed from any linked address will be attributed to your account.

          New email receipts land here. Only open books can be chosen; if none is set, receipts go to your oldest open book.

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          Export Data

          Download your data in any format

          CSV

          Comma-separated values for Excel, Google Sheets

          JSON

          Structured data for developers and integrations

          QuickBooks (IIF)

          Import directly into QuickBooks Desktop

          OFX

          Open Financial Exchange for most accounting software

          PDF Data

          Structured receipt summary data

          Revenue Integrations

          Connect your revenue platforms to track income alongside expenses. Credentials are encrypted at rest.

          AI Provider

          Choose which AI provider to use for receipt analysis. Both support image and PDF scanning.

          API Keys

          Enter your own API keys or leave blank to use the platform default. Keys are encrypted at rest.

          Moving from another instance? Paste its key here — otherwise use "Create my key" above and it's saved automatically.
          Budget Status
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          Upcoming Bills
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          All Recurring
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          Deductible Expenses
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          Quarterly Estimates
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          Receipt